Purchases and Sales Made in Q1 2022 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
175KNew |
$8.8M - $9.67M
|
175K
$11.7M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
162K+ 728.11% |
$8.13M - $8.93M
|
184K
$12.3M
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
25.2K+ 1.46% |
$1.27M - $1.39M
|
1.75M
$117M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19.4K+ 104.94% |
$979K - $1.07M
|
38K
$2.53M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
18.6KNew |
$938K - $1.03M
|
18.6K
$1.24M
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
16.2K+ 125.8% |
$817K - $897K
|
29.1K
$1.94M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
14KNew |
$705K - $774K
|
14K
$934K
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
13.8KNew |
$692K - $760K
|
13.8K
$918K
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
12.5KNew |
$627K - $689K
|
12.5K
$832K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9KNew |
$453K - $498K
|
9K
$601K
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7.2KNew |
$362K - $398K
|
7.2K
$480K
|
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.88KNew |
$346K - $380K
|
6.88K
$459K
|
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
6.73KNew |
$339K - $372K
|
6.73K
$449K
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.63K+ 24.56% |
$283K - $311K
|
28.6K
$1.9M
|
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
5.01KNew |
$252K - $277K
|
5.01K
$334K
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.6KNew |
$232K - $254K
|
4.6K
$307K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.92K+ 34.79% |
$197K - $217K
|
15.2K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.15K+ 4.95% |
$108K - $119K
|
45.5K
$3.04M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.02KNew |
$102K - $112K
|
2.02K
$135K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.22K+ 29.58% |
$61.4K - $67.4K
|
5.35K
$357K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1KNew |
$50.3K - $55.3K
|
1K
$66.7K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
860+ 70.2% |
$43.3K - $47.5K
|
2.09K
$139K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
600New |
$30.2K - $33.2K
|
600
$40K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
500New |
$25.2K - $27.6K
|
500
$33.4K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
430New |
$21.6K - $23.8K
|
430
$28.7K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-839- 27.78% |
$42.2K - $46.4K
|
2.18K
$145K
|
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.09K- 27.15% |
$105K - $116K
|
5.61K
$374K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.82KClosed |
$343K - $377K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-8.95KClosed |
$450K - $495K
|
0
$0
|