Purchases and Sales Made in Q3 2022 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2022
Q3 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
114KNew |
$4.4M - $5.61M
|
114K
$4.76M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
44K+ 145.95% |
$1.69M - $2.16M
|
74.1K
$3.09M
|
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
42K+ 4.33% |
$1.62M - $2.06M
|
1.01M
$42.2M
|
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
39.1K+ 10.42% |
$1.5M - $1.92M
|
414K
$17.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
31.1K+ 415.41% |
$1.2M - $1.53M
|
38.6K
$1.61M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
24.9KNew |
$960K - $1.23M
|
24.9K
$1.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
18.3K+ 39.27% |
$706K - $901K
|
65K
$2.71M
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
9.71K+ 76.17% |
$374K - $477K
|
22.5K
$936K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.51K+ 15.72% |
$366K - $468K
|
70K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.96KNew |
$307K - $391K
|
7.96K
$332K
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
7.08K+ 7.45% |
$273K - $348K
|
102K
$4.26M
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
6.08K+ 46.61% |
$234K - $299K
|
19.1K
$797K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.31K+ 87.26% |
$166K - $212K
|
9.25K
$386K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.27K+ 329.17% |
$87.3K - $111K
|
2.96K
$123K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.25K+ 26.09% |
$86.8K - $111K
|
10.9K
$454K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.41K+ 3.12% |
$54.2K - $69.2K
|
46.6K
$1.94M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
975+ 237.23% |
$37.5K - $47.9K
|
1.39K
$57.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
200New |
$7.7K - $9.83K
|
200
$8.34K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
159New |
$6.12K - $7.82K
|
159
$6.63K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
76New |
$2.93K - $3.74K
|
76
$3.17K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.07K- 22.74% |
$41.1K - $52.5K
|
3.63K
$151K
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-2.71K- 17.9% |
$104K - $133K
|
12.4K
$517K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.88K- 21.47% |
$111K - $142K
|
10.5K
$440K
|
|
|
Nov 03, 2022
Q3 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-5.77K- 21.41% |
$222K - $284K
|
21.2K
$883K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-10.6K- 27.22% |
$408K - $521K
|
28.3K
$1.18M
|