Purchases and Sales Made in Q4 2021 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) during Q4 2021. 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 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
578KNew |
$42.7M - $46.6M
|
578K
$57.3M
|
|
Feb 08, 2022
Q4 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
335K+ 621.64% |
$24.8M - $27M
|
389K
$38.5M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
304K+ 326.33% |
$22.4M - $24.5M
|
397K
$39.3M
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
168K+ 10.22% |
$12.4M - $13.5M
|
1.81M
$179M
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
121KNew |
$8.94M - $9.76M
|
121K
$12M
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
113K+ 124.45% |
$8.37M - $9.13M
|
204K
$20.2M
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
106K+ 19.4% |
$7.81M - $8.52M
|
651K
$64.4M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
102KNew |
$7.51M - $8.2M
|
102K
$10.1M
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
98.7KNew |
$7.29M - $7.96M
|
98.7K
$9.77M
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
88.6KNew |
$6.54M - $7.14M
|
88.6K
$8.77M
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
70KNew |
$5.18M - $5.65M
|
70K
$6.94M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
64.6K+ 82.41% |
$4.77M - $5.21M
|
143K
$14.2M
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
61.3K+ 340.48% |
$4.53M - $4.94M
|
79.3K
$7.86M
|
|
Feb 09, 2022
Q4 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
57.6K+ 19.38% |
$4.26M - $4.65M
|
355K
$35.2M
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
49.3KNew |
$3.64M - $3.98M
|
49.3K
$4.88M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.3K+ 16.09% |
$3.49M - $3.81M
|
341K
$33.8M
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
44KNew |
$3.25M - $3.55M
|
44K
$4.36M
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
41.6KNew |
$3.07M - $3.35M
|
41.6K
$4.12M
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
41K+ 118.25% |
$3.03M - $3.3M
|
75.6K
$7.49M
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
40.7K+ 6.2% |
$3.01M - $3.28M
|
697K
$69M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
39K+ 34.98% |
$2.88M - $3.15M
|
151K
$14.9M
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
38.2K+ 7.98% |
$2.82M - $3.08M
|
517K
$51.2M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
35.5KNew |
$2.63M - $2.87M
|
35.5K
$3.52M
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
33.1KNew |
$2.45M - $2.67M
|
33.1K
$3.28M
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
31KNew |
$2.29M - $2.5M
|
31K
$3.07M
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
30KNew |
$2.22M - $2.42M
|
30K
$2.97M
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
29.5KNew |
$2.18M - $2.38M
|
29.5K
$2.93M
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
28.5KNew |
$2.11M - $2.3M
|
28.5K
$2.82M
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
25.1KNew |
$1.85M - $2.02M
|
25.1K
$2.48M
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
24.4K+ 332.3% |
$1.8M - $1.97M
|
31.7K
$3.14M
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
22.3KNew |
$1.65M - $1.8M
|
22.3K
$2.21M
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
21.7KNew |
$1.6M - $1.75M
|
21.7K
$2.15M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.2KNew |
$1.57M - $1.71M
|
21.2K
$2.1M
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
16.8KNew |
$1.24M - $1.35M
|
16.8K
$1.66M
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
16.6KNew |
$1.23M - $1.34M
|
16.6K
$1.65M
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
16.2K+ 10.64% |
$1.2M - $1.31M
|
169K
$16.7M
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15.6K+ 199.74% |
$1.15M - $1.26M
|
23.4K
$2.32M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2KNew |
$1.13M - $1.23M
|
15.2K
$1.51M
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
14K+ 16.17% |
$1.04M - $1.13M
|
101K
$9.99M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.8K+ 48.82% |
$1.02M - $1.11M
|
42K
$4.16M
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
12.4K+ 13.09% |
$915K - $998K
|
107K
$10.6M
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$898K - $979K
|
12.1K
$1.2M
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
11.2KNew |
$830K - $906K
|
11.2K
$1.11M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.1K+ 34.64% |
$823K - $898K
|
43.3K
$4.29M
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
11.1KNew |
$817K - $891K
|
11.1K
$1.09M
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
10.2KNew |
$756K - $825K
|
10.2K
$1.01M
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
10.1K+ 4698.14% |
$746K - $814K
|
10.3K
$1.02M
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.66K+ 76.79% |
$714K - $779K
|
22.2K
$2.2M
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.23K+ 29.37% |
$682K - $744K
|
40.7K
$4.03M
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
7.72K+ 70.8% |
$571K - $623K
|
18.6K
$1.84M
|