Purchases and Sales Made in Q3 2022 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) 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 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
626+ 1.36% |
$39K - $46.4K
|
46.7K
$4.7M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
564+ 7.07% |
$35.2K - $41.8K
|
8.54K
$859K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
548+ 17.6% |
$34.2K - $40.6K
|
3.66K
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
378+ 3.0% |
$23.6K - $28K
|
13K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
375+ 6250.0% |
$23.4K - $27.8K
|
381
$38.4K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
296+ 0.73% |
$18.5K - $21.9K
|
41K
$4.13M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
268+ 3.09% |
$16.7K - $19.9K
|
8.94K
$900K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
258+ 1290.0% |
$16.1K - $19.1K
|
278
$28K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
198+ 0.62% |
$12.3K - $14.7K
|
32K
$3.22M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
96+ 7.42% |
$5.99K - $7.12K
|
1.39K
$140K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
35+ 0.29% |
$2.18K - $2.59K
|
12.2K
$1.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
26+ 0.45% |
$1.62K - $1.93K
|
5.82K
$586K
|
|
|
Oct 07, 2022
Q3 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
22+ 0.44% |
$1.37K - $1.63K
|
4.98K
$501K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
14+ 0.44% |
$873 - $1.04K
|
3.21K
$323K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23- 1.88% |
$1.43K - $1.7K
|
1.2K
$121K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-57- 1.94% |
$3.55K - $4.23K
|
2.88K
$290K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-235- 0.68% |
$14.7K - $17.4K
|
34.4K
$3.46M
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-236- 0.77% |
$14.7K - $17.5K
|
30.6K
$3.08M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-283Closed |
$17.6K - $21K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-814- 10.07% |
$50.8K - $60.3K
|
7.27K
$732K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-988- 6.1% |
$61.6K - $73.2K
|
15.2K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.33K- 25.53% |
$82.6K - $98.2K
|
3.87K
$389K
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.35K- 8.12% |
$84.2K - $100K
|
15.3K
$1.54M
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.51K- 8.15% |
$94.3K - $112K
|
17.1K
$1.72M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.58K- 8.25% |
$98.7K - $117K
|
17.6K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.73K- 4.4% |
$108K - $128K
|
37.7K
$3.79M
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.44K- 4.03% |
$152K - $181K
|
58.1K
$5.85M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.83K- 2.56% |
$177K - $210K
|
108K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.97K- 27.58% |
$185K - $220K
|
7.8K
$785K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-3.71K- 17.6% |
$231K - $275K
|
17.4K
$1.75M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.65K- 3.77% |
$290K - $345K
|
119K
$12M
|
|
|
Nov 03, 2022
Q3 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-4.79K- 3.47% |
$299K - $355K
|
133K
$13.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-5.73K- 26.87% |
$357K - $425K
|
15.6K
$1.57M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.95K- 34.76% |
$371K - $441K
|
11.2K
$1.12M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.81K- 6.84% |
$425K - $505K
|
92.8K
$9.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.23K- 2.67% |
$451K - $536K
|
264K
$26.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.8K- 66.22% |
$611K - $726K
|
5K
$503K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.7K- 20.79% |
$730K - $867K
|
44.6K
$4.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-17.2K- 11.92% |
$1.07M - $1.28M
|
127K
$12.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-18.1K- 77.08% |
$1.13M - $1.34M
|
5.37K
$541K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-21K- 14.49% |
$1.31M - $1.56M
|
124K
$12.5M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-23.9K- 98.84% |
$1.49M - $1.77M
|
280
$28.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-28.5K- 83.31% |
$1.77M - $2.11M
|
5.7K
$574K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.2K- 45.58% |
$2.19M - $2.61M
|
42K
$4.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-46.3K- 14.13% |
$2.89M - $3.43M
|
281K
$28.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-57.3K- 10.07% |
$3.57M - $4.25M
|
512K
$51.6M
|
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-59.3K- 3.78% |
$3.69M - $4.39M
|
1.51M
$152M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-60.4K- 7.78% |
$3.77M - $4.48M
|
717K
$72.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-90.9K- 49.85% |
$5.67M - $6.74M
|
91.4K
$9.2M
|