Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG) 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 09, 2023
Q4 2022
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
1.3MNew |
$51.3M - $54.8M
|
1.3M
$53.3M
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
374K+ 35.48% |
$14.7M - $15.7M
|
1.43M
$58.5M
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
308K+ 1692.35% |
$12.2M - $13M
|
326K
$13.4M
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
185KNew |
$7.29M - $7.78M
|
185K
$7.57M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
132KNew |
$5.22M - $5.57M
|
132K
$5.42M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
104KNew |
$4.1M - $4.37M
|
104K
$4.26M
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
87K+ 84.03% |
$3.43M - $3.66M
|
191K
$7.8M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.9K+ 40.71% |
$2.8M - $2.98M
|
245K
$10M
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
53.5KNew |
$2.11M - $2.25M
|
53.5K
$2.19M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47KNew |
$1.85M - $1.98M
|
47K
$1.93M
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
46.5KNew |
$1.83M - $1.96M
|
46.5K
$1.9M
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
37.1KNew |
$1.46M - $1.56M
|
37.1K
$1.52M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31.7KNew |
$1.25M - $1.33M
|
31.7K
$1.3M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
31.3K+ 45.85% |
$1.24M - $1.32M
|
99.7K
$4.08M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
21.5KNew |
$846K - $903K
|
21.5K
$879K
|
|
Jan 30, 2023
Q4 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
21.1K+ 4.76% |
$832K - $888K
|
465K
$19M
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20K+ 435.26% |
$789K - $841K
|
24.6K
$1.01M
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
16.6K+ 39.39% |
$654K - $697K
|
58.7K
$2.4M
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
13.1K+ 35.66% |
$517K - $552K
|
49.9K
$2.04M
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
8.71KNew |
$343K - $366K
|
8.71K
$357K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.08K+ 111.57% |
$279K - $298K
|
13.4K
$549K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.99K+ 75.11% |
$276K - $294K
|
16.3K
$667K
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
6.69K+ 4.28% |
$264K - $281K
|
163K
$6.67M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.59K+ 7.37% |
$220K - $235K
|
81.4K
$3.33M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.18K+ 191.41% |
$86.1K - $91.9K
|
3.33K
$136K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.65K+ 16.98% |
$65K - $69.4K
|
11.4K
$465K
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
1.51K+ 13.56% |
$59.6K - $63.6K
|
12.7K
$518K
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
792+ 33.96% |
$31.2K - $33.3K
|
3.12K
$128K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
426+ 0.78% |
$16.8K - $17.9K
|
55.1K
$2.26M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
233+ 3.02% |
$9.19K - $9.8K
|
7.95K
$325K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
222New |
$8.75K - $9.34K
|
222
$9.09K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
78+ 0.23% |
$3.08K - $3.28K
|
33.6K
$1.37M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$158 - $168
|
4
$164
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3+ 150.0% |
$118 - $126
|
5
$205
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-408- 0.74% |
$16.1K - $17.2K
|
54.5K
$2.23M
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-433- 0.87% |
$17.1K - $18.2K
|
49.3K
$2.02M
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-602- 4.76% |
$23.7K - $25.3K
|
12K
$493K
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-747- 4.76% |
$29.5K - $31.4K
|
15K
$612K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-770- 23.77% |
$30.4K - $32.4K
|
2.47K
$101K
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.61K- 10.04% |
$63.6K - $67.8K
|
14.5K
$592K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.2K- 23.41% |
$86.7K - $92.4K
|
7.19K
$295K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.39K- 18.8% |
$94.2K - $100K
|
10.3K
$423K
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-3.31K- 9.08% |
$131K - $139K
|
33.2K
$1.36M
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.36K- 6.62% |
$132K - $141K
|
47.4K
$1.94M
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.59K- 18.68% |
$142K - $151K
|
15.6K
$641K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.99K- 3.96% |
$315K - $336K
|
194K
$7.95M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-33.7K- 66.25% |
$1.33M - $1.42M
|
17.1K
$702K
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-455K- 70.16% |
$17.9M - $19.1M
|
193K
$7.92M
|