Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
21New |
$995 - $1.2K
|
21
$1.42K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
8+ 88.89% |
$379 - $458
|
17
$1.15K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-40Closed |
$1.9K - $2.29K
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-136- 1.71% |
$6.45K - $7.79K
|
7.83K
$528K
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-177- 0.25% |
$8.39K - $10.1K
|
69.6K
$4.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-218- 58.6% |
$10.3K - $12.5K
|
154
$10.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-295- 1.08% |
$14K - $16.9K
|
27K
$1.83M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-422- 1.93% |
$20K - $24.2K
|
21.4K
$1.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-595- 11.07% |
$28.2K - $34.1K
|
4.78K
$323K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-728- 3.58% |
$34.5K - $41.7K
|
19.6K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-895- 5.27% |
$42.4K - $51.3K
|
16.1K
$1.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.15K- 1.03% |
$54.6K - $66.1K
|
111K
$7.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.17K- 1.58% |
$55.3K - $66.9K
|
72.8K
$4.91M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.17K- 1.58% |
$55.3K - $66.9K
|
72.8K
$4.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.26K- 5.61% |
$59.8K - $72.3K
|
21.2K
$1.43M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.7K- 19.53% |
$80.6K - $97.4K
|
7K
$473K
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.94K- 5.81% |
$92.1K - $111K
|
31.5K
$2.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-2.2K- 22.83% |
$104K - $126K
|
7.44K
$502K
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-2.75K- 7.89% |
$130K - $158K
|
32.1K
$2.17M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.99K- 40.93% |
$141K - $171K
|
4.31K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.34K- 73.49% |
$158K - $191K
|
1.21K
$81.3K
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.44K- 37.63% |
$163K - $197K
|
5.71K
$385K
|
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
SELL
|
- |
-5.76K- 1.31% |
$273K - $330K
|
435K
$29.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10K- 64.48% |
$475K - $574K
|
5.52K
$372K
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-11.8K- 3.18% |
$559K - $676K
|
360K
$24.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-13K- 11.69% |
$618K - $747K
|
98.6K
$6.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-17.3K- 9.46% |
$821K - $993K
|
166K
$11.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-17.7K- 30.43% |
$840K - $1.02M
|
40.5K
$2.73M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-20.2K- 4.22% |
$956K - $1.16M
|
458K
$30.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-23.5K- 96.27% |
$1.12M - $1.35M
|
912
$61.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-30.5K- 24.34% |
$1.44M - $1.75M
|
94.7K
$6.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-62.3K- 62.97% |
$2.95M - $3.57M
|
36.6K
$2.47M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-62.9K- 56.25% |
$2.98M - $3.6M
|
48.9K
$3.3M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-335K- 27.64% |
$15.9M - $19.2M
|
877K
$59.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-570K- 88.12% |
$27M - $32.6M
|
76.8K
$5.18M
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-2.26M- 97.87% |
$107M - $129M
|
49K
$3.31M
|