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 |
---|---|---|---|---|---|---|---|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
37.8K+ 160.07% |
$2.39M - $2.75M
|
61.5K
$6.02M
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.6KNew |
$2.31M - $2.66M
|
36.6K
$3.58M
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
35.8KNew |
$2.26M - $2.6M
|
35.8K
$3.5M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.2KNew |
$2.22M - $2.56M
|
35.2K
$3.44M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.4K+ 126.37% |
$2.18M - $2.5M
|
61.7K
$6.04M
|
|
Jan 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
33.6K+ 175.14% |
$2.13M - $2.44M
|
52.8K
$5.17M
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
33.3K+ 19.32% |
$2.11M - $2.42M
|
206K
$20.2M
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
32.2K+ 31.35% |
$2.04M - $2.34M
|
135K
$13.2M
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
32.1KNew |
$2.03M - $2.33M
|
32.1K
$3.14M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.3KNew |
$1.98M - $2.28M
|
31.3K
$3.07M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
31.2K+ 75.77% |
$1.97M - $2.26M
|
72.3K
$7.08M
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
30.9K+ 92.69% |
$1.95M - $2.25M
|
64.2K
$6.29M
|
|
Feb 01, 2023
Q4 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
30.5KNew |
$1.93M - $2.21M
|
30.5K
$2.98M
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
30.1KNew |
$1.9M - $2.19M
|
30.1K
$2.95M
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
30.1KNew |
$1.9M - $2.19M
|
30.1K
$2.95M
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
29.4K+ 8.15% |
$1.86M - $2.14M
|
390K
$38.2M
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
26.4KNew |
$1.67M - $1.92M
|
26.4K
$2.59M
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
25.6K+ 15.68% |
$1.62M - $1.86M
|
189K
$18.5M
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
25.4K+ 5.22% |
$1.61M - $1.85M
|
513K
$50.2M
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
25.4K+ 65.84% |
$1.61M - $1.85M
|
64K
$6.27M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.3K+ 65.89% |
$1.6M - $1.84M
|
63.7K
$6.24M
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
24.6KNew |
$1.56M - $1.79M
|
24.6K
$2.41M
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
24.4K+ 32.8% |
$1.54M - $1.77M
|
98.8K
$9.67M
|
|
Jan 30, 2023
Q4 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
24.3K+ 3.85% |
$1.54M - $1.77M
|
657K
$64.3M
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
22.9K+ 39.38% |
$1.45M - $1.66M
|
81K
$7.93M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22.7KNew |
$1.44M - $1.65M
|
22.7K
$2.23M
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
21.2K+ 13.63% |
$1.34M - $1.54M
|
177K
$17.3M
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
20.8K+ 87.23% |
$1.32M - $1.51M
|
44.7K
$4.38M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19K+ 154.72% |
$1.2M - $1.38M
|
31.3K
$3.07M
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
18.5K+ 25.56% |
$1.17M - $1.34M
|
90.8K
$8.89M
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
17.5KNew |
$1.11M - $1.27M
|
17.5K
$1.71M
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
16.6K+ 7.32% |
$1.05M - $1.2M
|
243K
$23.8M
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
15.7K+ 8.97% |
$996K - $1.14M
|
191K
$18.7M
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
15.6KNew |
$990K - $1.14M
|
15.6K
$1.53M
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
14.8KNew |
$939K - $1.08M
|
14.8K
$1.45M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14.4KNew |
$908K - $1.04M
|
14.4K
$1.41M
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
14.1K+ 261.47% |
$894K - $1.03M
|
19.5K
$1.91M
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 7.02% |
$814K - $935K
|
196K
$19.2M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
12.6K+ 26702.13% |
$794K - $912K
|
12.6K
$1.23M
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
12.3KNew |
$780K - $897K
|
12.3K
$1.21M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
12.1KNew |
$767K - $881K
|
12.1K
$1.19M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12KNew |
$760K - $873K
|
12K
$1.18M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.8KNew |
$746K - $858K
|
11.8K
$1.16M
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 6.6% |
$704K - $809K
|
180K
$17.6M
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
10.5K+ 19.72% |
$666K - $766K
|
64K
$6.26M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.2K+ 29.87% |
$645K - $741K
|
44.3K
$4.34M
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10.1KNew |
$636K - $731K
|
10.1K
$985K
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
9.14KNew |
$578K - $664K
|
9.14K
$895K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.36KNew |
$529K - $608K
|
8.36K
$818K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.31KNew |
$526K - $604K
|
8.31K
$814K
|