Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
173KNew |
$7.01M - $8.02M
|
173K
$9.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
148KNew |
$6.03M - $6.9M
|
148K
$8.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
133KNew |
$5.42M - $6.2M
|
133K
$7.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
94K+ 1833.39% |
$3.82M - $4.37M
|
99.1K
$5.36M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
91.1KNew |
$3.7M - $4.24M
|
91.1K
$4.92M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
64.7K+ 141.08% |
$2.63M - $3.01M
|
111K
$5.98M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
40.8KNew |
$1.66M - $1.89M
|
40.8K
$2.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
30.9KNew |
$1.26M - $1.44M
|
30.9K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
28K+ 25.09% |
$1.14M - $1.3M
|
139K
$7.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
21.6KNew |
$877K - $1M
|
21.6K
$1.17M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
19.5KNew |
$791K - $904K
|
19.5K
$1.05M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
16.5K+ 107.38% |
$671K - $768K
|
31.9K
$1.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.8KNew |
$479K - $548K
|
11.8K
$637K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
11.7K+ 76.59% |
$477K - $545K
|
27K
$1.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
8.26K+ 131.48% |
$336K - $384K
|
14.5K
$786K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.8KNew |
$276K - $316K
|
6.8K
$367K
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.29KNew |
$215K - $246K
|
5.29K
$286K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
985New |
$40K - $45.8K
|
985
$53.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
970+ 35.34% |
$39.4K - $45.1K
|
3.72K
$201K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
620+ 11.08% |
$25.2K - $28.8K
|
6.22K
$336K
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
231+ 0.13% |
$9.39K - $10.7K
|
175K
$9.47M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
60New |
$2.44K - $2.79K
|
60
$3.24K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
53+ 2.54% |
$2.15K - $2.46K
|
2.14K
$116K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
4+ 6.45% |
$163 - $186
|
66
$3.57K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-252- 10.82% |
$10.2K - $11.7K
|
2.08K
$112K
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-7.36K- 17.45% |
$299K - $342K
|
34.8K
$1.88M
|