Purchases and Sales Made in Q2 2022 in American Centy ETF Tr Avantis (AVDV)

AVDV Quotes by TradingView

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
Aug 03, 2022 Q2 2022
Tortoise Investment Management, LLC

BUY
 -
8.95K
+ 70.47%
$470K - $568K
21.7K $1.41M
Aug 16, 2022 Q2 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
8.61K
+ 96.95%
$452K - $547K
17.5K $1.14M
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
8.55K
+ 79.02%
$449K - $543K
19.4K $1.26M
Aug 12, 2022 Q2 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
8.3K
New
$436K - $527K
8.3K $539K
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
8.17K
+ 118.28%
$429K - $519K
15.1K $979K
Jul 22, 2022 Q2 2022
Annapolis Financial Services, LLC

BUY
 -
7.81K
+ 83.58%
$410K - $496K
17.2K $1.11M
Aug 15, 2022 Q2 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
7.58K
+ 25.75%
$398K - $481K
37K $2.4M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
7.49K
+ 64.63%
$393K - $476K
19.1K $1.24M
Jul 22, 2022 Q2 2022
First Ascent Asset Management, LLC

BUY
 -
6.96K
+ 12.62%
$365K - $442K
62.1K $4.03M
Jul 19, 2022 Q2 2022
Stone Point Wealth LLC

BUY
 -
6.71K
+ 28.98%
$352K - $426K
29.9K $1.94M
Jul 11, 2022 Q2 2022
Soundmark Wealth Management, LLC

BUY
 -
6.15K
+ 15.97%
$323K - $390K
44.6K $2.9M
Aug 15, 2022 Q2 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
5.77K
New
$303K - $366K
5.77K $374K
Aug 12, 2022 Q2 2022
American Century Companies Inc

Kansas City, MO
BUY
 -
5.28K
+ 1.63%
$277K - $335K
329K $21.4M
Aug 11, 2022 Q2 2022
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
4.82K
+ 7.98%
$253K - $306K
65.3K $4.24M
Aug 10, 2022 Q2 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
4.7K
New
$247K - $298K
4.7K $305K
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

BUY
 -
4.68K
+ 81.22%
$246K - $297K
10.4K $678K
Jul 15, 2022 Q2 2022
Marquette Asset Management, LLC

BUY
 -
4.47K
+ 4.22%
$235K - $284K
110K $7.16M
Oct 17, 2024 Q2 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
4.44K
+ 10.04%
$233K - $282K
48.6K $3.16M
Jul 11, 2022 Q2 2022
Symmetry Partners, LLC

BUY
 -
4.24K
+ 1.92%
$223K - $269K
225K $14.6M
Aug 12, 2022 Q2 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
4.14K
+ 1.6%
$217K - $263K
262K $17M
Aug 15, 2022 Q2 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
4.11K
+ 10.52%
$216K - $261K
43.2K $2.81M
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.45K
New
$181K - $219K
3.45K $224K
Aug 10, 2022 Q2 2022
Level Financial Advisors, Inc.

BUY
 -
3.36K
+ 86.54%
$176K - $213K
7.23K $470K
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
3.29K
New
$173K - $209K
3.29K $214K
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
3.24K
+ 11988.89%
$170K - $205K
3.26K $212K
Jul 08, 2022 Q2 2022
Foundations Investment Advisors, LLC

BUY
 -
3.15K
+ 31.76%
$165K - $200K
13K $847K
Aug 03, 2022 Q2 2022
Oakwell Private Wealth Management, LLC

BUY
 -
2.88K
+ 4.01%
$151K - $183K
74.8K $4.86M
Aug 01, 2022 Q2 2022
Ever Source Wealth Advisors, LLC

BUY
 -
2.7K
+ 14.32%
$142K - $171K
21.5K $1.4M
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

BUY
 -
2.62K
+ 8.98%
$137K - $166K
31.8K $2.06M
Jul 25, 2022 Q2 2022
Ml & R Wealth Management LLC

BUY
 -
2.46K
+ 14.49%
$129K - $156K
19.5K $1.26M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.4K
+ 28.43%
$126K - $153K
10.9K $705K
Aug 05, 2022 Q2 2022
Lex Aurum Advisors, LLC

BUY
 -
2.34K
+ 51.59%
$123K - $148K
6.87K $446K
Jul 28, 2022 Q2 2022
Bayshore Asset Management, LLC

BUY
 -
1.8K
+ 7.78%
$94.6K - $114K
25K $1.62M
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

BUY
 -
1.62K
+ 23.15%
$84.8K - $103K
8.59K $558K
Jul 18, 2022 Q2 2022
Gradient Capital Advisors, LLC

BUY
 -
1.58K
+ 6.89%
$82.8K - $100K
24.4K $1.59M
Jul 28, 2023 Q2 2022
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
1.47K
+ 4.17%
$77K - $93.1K
36.6K $2.38M
Jul 12, 2022 Q2 2022
Global Trust Asset Management, LLC

BUY
 -
1.46K
+ 10.51%
$76.7K - $92.7K
15.4K $997K
Aug 03, 2022 Q2 2022
Janiczek Wealth Management, LLC

BUY
 -
1.39K
New
$72.9K - $88.1K
1.39K $90.1K
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
1.3K
+ 253.62%
$68.1K - $82.3K
1.81K $117K
Aug 08, 2022 Q2 2022
Wmg Financial Advisors, LLC

BUY
 -
1.22K
+ 3.55%
$63.9K - $77.3K
35.5K $2.3M
Aug 08, 2022 Q2 2022
Truepoint, Inc.

BUY
 -
1.1K
+ 5.07%
$57.6K - $69.6K
22.7K $1.47M
Jul 26, 2022 Q2 2022
Apeiron Ria LLC

BUY
 -
962
+ 1.04%
$50.5K - $61.1K
93.9K $6.09M
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
900
+ 6.21%
$47.3K - $57.1K
15.4K $1M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
870
+ 5.66%
$45.7K - $55.2K
16.2K $1.05M
Jul 25, 2022 Q2 2022
Waterfront Wealth Inc.

BUY
 -
825
+ 8.63%
$43.3K - $52.4K
10.4K $674K
Aug 11, 2022 Q2 2022
Truadvice, LLC

Sarasota, FL
BUY
 -
635
+ 16.75%
$33.3K - $40.3K
4.43K $287K
Aug 15, 2022 Q2 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
578
+ 6.24%
$30.4K - $36.7K
9.83K $638K
Jul 19, 2022 Q2 2022
Asset Dedication, LLC

BUY
 -
558
+ 14.42%
$29.3K - $35.4K
4.43K $287K
Aug 10, 2022 Q2 2022
Betterment LLC

New York, NY
BUY
 -
438
+ 5.42%
$23K - $27.8K
8.53K $554K

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