Purchases and Sales Made in Q4 2021 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) 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
|
Coldstream Capital Management Inc
|
BUY
|
- |
14KNew |
$1.05M - $1.18M
|
14K
$1.42M
|
|
|
Feb 08, 2022
Q4 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
13.6K+ 8.06% |
$1.02M - $1.14M
|
182K
$18.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
13K+ 6.68% |
$975K - $1.09M
|
207K
$21M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
13KNew |
$974K - $1.09M
|
13K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
12.8KNew |
$962K - $1.07M
|
12.8K
$1.29M
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
12.5KNew |
$940K - $1.05M
|
12.5K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11.3KNew |
$845K - $944K
|
11.3K
$1.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$825K - $921K
|
11K
$1.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
10.5KNew |
$788K - $880K
|
10.5K
$1.06M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
9.4KNew |
$706K - $788K
|
9.4K
$950K
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.2K+ 4.95% |
$691K - $771K
|
195K
$19.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.64KNew |
$649K - $725K
|
8.64K
$873K
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
8.58K+ 9.89% |
$645K - $720K
|
95.4K
$9.64M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
8.35K+ 3.02% |
$627K - $700K
|
284K
$28.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.08K+ 35.33% |
$607K - $678K
|
31K
$3.13M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
8.06K+ 21.28% |
$606K - $676K
|
45.9K
$4.64M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.91K+ 12.54% |
$594K - $664K
|
71K
$7.18M
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
7.68K+ 4.83% |
$577K - $644K
|
167K
$16.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
7.64K+ 29.53% |
$574K - $641K
|
33.5K
$3.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.52KNew |
$565K - $631K
|
7.52K
$760K
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
7.06KNew |
$530K - $592K
|
7.06K
$713K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
6.72KNew |
$505K - $564K
|
6.72K
$680K
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
6.6KNew |
$496K - $553K
|
6.6K
$667K
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
6.23KNew |
$468K - $522K
|
6.23K
$629K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
6.2KNew |
$466K - $520K
|
6.2K
$626K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
6.14K+ 4.56% |
$461K - $515K
|
141K
$14.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
6.02KNew |
$452K - $504K
|
6.02K
$608K
|
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.92K+ 51.01% |
$445K - $497K
|
17.5K
$1.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
5.74K+ 3.36% |
$431K - $481K
|
176K
$17.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
5.73K+ 11.61% |
$431K - $481K
|
55.1K
$5.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.68K+ 13.66% |
$426K - $476K
|
47.2K
$4.78M
|
|
|
Feb 07, 2022
Q4 2021
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
5.4KNew |
$405K - $452K
|
5.4K
$545K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
5.2K+ 274.13% |
$391K - $436K
|
7.1K
$718K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.04K+ 119.48% |
$379K - $423K
|
9.26K
$936K
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
5.04KNew |
$378K - $423K
|
5.04K
$509K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.03KNew |
$378K - $422K
|
5.03K
$509K
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5.02KNew |
$377K - $421K
|
5.02K
$507K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.98KNew |
$374K - $418K
|
4.98K
$504K
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.51K+ 5.5% |
$338K - $378K
|
86.5K
$8.74M
|
|
|
Jan 14, 2022
Q4 2021
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
4.48K+ 6.22% |
$336K - $376K
|
76.5K
$7.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Bayshore Asset Management, LLC
|
BUY
|
- |
4.35KNew |
$326K - $364K
|
4.35K
$439K
|
|
|
Jan 19, 2022
Q4 2021
|
Iam Advisory, LLC
|
BUY
|
- |
4.33K+ 6.18% |
$325K - $363K
|
74.4K
$7.52M
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
4.19K+ 59.92% |
$315K - $352K
|
11.2K
$1.13M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
4.08KNew |
$306K - $342K
|
4.08K
$412K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.95KNew |
$297K - $331K
|
3.95K
$399K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.89KNew |
$292K - $326K
|
3.89K
$393K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.88KNew |
$291K - $325K
|
3.88K
$392K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
3.79KNew |
$285K - $318K
|
3.79K
$383K
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
3.67KNew |
$276K - $308K
|
3.67K
$371K
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.49KNew |
$262K - $292K
|
3.49K
$352K
|