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 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.28KNew |
$325K - $356K
|
5.28K
$343K
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.98KNew |
$306K - $336K
|
4.98K
$323K
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.85KNew |
$298K - $327K
|
4.85K
$315K
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
4.8K+ 7.86% |
$295K - $323K
|
65.9K
$4.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4.71KNew |
$289K - $317K
|
4.71K
$305K
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.54KNew |
$279K - $306K
|
4.54K
$295K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.35K+ 45.38% |
$268K - $293K
|
13.9K
$905K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.31K+ 4.91% |
$265K - $290K
|
91.9K
$5.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.19KNew |
$257K - $282K
|
4.19K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.72K+ 20.66% |
$228K - $250K
|
21.7K
$1.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.68K+ 14.16% |
$226K - $248K
|
29.7K
$1.93M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.66KNew |
$225K - $247K
|
3.66K
$238K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.56K+ 20.57% |
$219K - $240K
|
20.9K
$1.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.54KNew |
$218K - $239K
|
3.54K
$230K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
3.38K+ 2722.58% |
$208K - $227K
|
3.5K
$227K
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
2.93K+ 55.82% |
$180K - $198K
|
8.19K
$532K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.97KNew |
$121K - $133K
|
1.97K
$128K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
1.95KNew |
$120K - $131K
|
1.95K
$127K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.41K+ 19.42% |
$86.4K - $94.7K
|
8.64K
$561K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
1.17K+ 0.68% |
$71.9K - $78.8K
|
172K
$11.2M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.09K+ 1.54% |
$66.8K - $73.2K
|
71.5K
$4.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.09K+ 1.54% |
$66.8K - $73.2K
|
71.5K
$4.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
985+ 8.77% |
$60.5K - $66.4K
|
12.2K
$793K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
749New |
$46K - $50.5K
|
749
$48.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
748New |
$46K - $50.4K
|
748
$48.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
708+ 9.0% |
$43.5K - $47.7K
|
8.58K
$557K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
637+ 8.99% |
$39.2K - $42.9K
|
7.72K
$501K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
633New |
$38.9K - $42.7K
|
633
$41.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
578+ 3400.0% |
$35.5K - $38.9K
|
595
$38.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
565+ 16.79% |
$34.7K - $38.1K
|
3.93K
$255K
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
494+ 15.61% |
$30.4K - $33.3K
|
3.66K
$237K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
370New |
$22.7K - $24.9K
|
370
$24K
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
360+ 1.71% |
$22.1K - $24.3K
|
21.4K
$1.39M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
348+ 0.98% |
$21.4K - $23.4K
|
35.7K
$2.32M
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
311+ 0.67% |
$19.1K - $21K
|
46.5K
$3.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
290New |
$17.8K - $19.5K
|
290
$18.8K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
283New |
$17.4K - $19.1K
|
283
$18.4K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
250New |
$15.4K - $16.8K
|
250
$16.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
240New |
$14.8K - $16.2K
|
240
$15.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
100+ 4.1% |
$6.15K - $6.74K
|
2.54K
$165K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
73+ 11.99% |
$4.49K - $4.92K
|
682
$44.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
70+ 0.81% |
$4.3K - $4.72K
|
8.72K
$566K
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
BUY
|
- |
61+ 1.5% |
$3.75K - $4.11K
|
4.13K
$268K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
49+ 1.49% |
$3.01K - $3.3K
|
3.33K
$216K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
48New |
$2.95K - $3.23K
|
48
$3.12K
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
40New |
$2.46K - $2.7K
|
40
$2.6K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
25New |
$1.54K - $1.68K
|
25
$1.62K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-47Closed |
$2.89K - $3.17K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-196Closed |
$12K - $13.2K
|
0
$0
|