Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) 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 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.14MNew |
$262M - $301M
|
4.14M
$410M
|
|
|
Feb 09, 2023
Q4 2022
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
2.08MNew |
$132M - $151M
|
2.08M
$206M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
533KNew |
$33.7M - $38.8M
|
533K
$52.8M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
409K+ 27.16% |
$25.9M - $29.7M
|
1.92M
$190M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
397KNew |
$25.1M - $28.9M
|
397K
$39.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
355K+ 76.79% |
$22.4M - $25.8M
|
817K
$80.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
349K+ 48.68% |
$22.1M - $25.4M
|
1.07M
$106M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
322KNew |
$20.4M - $23.4M
|
322K
$31.9M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
246K+ 46.0% |
$15.5M - $17.9M
|
780K
$77.2M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
207K+ 17.09% |
$13.1M - $15.1M
|
1.42M
$141M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
203KNew |
$12.8M - $14.8M
|
203K
$20.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
191K+ 53.22% |
$12.1M - $13.9M
|
549K
$54.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
160KNew |
$10.1M - $11.6M
|
160K
$15.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
151KNew |
$9.55M - $11M
|
151K
$15M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
137KNew |
$8.65M - $9.94M
|
137K
$13.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
133K+ 17.88% |
$8.39M - $9.64M
|
874K
$86.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
128K+ 31.95% |
$8.1M - $9.31M
|
529K
$52.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
120K+ 81.48% |
$7.57M - $8.69M
|
266K
$26.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
115KNew |
$7.3M - $8.39M
|
115K
$11.4M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
114KNew |
$7.2M - $8.28M
|
114K
$11.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
108K+ 15.24% |
$6.85M - $7.88M
|
819K
$81.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
108K+ 214.23% |
$6.83M - $7.85M
|
158K
$15.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
108K+ 51.23% |
$6.8M - $7.82M
|
318K
$31.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
102K+ 9.64% |
$6.43M - $7.39M
|
1.16M
$114M
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
101KNew |
$6.42M - $7.38M
|
101K
$10M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
99.9K+ 640.5% |
$6.32M - $7.26M
|
116K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
99K+ 235.53% |
$6.26M - $7.2M
|
141K
$14M
|
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
97.2K+ 15.26% |
$6.15M - $7.06M
|
734K
$72.7M
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
95.9KNew |
$6.07M - $6.97M
|
95.9K
$9.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.5K+ 31.74% |
$5.98M - $6.87M
|
392K
$38.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
88.5K+ 70.05% |
$5.6M - $6.43M
|
215K
$21.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
76.8K+ 172.21% |
$4.86M - $5.58M
|
121K
$12M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
70.9K+ 77.43% |
$4.49M - $5.16M
|
163K
$16.1M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
68KNew |
$4.3M - $4.95M
|
68K
$6.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
61.7KNew |
$3.9M - $4.49M
|
61.7K
$6.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
61.6K+ 51.56% |
$3.9M - $4.48M
|
181K
$17.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
60.9KNew |
$3.85M - $4.43M
|
60.9K
$6.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
59.7K+ 22.81% |
$3.78M - $4.34M
|
322K
$31.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
57.6K+ 28.01% |
$3.64M - $4.19M
|
263K
$26.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57.4K+ 54.83% |
$3.63M - $4.17M
|
162K
$16.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
56.8K+ 16.44% |
$3.59M - $4.13M
|
402K
$39.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
55.2K+ 32.95% |
$3.49M - $4.01M
|
223K
$22.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
54.5KNew |
$3.45M - $3.96M
|
54.5K
$5.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
52.4K+ 41.19% |
$3.31M - $3.81M
|
180K
$17.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
50.6K+ 37.73% |
$3.2M - $3.68M
|
185K
$18.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
49.5K+ 58.22% |
$3.13M - $3.6M
|
134K
$13.3M
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
41.9K+ 10.44% |
$2.65M - $3.05M
|
443K
$43.9M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
41.7K+ 68.78% |
$2.64M - $3.03M
|
102K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.6KNew |
$2.57M - $2.95M
|
40.6K
$4.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
38.8KNew |
$2.45M - $2.82M
|
38.8K
$3.84M
|