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 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
7.13K+ 46.41% |
$335K - $408K
|
22.5K
$1.46M
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
7K+ 15.34% |
$329K - $401K
|
52.6K
$3.42M
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
6.66K+ 23.41% |
$313K - $381K
|
35.1K
$2.28M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.63KNew |
$312K - $380K
|
6.63K
$430K
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
6.22KNew |
$293K - $357K
|
6.22K
$404K
|
|
Nov 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
6.11KNew |
$287K - $350K
|
6.11K
$396K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.86KNew |
$275K - $336K
|
5.86K
$380K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.73K+ 94.06% |
$270K - $329K
|
11.8K
$768K
|
|
Oct 24, 2022
Q3 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.7K+ 9.18% |
$268K - $326K
|
67.8K
$4.4M
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5.38KNew |
$253K - $308K
|
5.38K
$349K
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.38KNew |
$253K - $308K
|
5.38K
$349K
|
|
Oct 25, 2022
Q3 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
5.18K+ 4.87% |
$244K - $297K
|
112K
$7.24M
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
5.05K+ 10.81% |
$237K - $289K
|
51.8K
$3.36M
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.81K+ 5.24% |
$226K - $275K
|
96.5K
$6.27M
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.77KNew |
$224K - $273K
|
4.77K
$310K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.65K+ 142.46% |
$219K - $266K
|
7.91K
$514K
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
4.64K+ 15.53% |
$218K - $266K
|
34.5K
$2.24M
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.53K+ 6.93% |
$213K - $259K
|
69.8K
$4.53M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
3.94K+ 23.98% |
$185K - $226K
|
20.4K
$1.32M
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.79K+ 19.31% |
$178K - $217K
|
23.4K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.61K+ 14.6% |
$170K - $207K
|
28.4K
$1.84M
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.51K+ 34.4% |
$165K - $201K
|
13.7K
$890K
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
3.5K+ 85.37% |
$165K - $201K
|
7.6K
$493K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.2K+ 14.78% |
$151K - $183K
|
24.9K
$1.61M
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
3.13K+ 69.88% |
$147K - $179K
|
7.6K
$493K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.12K+ 22.49% |
$147K - $179K
|
17K
$1.1M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.07K+ 29.33% |
$144K - $176K
|
13.5K
$877K
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.85K+ 13.58% |
$134K - $163K
|
23.8K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.69K+ 24.78% |
$126K - $154K
|
13.5K
$879K
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.59K+ 55.2% |
$122K - $149K
|
7.29K
$473K
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.46K+ 14.34% |
$116K - $141K
|
19.6K
$1.27M
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.16K+ 31.47% |
$102K - $124K
|
9.03K
$586K
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
2.13K+ 2.27% |
$100K - $122K
|
96K
$6.23M
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.13KNew |
$99.9K - $122K
|
2.13K
$138K
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.02K+ 0.82% |
$94.9K - $116K
|
249K
$16.2M
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.89K+ 5.32% |
$88.8K - $108K
|
37.4K
$2.43M
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.54K+ 2.12% |
$72.3K - $88.1K
|
74K
$4.8M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.54K+ 2.12% |
$72.3K - $88.1K
|
74K
$4.8M
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.28KNew |
$60.1K - $73.3K
|
1.28K
$83K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.26K+ 6.59% |
$59.2K - $72.1K
|
20.3K
$1.32M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.26K+ 38.15% |
$59K - $71.9K
|
4.55K
$295K
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.13K+ 2.33% |
$52.9K - $64.5K
|
49.5K
$3.22M
|
|
Nov 03, 2022
Q3 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.04K+ 5.24% |
$48.9K - $59.5K
|
20.9K
$1.35M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
840+ 5.46% |
$39.5K - $48.1K
|
16.2K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
808+ 8.22% |
$38K - $46.3K
|
10.6K
$691K
|
|
Oct 14, 2022
Q3 2022
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
792+ 8.33% |
$37.2K - $45.4K
|
10.3K
$669K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
782+ 17.66% |
$36.8K - $44.8K
|
5.21K
$338K
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
733+ 10.14% |
$34.5K - $42K
|
7.97K
$517K
|
|
Oct 26, 2022
Q3 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
589+ 0.41% |
$27.7K - $33.7K
|
144K
$9.32M
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
587+ 0.18% |
$27.6K - $33.6K
|
330K
$21.4M
|