Purchases and Sales Made in Q3 2022 in American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
83K+ 551.7% |
$3.13M - $3.72M
|
98K
$5.36M
|
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
BUY
|
- |
83KNew |
$3.13M - $3.72M
|
83K
$4.53M
|
|
|
Nov 02, 2022
Q3 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
48.7K+ 162.77% |
$1.84M - $2.19M
|
78.7K
$4.3M
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
38.8KNew |
$1.46M - $1.74M
|
38.8K
$2.12M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
31.6K+ 91.22% |
$1.19M - $1.42M
|
66.3K
$3.62M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
29.3KNew |
$1.1M - $1.31M
|
29.3K
$1.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24.1K+ 61.89% |
$911K - $1.08M
|
63.2K
$3.45M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
19.5KNew |
$734K - $873K
|
19.5K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
17.6K+ 82.16% |
$666K - $792K
|
39.1K
$2.14M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17.4K+ 62.56% |
$657K - $781K
|
45.2K
$2.47M
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
10.9K+ 51.3% |
$410K - $488K
|
32K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
8.17KNew |
$308K - $366K
|
8.17K
$446K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.82KNew |
$295K - $351K
|
7.82K
$427K
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
7.53KNew |
$284K - $338K
|
7.53K
$411K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.34K+ 60.08% |
$277K - $329K
|
19.6K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.42K+ 13.45% |
$129K - $153K
|
28.8K
$1.58M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2.22KNew |
$83.7K - $99.5K
|
2.22K
$121K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.1KNew |
$79.3K - $94.4K
|
2.1K
$115K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.53K+ 3.8% |
$57.7K - $68.7K
|
41.8K
$2.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.27K+ 138.76% |
$47.9K - $57K
|
2.19K
$119K
|
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
1.21K+ 114.15% |
$45.6K - $54.3K
|
2.27K
$124K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
92+ 18.18% |
$3.47K - $4.13K
|
598
$32.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-3.99K- 11.72% |
$151K - $179K
|
30.1K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.8K- 95.48% |
$560K - $666K
|
703
$38.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-16.5K- 72.45% |
$622K - $740K
|
6.27K
$342K
|