Purchases and Sales Made in Q4 2021 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
435K+ 3953209.0% |
$26.7M - $29.3M
|
435K
$28.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
286K+ 54.15% |
$17.6M - $19.2M
|
813K
$52.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
247K+ 8.73% |
$15.2M - $16.6M
|
3.07M
$199M
|
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
193K+ 25.71% |
$11.9M - $13M
|
945K
$61.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
161K+ 317.61% |
$9.9M - $10.8M
|
212K
$13.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
144KNew |
$8.84M - $9.69M
|
144K
$9.29M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
125KNew |
$7.66M - $8.4M
|
125K
$8.05M
|
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
99.2K+ 11.53% |
$6.1M - $6.68M
|
959K
$62M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
89.6KNew |
$5.51M - $6.04M
|
89.6K
$5.79M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
85.6K+ 62.77% |
$5.26M - $5.77M
|
222K
$14.4M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
84.3K+ 214.75% |
$5.18M - $5.68M
|
124K
$7.98M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
68.9KNew |
$4.24M - $4.64M
|
68.9K
$4.45M
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
55.2KNew |
$3.39M - $3.72M
|
55.2K
$3.57M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
54.5K+ 40.84% |
$3.35M - $3.67M
|
188K
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.6K+ 193.79% |
$2.86M - $3.14M
|
70.6K
$4.56M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
42.6KNew |
$2.62M - $2.87M
|
42.6K
$2.75M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
41K+ 12.78% |
$2.52M - $2.77M
|
362K
$23.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
36.2K+ 127.78% |
$2.23M - $2.44M
|
64.5K
$4.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
35KNew |
$2.15M - $2.35M
|
35K
$2.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
32.9K+ 24.58% |
$2.02M - $2.22M
|
167K
$10.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
32.2K+ 8.28% |
$1.98M - $2.17M
|
421K
$27.2M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32K+ 1.77% |
$1.97M - $2.15M
|
1.84M
$119M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
30.7KNew |
$1.89M - $2.07M
|
30.7K
$1.99M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27.9KNew |
$1.71M - $1.88M
|
27.9K
$1.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
27.7KNew |
$1.7M - $1.87M
|
27.7K
$1.79M
|
|
|
Aug 11, 2023
Q4 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
27.7K+ 185.38% |
$1.7M - $1.87M
|
42.7K
$2.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
27KNew |
$1.66M - $1.82M
|
27K
$1.75M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
21.7KNew |
$1.33M - $1.46M
|
21.7K
$1.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
18KNew |
$1.11M - $1.21M
|
18K
$1.16M
|
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
15.6K+ 17.17% |
$957K - $1.05M
|
106K
$6.87M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.2KNew |
$936K - $1.03M
|
15.2K
$984K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
14.9KNew |
$915K - $1M
|
14.9K
$962K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.4K+ 52.96% |
$824K - $903K
|
38.7K
$2.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
13.1K+ 4.25% |
$806K - $884K
|
322K
$20.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
12.8K+ 41.99% |
$785K - $860K
|
43.2K
$2.79M
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
12.6K+ 7.61% |
$774K - $848K
|
178K
$11.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
12.2KNew |
$750K - $822K
|
12.2K
$789K
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
12.1KNew |
$745K - $816K
|
12.1K
$783K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
9.64K+ 14.47% |
$592K - $649K
|
76.2K
$4.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
9.31K+ 324.42% |
$573K - $628K
|
12.2K
$788K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.88KNew |
$546K - $598K
|
8.88K
$574K
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
8.38KNew |
$515K - $564K
|
8.38K
$541K
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
7.39KNew |
$454K - $498K
|
7.39K
$478K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.65K+ 131.38% |
$409K - $448K
|
11.7K
$757K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.61KNew |
$406K - $445K
|
6.61K
$427K
|
|
|
Jan 14, 2022
Q4 2021
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
6.4K+ 9.89% |
$393K - $431K
|
71.1K
$4.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
6.28KNew |
$386K - $423K
|
6.28K
$406K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.03K+ 29.88% |
$371K - $406K
|
26.2K
$1.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5.78K+ 1015.47% |
$355K - $389K
|
6.35K
$410K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
5.65K+ 4.97% |
$347K - $381K
|
119K
$7.71M
|