Purchases and Sales Made in Q3 2021 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
700K+ 32.95% |
$43.6M - $47.3M
|
2.83M
$183M
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
387K+ 18474.34% |
$24.1M - $26.1M
|
389K
$25.1M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
162K+ 44.29% |
$10.1M - $10.9M
|
527K
$34.1M
|
|
Oct 13, 2021
Q3 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
81.3K+ 10.45% |
$5.06M - $5.5M
|
860K
$55.6M
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
73.9K+ 80.7% |
$4.6M - $4.99M
|
165K
$10.7M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63.3K+ 3.63% |
$3.94M - $4.28M
|
1.81M
$117M
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
61.1KNew |
$3.8M - $4.13M
|
61.1K
$3.95M
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
36.6KNew |
$2.28M - $2.48M
|
36.6K
$2.37M
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
35.8K+ 36.49% |
$2.23M - $2.42M
|
134K
$8.65M
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
33.6K+ 196.42% |
$2.09M - $2.27M
|
50.7K
$3.28M
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
32.7K+ 11.33% |
$2.03M - $2.21M
|
321K
$20.8M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.3K+ 289.07% |
$1.63M - $1.77M
|
35.4K
$2.29M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.4KNew |
$1.58M - $1.72M
|
25.4K
$1.64M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24KNew |
$1.5M - $1.62M
|
24K
$1.55M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
21KNew |
$1.31M - $1.42M
|
21K
$1.36M
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
18K+ 25.92% |
$1.12M - $1.22M
|
87.6K
$5.66M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
18KNew |
$1.12M - $1.22M
|
18K
$1.16M
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
17K+ 14.28% |
$1.06M - $1.15M
|
136K
$8.82M
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
16.9K+ 10.15% |
$1.05M - $1.14M
|
184K
$11.9M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
16.3KNew |
$1.01M - $1.1M
|
16.3K
$1.05M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.6K+ 9.78% |
$973K - $1.06M
|
176K
$11.4M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14KNew |
$872K - $947K
|
14K
$906K
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.5K+ 46.76% |
$778K - $845K
|
39.2K
$2.54M
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
12.4KNew |
$770K - $836K
|
12.4K
$800K
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
12.2KNew |
$757K - $823K
|
12.2K
$787K
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
10.5K+ 3.53% |
$655K - $712K
|
309K
$20M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.47K+ 88.39% |
$589K - $640K
|
20.2K
$1.3M
|
|
Nov 08, 2021
Q3 2021
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
9.2K+ 16.57% |
$572K - $622K
|
64.7K
$4.18M
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
8.02K+ 7.73% |
$499K - $542K
|
112K
$7.23M
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
7.47K+ 32.55% |
$465K - $505K
|
30.4K
$1.97M
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
7.35K+ 35.01% |
$457K - $496K
|
28.3K
$1.83M
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
7.08KNew |
$441K - $479K
|
7.08K
$458K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.21K+ 32.48% |
$386K - $419K
|
25.3K
$1.64M
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.56K+ 9.99% |
$346K - $375K
|
61.2K
$3.96M
|
|
Oct 27, 2021
Q3 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
5.52K+ 7.97% |
$344K - $373K
|
74.8K
$4.83M
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
5.25KNew |
$327K - $355K
|
5.25K
$340K
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
5.18KNew |
$322K - $350K
|
5.18K
$335K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.06KNew |
$315K - $342K
|
5.06K
$327K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.54KNew |
$282K - $307K
|
4.54K
$293K
|
|
Nov 03, 2021
Q3 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
4.38K+ 4.01% |
$273K - $296K
|
114K
$7.35M
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.36K+ 63.44% |
$271K - $295K
|
11.2K
$726K
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.61KNew |
$225K - $244K
|
3.61K
$233K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.03K+ 2.32% |
$189K - $205K
|
134K
$8.63M
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.93K+ 12.7% |
$182K - $198K
|
26K
$1.68M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.86K+ 30.71% |
$178K - $193K
|
12.2K
$785K
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
BUY
|
- |
2.8K+ 15.38% |
$174K - $189K
|
21K
$1.36M
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.8K+ 19.29% |
$174K - $189K
|
17.3K
$1.12M
|
|
Aug 11, 2023
Q3 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.34K+ 18.6% |
$146K - $158K
|
14.9K
$966K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.28K+ 45.87% |
$142K - $154K
|
7.24K
$468K
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
989+ 52.55% |
$61.5K - $66.8K
|
2.87K
$186K
|