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 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
8.2K+ 35.38% |
$519K - $596K
|
31.4K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
8.15K+ 1.62% |
$516K - $592K
|
510K
$49.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
8.04KNew |
$508K - $584K
|
8.04K
$787K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.87KNew |
$498K - $572K
|
7.87K
$770K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.69KNew |
$487K - $559K
|
7.69K
$753K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.69K+ 48.51% |
$486K - $559K
|
23.5K
$2.3M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.63KNew |
$483K - $555K
|
7.63K
$747K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.12K+ 28.23% |
$450K - $517K
|
32.3K
$3.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Divergent Planning, LLC
|
BUY
|
- |
6.89K+ 4.12% |
$436K - $501K
|
174K
$17.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
6.81K+ 27.93% |
$431K - $495K
|
31.2K
$3.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.73KNew |
$425K - $489K
|
6.73K
$659K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
6.63KNew |
$420K - $482K
|
6.63K
$650K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
6.28K+ 12.47% |
$397K - $456K
|
56.6K
$5.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.07KNew |
$384K - $441K
|
6.07K
$594K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.89K+ 4.96% |
$373K - $428K
|
125K
$12.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5.79K+ 2.03% |
$366K - $421K
|
291K
$28.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.74K+ 9.19% |
$363K - $418K
|
68.2K
$6.68M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
5.73K+ 17.3% |
$363K - $417K
|
38.9K
$3.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.59KNew |
$354K - $407K
|
5.59K
$548K
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.07KNew |
$320K - $368K
|
5.07K
$496K
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
4.87K+ 4.27% |
$308K - $354K
|
119K
$11.6M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.39K+ 3.54% |
$277K - $319K
|
128K
$12.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.19K+ 4.58% |
$265K - $304K
|
95.6K
$9.36M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
4.18K+ 2985.0% |
$264K - $304K
|
4.32K
$423K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.8K+ 76.0% |
$240K - $276K
|
8.8K
$862K
|
|
|
Dec 06, 2024
Q4 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3.74K+ 11.01% |
$236K - $272K
|
37.7K
$3.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
3.64K+ 20.65% |
$230K - $264K
|
21.2K
$2.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
3.62K+ 3.88% |
$229K - $263K
|
97K
$9.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.53K+ 96.29% |
$223K - $256K
|
7.19K
$704K
|
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.38KNew |
$214K - $245K
|
3.38K
$331K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.25KNew |
$205K - $236K
|
3.25K
$318K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.1K+ 68.06% |
$196K - $225K
|
7.66K
$750K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.01K+ 1.63% |
$190K - $219K
|
188K
$18.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.92K+ 33.39% |
$185K - $212K
|
11.7K
$1.14M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.68K+ 15.7% |
$169K - $195K
|
19.7K
$1.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.47K+ 2.3% |
$156K - $180K
|
110K
$10.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.16K+ 4.24% |
$136K - $157K
|
53K
$5.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
1.69K+ 3.62% |
$107K - $123K
|
48.4K
$4.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.67K+ 31.0% |
$105K - $121K
|
7.04K
$689K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.66K+ 683.88% |
$105K - $120K
|
1.9K
$186K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.49K+ 30.81% |
$94.4K - $109K
|
6.34K
$621K
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1.47K+ 14.62% |
$93.1K - $107K
|
11.5K
$1.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.42KNew |
$90K - $103K
|
1.42K
$139K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.33K+ 29.49% |
$83.8K - $96.3K
|
5.82K
$570K
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.24K+ 0.93% |
$78.3K - $90K
|
135K
$13.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
973+ 12.36% |
$61.5K - $70.7K
|
8.84K
$866K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
902+ 7.39% |
$57.1K - $65.6K
|
13.1K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
803+ 19.44% |
$50.8K - $58.4K
|
4.93K
$483K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
798+ 14.0% |
$50.5K - $58K
|
6.5K
$636K
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
768+ 4.42% |
$48.6K - $55.8K
|
18.1K
$1.78M
|