Purchases and Sales Made in Q4 2021 in American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG) 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 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
424KNew |
$20.5M - $20.9M
|
424K
$17.4M
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
83.9KNew |
$4.06M - $4.14M
|
83.9K
$3.44M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47.3KNew |
$2.29M - $2.34M
|
47.3K
$1.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
33K+ 26.76% |
$1.6M - $1.63M
|
156K
$6.39M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.1K+ 56.38% |
$1.26M - $1.29M
|
72.3K
$2.96M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
16.1K+ 6.91% |
$781K - $796K
|
250K
$10.2M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
14.8K+ 231.71% |
$714K - $728K
|
21.1K
$865K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12.2KNew |
$593K - $604K
|
12.2K
$501K
|
|
|
Feb 08, 2022
Q4 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
11K+ 39.12% |
$530K - $540K
|
38.9K
$1.59M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
8.8KNew |
$426K - $434K
|
8.8K
$360K
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8.57KNew |
$415K - $423K
|
8.57K
$351K
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
7.54K+ 111.78% |
$365K - $372K
|
14.3K
$585K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.21K+ 106.2% |
$349K - $356K
|
14K
$573K
|
|
|
Aug 11, 2023
Q4 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
5.94KNew |
$287K - $293K
|
5.94K
$243K
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.6KNew |
$271K - $276K
|
5.6K
$229K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.6KNew |
$222K - $227K
|
4.6K
$188K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.45KNew |
$118K - $121K
|
2.45K
$100K
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.02K+ 2.1% |
$49.4K - $50.4K
|
49.6K
$2.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
914New |
$44.3K - $45.1K
|
914
$37.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
307New |
$14.9K - $15.1K
|
307
$12.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
245+ 21.53% |
$11.9K - $12.1K
|
1.38K
$56.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-144- 2.13% |
$6.97K - $7.1K
|
6.62K
$271K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.03KClosed |
$49.9K - $50.8K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.85K- 4.56% |
$89.6K - $91.3K
|
38.7K
$1.59M
|
|
|
Jan 18, 2022
Q4 2021
|
Applied Capital LLC
|
SELL
|
- |
-6.7K- 32.44% |
$325K - $331K
|
14K
$572K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-44K- 55.84% |
$2.13M - $2.17M
|
34.8K
$1.42M
|