Purchases and Sales Made in Q1 2022 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q1 2022. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR AVANTIS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.3K+ 1499.76% |
$365K - $417K
|
6.72K
$436K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.1KNew |
$353K - $404K
|
6.1K
$396K
|
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
6.04K+ 9.17% |
$350K - $400K
|
71.9K
$4.67M
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
5.64KNew |
$327K - $373K
|
5.64K
$366K
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.5KNew |
$318K - $364K
|
5.5K
$357K
|
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.3K+ 9.6% |
$307K - $351K
|
60.5K
$3.93M
|
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
BUY
|
- |
4.61K+ 0.49% |
$267K - $305K
|
950K
$61.7M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.53KNew |
$262K - $300K
|
4.53K
$294K
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
4.48K+ 53.43% |
$259K - $296K
|
12.9K
$834K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.47KNew |
$259K - $296K
|
4.47K
$290K
|
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.42K+ 14.37% |
$256K - $293K
|
35.2K
$2.28M
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.35K+ 95.77% |
$252K - $288K
|
8.88K
$577K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.22K+ 43.73% |
$244K - $279K
|
13.9K
$900K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.15K+ 11.88% |
$240K - $275K
|
39.1K
$2.54M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
3.98KNew |
$230K - $263K
|
3.98K
$258K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
3.29K+ 3.67% |
$191K - $218K
|
92.9K
$6.03M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.29KNew |
$190K - $218K
|
3.29K
$214K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
3.28K+ 550.42% |
$190K - $217K
|
3.87K
$251K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3K+ 47.22% |
$173K - $198K
|
9.34K
$607K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.94K+ 11.23% |
$170K - $195K
|
29.2K
$1.89M
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.8K+ 1.95% |
$162K - $185K
|
147K
$9.51M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.79K+ 66.55% |
$161K - $185K
|
6.98K
$453K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.37K+ 3.32% |
$137K - $157K
|
73.9K
$4.8M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.37K+ 3.32% |
$137K - $157K
|
73.9K
$4.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.18K+ 25.19% |
$126K - $144K
|
10.8K
$702K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.16K+ 29.27% |
$125K - $143K
|
9.56K
$620K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.1K+ 57.41% |
$122K - $139K
|
5.77K
$374K
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.01K+ 9.64% |
$116K - $133K
|
22.9K
$1.48M
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.91K+ 96.8% |
$110K - $126K
|
3.88K
$252K
|
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.89K+ 5.15% |
$109K - $125K
|
38.5K
$2.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.64K+ 0.51% |
$95.1K - $109K
|
324K
$21M
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
1.58K+ 4.4% |
$91.3K - $104K
|
37.4K
$2.43M
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.54K+ 60.82% |
$89.3K - $102K
|
4.08K
$265K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.51KNew |
$87.1K - $99.6K
|
1.51K
$97.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
1.5K+ 6.94% |
$87K - $99.5K
|
23.2K
$1.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.33K+ 15.47% |
$76.8K - $87.9K
|
9.9K
$643K
|
|
|
May 10, 2022
Q1 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.2K+ 2.53% |
$69.3K - $79.3K
|
48.5K
$3.15M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.09KNew |
$63K - $72K
|
1.09K
$70.6K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.02K+ 2.85% |
$58.9K - $67.4K
|
36.7K
$2.38M
|
|
|
Apr 14, 2022
Q1 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
814+ 16.35% |
$47.1K - $53.9K
|
5.79K
$376K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
511New |
$29.6K - $33.8K
|
511
$33.2K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
486+ 3.98% |
$28.1K - $32.2K
|
12.7K
$825K
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
420New |
$24.3K - $27.8K
|
420
$27.3K
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
367+ 4.75% |
$21.2K - $24.3K
|
8.09K
$525K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
320New |
$18.5K - $21.2K
|
320
$20.8K
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
238+ 5.77% |
$13.8K - $15.8K
|
4.36K
$283K
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
233+ 1.09% |
$13.5K - $15.4K
|
21.6K
$1.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
161+ 25.43% |
$9.32K - $10.7K
|
794
$51.5K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
143+ 0.94% |
$8.28K - $9.47K
|
15.4K
$998K
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
134+ 3.66% |
$7.76K - $8.87K
|
3.79K
$246K
|