Purchases and Sales Made in Q2 2022 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.52K+ 101.4% |
$103K - $124K
|
3.02K
$298K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.4KNew |
$95.1K - $114K
|
1.4K
$138K
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.4K+ 6.8% |
$95.1K - $114K
|
22K
$2.17M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1.35K+ 5.01% |
$91.8K - $110K
|
28.3K
$2.79M
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.23K+ 235.58% |
$83.2K - $100K
|
1.75K
$172K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.17K+ 11.5% |
$79.3K - $95.4K
|
11.3K
$1.11M
|
|
|
Jul 28, 2023
Q2 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.14K+ 2.22% |
$77.5K - $93.3K
|
52.6K
$5.18M
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.04K+ 15.24% |
$70.4K - $84.8K
|
7.84K
$772K
|
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
930+ 15.87% |
$63.2K - $76K
|
6.79K
$669K
|
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
880+ 21.2% |
$59.8K - $71.9K
|
5.03K
$495K
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
833+ 15.62% |
$56.6K - $68.1K
|
6.17K
$607K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
824+ 13.4% |
$56K - $67.4K
|
6.98K
$687K
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
795+ 6.19% |
$54K - $65K
|
13.6K
$1.34M
|
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
789+ 12.86% |
$53.6K - $64.5K
|
6.92K
$682K
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
762+ 16.7% |
$51.8K - $62.3K
|
5.33K
$524K
|
|
|
Jul 29, 2022
Q2 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
694+ 6.17% |
$47.1K - $56.7K
|
11.9K
$1.18M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
656New |
$44.6K - $53.6K
|
656
$64.6K
|
|
|
Aug 12, 2022
Q2 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
594+ 2.24% |
$40.4K - $48.6K
|
27.1K
$2.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
530+ 65.35% |
$36K - $43.3K
|
1.34K
$132K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
513+ 1.84% |
$34.8K - $41.9K
|
28.5K
$2.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
506+ 1.4% |
$34.4K - $41.4K
|
36.7K
$3.61M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
506New |
$34.4K - $41.4K
|
506
$49.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
460+ 15.65% |
$31.2K - $37.6K
|
3.4K
$335K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
447+ 3.67% |
$30.4K - $36.5K
|
12.6K
$1.24M
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
423+ 1.61% |
$28.7K - $34.6K
|
26.8K
$2.64M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
393New |
$26.7K - $32.1K
|
393
$38.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
387+ 5.4% |
$26.3K - $31.6K
|
7.55K
$744K
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
343+ 4.71% |
$23.3K - $28K
|
7.62K
$751K
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
286+ 10.57% |
$19.4K - $23.4K
|
2.99K
$295K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
277+ 2.84% |
$18.8K - $22.6K
|
10K
$987K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
240New |
$16.3K - $19.6K
|
240
$23.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
119+ 2.13% |
$8.08K - $9.73K
|
5.7K
$561K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
83+ 79.05% |
$5.64K - $6.78K
|
188
$18.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Brickley Wealth Management
|
BUY
|
- |
55+ 1.78% |
$3.74K - $4.5K
|
3.14K
$309K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
41+ 0.16% |
$2.79K - $3.35K
|
25.9K
$2.55M
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
31+ 64.58% |
$2.11K - $2.53K
|
79
$7.78K
|
|
|
Aug 09, 2022
Q2 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
25+ 0.02% |
$1.7K - $2.04K
|
101K
$9.96M
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15+ 0.42% |
$1.02K - $1.23K
|
3.6K
$354K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
11New |
$747 - $899
|
11
$1.08K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8New |
$543 - $654
|
8
$788
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5New |
$340 - $409
|
5
$492
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.39% |
$67.9 - $81.7
|
260
$25.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.97% |
$67.9 - $81.7
|
104
$10.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13- 0.26% |
$883 - $1.06K
|
4.93K
$485K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-15- 1.49% |
$1.02K - $1.23K
|
995
$98K
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-19- 0.21% |
$1.29K - $1.55K
|
9.12K
$898K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-23- 3.45% |
$1.56K - $1.88K
|
643
$63.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-26- 0.13% |
$1.77K - $2.13K
|
20.6K
$2.03M
|
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-39- 0.07% |
$2.65K - $3.19K
|
56.3K
$5.55M
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-56- 48.28% |
$3.8K - $4.58K
|
60
$5.91K
|