Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) 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 |
---|---|---|---|---|---|---|---|
Jan 23, 2023
Q4 2022
|
Better Wealth, LLC
|
BUY
|
- |
250KNew |
$9.22M - $10.8M
|
250K
$10.5M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
219KNew |
$8.08M - $9.46M
|
219K
$9.23M
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
182K+ 731.38% |
$6.74M - $7.88M
|
207K
$8.74M
|
|
Feb 09, 2023
Q4 2022
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
162KNew |
$5.97M - $6.99M
|
162K
$6.82M
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
151K+ 14.9% |
$5.57M - $6.52M
|
1.16M
$49M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
147KNew |
$5.45M - $6.37M
|
147K
$6.22M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
130KNew |
$4.82M - $5.64M
|
130K
$5.5M
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
86.7KNew |
$3.2M - $3.75M
|
86.7K
$3.66M
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
75.7KNew |
$2.8M - $3.27M
|
75.7K
$3.19M
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
74KNew |
$2.73M - $3.2M
|
74K
$3.12M
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
69.3KNew |
$2.56M - $2.99M
|
69.3K
$2.92M
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
58.9K+ 308.0% |
$2.18M - $2.54M
|
78K
$3.29M
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
55.6KNew |
$2.05M - $2.4M
|
55.6K
$2.34M
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
50.8K+ 239.72% |
$1.88M - $2.2M
|
72K
$3.04M
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
39.8KNew |
$1.47M - $1.72M
|
39.8K
$1.68M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.4KNew |
$1.27M - $1.49M
|
34.4K
$1.45M
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
26.2K+ 6.34% |
$970K - $1.13M
|
440K
$18.6M
|
|
Jan 24, 2023
Q4 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
25.9KNew |
$956K - $1.12M
|
25.9K
$1.09M
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
24.4KNew |
$903K - $1.06M
|
24.4K
$1.03M
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
24.2K+ 23.68% |
$893K - $1.04M
|
126K
$5.32M
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
23.2KNew |
$856K - $1M
|
23.2K
$977K
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
20.3KNew |
$748K - $875K
|
20.3K
$854K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.5KNew |
$719K - $841K
|
19.5K
$821K
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
19.3KNew |
$714K - $835K
|
19.3K
$815K
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
16.7KNew |
$615K - $720K
|
16.7K
$702K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.2K+ 23.06% |
$597K - $698K
|
86.2K
$3.64M
|
|
Feb 13, 2023
Q4 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
8.78KNew |
$325K - $380K
|
8.78K
$370K
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8.28KNew |
$306K - $358K
|
8.28K
$349K
|
|
Jan 12, 2023
Q4 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
8.27K+ 7.25% |
$306K - $358K
|
122K
$5.16M
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
7.13KNew |
$263K - $308K
|
7.13K
$301K
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
6.63KNew |
$245K - $287K
|
6.63K
$280K
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6.04KNew |
$223K - $261K
|
6.04K
$255K
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.44KNew |
$201K - $235K
|
5.44K
$229K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.2K+ 65.33% |
$192K - $225K
|
13.2K
$555K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.04KNew |
$186K - $218K
|
5.04K
$213K
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.27K+ 46.17% |
$158K - $185K
|
13.5K
$570K
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
3.45K+ 15.34% |
$127K - $149K
|
25.9K
$1.09M
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.19K+ 6.85% |
$118K - $138K
|
49.8K
$2.1M
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.22KNew |
$82K - $95.9K
|
2.22K
$93.5K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.83KNew |
$67.5K - $78.9K
|
1.83K
$77K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.1K+ 37.23% |
$40.7K - $47.6K
|
4.06K
$171K
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
929+ 136.62% |
$34.3K - $40.2K
|
1.61K
$67.9K
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
534New |
$19.7K - $23.1K
|
534
$22.5K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
232New |
$8.57K - $10K
|
232
$9.78K
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
190+ 1.8% |
$7.02K - $8.21K
|
10.7K
$453K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 1.3% |
$665 - $778
|
1.4K
$59.2K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17New |
$628 - $735
|
17
$717
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-229- 6.32% |
$8.46K - $9.9K
|
3.4K
$143K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.68K- 4.96% |
$136K - $159K
|
70.4K
$2.97M
|