Purchases and Sales Made in Q3 2022 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
475K+ 12.17% |
$22.3M - $27.2M
|
4.38M
$283M
|
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
BUY
|
- |
430K+ 3872.26% |
$20.2M - $24.6M
|
441K
$28.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Unison Advisors LLC
|
BUY
|
- |
412K+ 41.41% |
$19.4M - $23.6M
|
1.41M
$90.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
390K+ 151.82% |
$18.3M - $22.3M
|
647K
$41.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
350K+ 25.85% |
$16.5M - $20M
|
1.7M
$110M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
202K+ 156.98% |
$9.52M - $11.6M
|
331K
$21.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
137K+ 13.06% |
$6.45M - $7.86M
|
1.19M
$76.7M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
133K+ 50.86% |
$6.25M - $7.61M
|
394K
$25.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
112KNew |
$5.26M - $6.41M
|
112K
$7.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
105K+ 98.83% |
$4.95M - $6.03M
|
212K
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
102K+ 32.41% |
$4.82M - $5.87M
|
418K
$27M
|
|
|
Nov 08, 2022
Q3 2022
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
96KNew |
$4.51M - $5.5M
|
96K
$6.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
90.5K+ 97.61% |
$4.26M - $5.19M
|
183K
$11.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
82.1K+ 31.27% |
$3.86M - $4.7M
|
344K
$22.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
BUY
|
- |
69.8KNew |
$3.28M - $4M
|
69.8K
$4.51M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
60.4K+ 15.47% |
$2.84M - $3.46M
|
451K
$29.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
58.2KNew |
$2.74M - $3.34M
|
58.2K
$3.76M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
48KNew |
$2.26M - $2.75M
|
48K
$3.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
43.2K+ 52.69% |
$2.03M - $2.47M
|
125K
$8.09M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
42.8K+ 707.54% |
$2.01M - $2.45M
|
48.8K
$3.16M
|
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
33.6K+ 9.94% |
$1.58M - $1.92M
|
371K
$24M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
33K+ 28.16% |
$1.55M - $1.89M
|
150K
$9.72M
|
|
|
Nov 02, 2022
Q3 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
31.6K+ 126.5% |
$1.48M - $1.81M
|
56.5K
$3.65M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
31.4K+ 43.45% |
$1.48M - $1.8M
|
104K
$6.71M
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
31.3K+ 41.03% |
$1.47M - $1.79M
|
108K
$6.95M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
29.2K+ 9.66% |
$1.37M - $1.67M
|
332K
$21.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
28.8K+ 57.29% |
$1.36M - $1.65M
|
79.2K
$5.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.7KNew |
$1.26M - $1.53M
|
26.7K
$1.73M
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
26.1K+ 23.66% |
$1.23M - $1.5M
|
136K
$8.82M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
23.7K+ 4.74% |
$1.12M - $1.36M
|
524K
$33.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.7K+ 33.2% |
$1.12M - $1.36M
|
95.2K
$6.15M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
19.8K+ 5.61% |
$929K - $1.13M
|
372K
$24.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
17.7K+ 119.77% |
$832K - $1.01M
|
32.5K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 9.08% |
$761K - $927K
|
194K
$12.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
15.8KNew |
$745K - $907K
|
15.8K
$1.02M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
14.4KNew |
$678K - $825K
|
14.4K
$931K
|
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
14.4K+ 34.97% |
$677K - $825K
|
55.6K
$3.59M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
14.4KNew |
$676K - $824K
|
14.4K
$929K
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
13.4K+ 5.1% |
$632K - $770K
|
277K
$17.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
12.8K+ 34.52% |
$600K - $732K
|
49.8K
$3.22M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
12.6K+ 20.59% |
$593K - $722K
|
73.8K
$4.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.6K+ 36.62% |
$547K - $667K
|
43.4K
$2.81M
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
11.6K+ 66.47% |
$547K - $666K
|
29.1K
$1.88M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
11.2KNew |
$525K - $640K
|
11.2K
$722K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
10.4K+ 61.21% |
$488K - $595K
|
27.3K
$1.77M
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9.94K+ 14.82% |
$467K - $569K
|
77K
$4.98M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.22K+ 12.14% |
$433K - $528K
|
85.2K
$5.5M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.82K+ 67.57% |
$415K - $505K
|
21.9K
$1.41M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.79KNew |
$413K - $504K
|
8.79K
$568K
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
7.88K+ 40.51% |
$371K - $451K
|
27.3K
$1.77M
|