Purchases and Sales Made in Q2 2022 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2022
Q2 2022
|
Divergent Planning, LLC
|
BUY
|
- |
323KNew |
$17M - $20.5M
|
323K
$20.9M
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
302K+ 8.38% |
$15.8M - $19.2M
|
3.9M
$252M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
202K+ 17.53% |
$10.6M - $12.8M
|
1.35M
$87.5M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
178K+ 227.31% |
$9.36M - $11.3M
|
257K
$16.6M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
120K+ 65.48% |
$6.28M - $7.59M
|
302K
$19.5M
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
117KNew |
$6.14M - $7.43M
|
117K
$7.56M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
115K+ 8.14% |
$6.04M - $7.31M
|
1.53M
$98.8M
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
91.7KNew |
$4.82M - $5.82M
|
91.7K
$5.93M
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
79.7K+ 161.71% |
$4.18M - $5.06M
|
129K
$8.34M
|
|
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
66.6K+ 24.58% |
$3.5M - $4.23M
|
338K
$21.8M
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
61.2KNew |
$3.22M - $3.89M
|
61.2K
$3.96M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
60K+ 32.0% |
$3.15M - $3.81M
|
247K
$16M
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
50.9K+ 24.2% |
$2.67M - $3.23M
|
261K
$16.9M
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
48.6K+ 16761.38% |
$2.55M - $3.09M
|
48.9K
$3.16M
|
|
Jul 22, 2022
Q2 2022
|
Libra Wealth LLC
|
BUY
|
- |
48.3KNew |
$2.54M - $3.07M
|
48.3K
$3.12M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
48K+ 178.28% |
$2.52M - $3.04M
|
74.9K
$4.84M
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
BUY
|
- |
45K+ 4.74% |
$2.36M - $2.86M
|
995K
$64.3M
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
44.9K+ 9.85% |
$2.36M - $2.85M
|
501K
$32.4M
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
41.2KNew |
$2.16M - $2.61M
|
41.2K
$2.66M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.5K+ 25.75% |
$1.92M - $2.32M
|
178K
$11.5M
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
35.4K+ 15.5% |
$1.86M - $2.24M
|
264K
$17M
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
34.9K+ 93.3% |
$1.83M - $2.22M
|
72.4K
$4.68M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.2KNew |
$1.75M - $2.11M
|
33.2K
$2.15M
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
30.4K+ 152.84% |
$1.6M - $1.93M
|
50.3K
$3.25M
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
28.8K+ 8.91% |
$1.51M - $1.83M
|
352K
$22.8M
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
25.8K+ 45.86% |
$1.35M - $1.64M
|
82K
$5.3M
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
24.7K+ 8.47% |
$1.3M - $1.57M
|
316K
$20.4M
|
|
Aug 01, 2022
Q2 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
24.7KNew |
$1.3M - $1.57M
|
24.7K
$1.6M
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
21.9K+ 3.88% |
$1.15M - $1.39M
|
587K
$37.9M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20.6K+ 37.33% |
$1.08M - $1.31M
|
75.9K
$4.91M
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.3K+ 350.46% |
$1.01M - $1.22M
|
24.8K
$1.6M
|
|
Jul 27, 2022
Q2 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
17K+ 18.97% |
$891K - $1.08M
|
106K
$6.88M
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
16.9K+ 413.53% |
$886K - $1.07M
|
21K
$1.35M
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16.6K+ 4.46% |
$874K - $1.06M
|
390K
$25.2M
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
16.4KNew |
$863K - $1.04M
|
16.4K
$1.06M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.5K+ 20.09% |
$814K - $985K
|
92.7K
$5.99M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.5K+ 72.63% |
$762K - $921K
|
34.5K
$2.23M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13.9KNew |
$728K - $880K
|
13.9K
$896K
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.5K+ 28.96% |
$710K - $858K
|
60.2K
$3.89M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.5K+ 28.96% |
$710K - $858K
|
60.2K
$3.89M
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
12.9K+ 191.7% |
$676K - $818K
|
19.6K
$1.27M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.6K+ 19.3% |
$607K - $734K
|
71.4K
$4.62M
|
|
Jul 26, 2022
Q2 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
11.2K+ 192.73% |
$586K - $709K
|
17K
$1.1M
|
|
Jul 29, 2022
Q2 2022
|
Brickley Wealth Management
|
BUY
|
- |
11.1KNew |
$583K - $705K
|
11.1K
$718K
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
10.3K+ 56.51% |
$539K - $651K
|
28.4K
$1.84M
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
9.97K+ 176.81% |
$524K - $633K
|
15.6K
$1.01M
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9.63K+ 24.81% |
$505K - $611K
|
48.4K
$3.13M
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9.62K+ 16.75% |
$505K - $611K
|
67.1K
$4.34M
|
|
Aug 12, 2022
Q2 2022
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
9.51KNew |
$499K - $604K
|
9.51K
$615K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9KNew |
$473K - $571K
|
9K
$582K
|