Purchases and Sales Made in Q2 2022 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
970KNew |
$41.5M - $52.3M
|
970K
$43M
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
95KNew |
$4.06M - $5.13M
|
95K
$4.21M
|
|
|
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
50.2K+ 15.45% |
$2.14M - $2.71M
|
375K
$16.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
40K+ 597.97% |
$1.71M - $2.16M
|
46.7K
$2.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
38.9KNew |
$1.66M - $2.1M
|
38.9K
$1.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
33.8K+ 297.55% |
$1.45M - $1.82M
|
45.2K
$2M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19.6K+ 185.34% |
$836K - $1.06M
|
30.1K
$1.33M
|
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
15.1KNew |
$646K - $816K
|
15.1K
$670K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$558K - $704K
|
13.1K
$578K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.1K+ 27.49% |
$558K - $704K
|
60.5K
$2.68M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.64KNew |
$369K - $466K
|
8.64K
$383K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7.68K+ 143.14% |
$328K - $414K
|
13K
$578K
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
7.49K+ 142.69% |
$320K - $404K
|
12.7K
$565K
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
7.48KNew |
$320K - $404K
|
7.48K
$332K
|
|
|
Jul 19, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.36KNew |
$229K - $289K
|
5.36K
$238K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
4.69KNew |
$201K - $253K
|
4.69K
$208K
|
|
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.95K+ 7.8% |
$83.4K - $105K
|
27K
$1.19M
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
679+ 67900.0% |
$29K - $36.6K
|
680
$30.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
675+ 4821.43% |
$28.9K - $36.4K
|
689
$30.5K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
411New |
$17.6K - $22.2K
|
411
$18.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
369+ 8.08% |
$15.8K - $19.9K
|
4.94K
$219K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-133Closed |
$5.69K - $7.18K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-411Closed |
$17.6K - $22.2K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-645Closed |
$27.6K - $34.8K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.34KClosed |
$57.2K - $72.1K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.45K- 12.97% |
$61.9K - $78.1K
|
9.72K
$431K
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-5.58KClosed |
$238K - $301K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-16.8K- 55.61% |
$719K - $908K
|
13.4K
$595K
|