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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
351New |
$16.5K - $20.1K
|
351
$22.8K
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
334+ 2.75% |
$15.7K - $19.1K
|
12.5K
$810K
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
294+ 6.64% |
$13.8K - $16.8K
|
4.72K
$306K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
280+ 4000.0% |
$13.2K - $16K
|
287
$18.6K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
250New |
$11.8K - $14.3K
|
250
$16.2K
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
241+ 2.63% |
$11.3K - $13.8K
|
9.39K
$610K
|
|
Nov 02, 2022
Q3 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
237+ 0.96% |
$11.1K - $13.6K
|
24.9K
$1.62M
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
206+ 62.24% |
$9.69K - $11.8K
|
537
$34.9K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
200New |
$9.4K - $11.5K
|
200
$13K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
174+ 3.02% |
$8.18K - $9.97K
|
5.94K
$386K
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
100+ 1.2% |
$4.7K - $5.73K
|
8.4K
$545K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.7K - $5.73K
|
100
$6.49K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
55+ 0.96% |
$2.59K - $3.15K
|
5.8K
$377K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
55New |
$2.59K - $3.15K
|
55
$3.57K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
40+ 666.67% |
$1.88K - $2.29K
|
46
$2.99K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
29New |
$1.36K - $1.66K
|
29
$1.88K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$188 - $229
|
4
$260
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
3+ 50.0% |
$141 - $172
|
9
$584
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 20.0% |
$47 - $57.3
|
6
$390
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-74- 4.1% |
$3.48K - $4.24K
|
1.73K
$113K
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-300- 5.41% |
$14.1K - $17.2K
|
5.25K
$341K
|
|
Nov 04, 2022
Q3 2022
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-312- 39.29% |
$14.7K - $17.9K
|
482
$31.3K
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-325- 3.13% |
$15.3K - $18.6K
|
10.1K
$653K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-354- 1.65% |
$16.6K - $20.3K
|
21.2K
$1.37M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-463Closed |
$21.8K - $26.5K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-469- 0.78% |
$22.1K - $26.9K
|
59.7K
$3.88M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-595- 1.67% |
$28K - $34.1K
|
34.9K
$2.27M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-714- 4.4% |
$33.6K - $40.9K
|
15.5K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-715- 8.32% |
$33.6K - $41K
|
7.88K
$511K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.15K- 4.84% |
$54.1K - $65.9K
|
22.6K
$1.47M
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-1.2K- 5.29% |
$56.5K - $68.8K
|
21.5K
$1.4M
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.63K- 18.03% |
$76.6K - $93.4K
|
7.41K
$481K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.84K- 83.14% |
$86.3K - $105K
|
372
$24.2K
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.84K- 16.64% |
$86.4K - $105K
|
9.2K
$597K
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.96K- 8.02% |
$92.2K - $112K
|
22.5K
$1.46M
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-2.19K- 18.52% |
$103K - $125K
|
9.64K
$626K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.21K- 1.94% |
$104K - $126K
|
112K
$7.26M
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.81K- 5.18% |
$132K - $161K
|
51.4K
$3.34M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.07K- 88.91% |
$144K - $176K
|
383
$24.9K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.02K- 12.09% |
$189K - $230K
|
29.2K
$1.9M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.64K- 23.98% |
$218K - $266K
|
14.7K
$956K
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-4.73K- 6.32% |
$222K - $271K
|
70.1K
$4.55M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.1K- 40.42% |
$287K - $349K
|
8.98K
$583K
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-6.91K- 44.27% |
$325K - $396K
|
8.7K
$565K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9.3K- 34.15% |
$437K - $533K
|
17.9K
$1.16M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10K- 29.07% |
$471K - $574K
|
24.5K
$1.59M
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-11.2K- 25.0% |
$525K - $639K
|
33.5K
$2.17M
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-11.3K- 26.21% |
$533K - $649K
|
31.9K
$2.07M
|
|
Oct 12, 2022
Q3 2022
|
Divergent Planning, LLC
|
SELL
|
- |
-12.5K- 3.86% |
$585K - $713K
|
310K
$20.2M
|