Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) 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 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
6KNew |
$411K - $483K
|
6K
$606K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6KNew |
$411K - $483K
|
6K
$606K
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
5.96KNew |
$408K - $480K
|
5.96K
$603K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
5.87KNew |
$402K - $473K
|
5.87K
$594K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5.73K+ 48.69% |
$392K - $461K
|
17.5K
$1.77M
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5.7KNew |
$390K - $459K
|
5.7K
$576K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.7KNew |
$390K - $459K
|
5.7K
$576K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.61KNew |
$384K - $452K
|
5.61K
$567K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.37K+ 5.88% |
$368K - $433K
|
96.7K
$9.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.35K+ 5.91% |
$366K - $431K
|
95.9K
$9.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.3KNew |
$363K - $427K
|
5.3K
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.07K+ 7.02% |
$347K - $408K
|
77.2K
$7.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.01K+ 9.88% |
$343K - $403K
|
55.7K
$5.63M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
5KNew |
$342K - $402K
|
5K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.94KNew |
$338K - $398K
|
4.94K
$499K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.94K+ 109.66% |
$338K - $398K
|
9.44K
$954K
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.85KNew |
$332K - $390K
|
4.85K
$490K
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
4.72KNew |
$323K - $380K
|
4.72K
$477K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
4.63K+ 4.53% |
$317K - $373K
|
107K
$10.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.49K+ 20.48% |
$307K - $362K
|
26.4K
$2.67M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
4.45K+ 14.75% |
$305K - $358K
|
34.6K
$3.5M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
4.23K+ 7.09% |
$289K - $340K
|
63.9K
$6.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
4.2K+ 11.24% |
$287K - $338K
|
41.6K
$4.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
4.17K+ 5.83% |
$285K - $336K
|
75.7K
$7.65M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.14K+ 5.92% |
$283K - $333K
|
73.9K
$7.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.14K+ 5.92% |
$283K - $333K
|
73.9K
$7.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.06K+ 55.65% |
$277K - $327K
|
11.3K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.94K+ 38.24% |
$269K - $317K
|
14.2K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.9KNew |
$267K - $314K
|
3.9K
$394K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.8K+ 16.67% |
$260K - $306K
|
26.6K
$2.69M
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
3.8K+ 27.48% |
$260K - $306K
|
17.6K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.78K+ 11.47% |
$259K - $305K
|
36.7K
$3.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.71K+ 4.57% |
$254K - $299K
|
84.9K
$8.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.68KNew |
$252K - $296K
|
3.68K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.56KNew |
$244K - $287K
|
3.56K
$360K
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
3.56K+ 2.72% |
$243K - $286K
|
134K
$13.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
3.44K+ 6.28% |
$236K - $277K
|
58.2K
$5.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
3.43K+ 15.55% |
$235K - $276K
|
25.5K
$2.57M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
3.29K+ 26.36% |
$225K - $265K
|
15.8K
$1.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
BUY
|
- |
3.15KNew |
$216K - $254K
|
3.15K
$318K
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.14K+ 10.24% |
$215K - $253K
|
33.8K
$3.42M
|
|
|
Jan 18, 2023
Q4 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
3.14KNew |
$215K - $253K
|
3.14K
$317K
|
|
|
Jan 31, 2023
Q4 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.05KNew |
$209K - $246K
|
3.05K
$308K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.96K+ 35.18% |
$202K - $238K
|
11.4K
$1.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.86KNew |
$196K - $230K
|
2.86K
$289K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.81K+ 7.71% |
$192K - $226K
|
39.2K
$3.97M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.76KNew |
$189K - $222K
|
2.76K
$279K
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$186K - $219K
|
2.72K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.71K+ 14.27% |
$185K - $218K
|
21.7K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.71K+ 21.47% |
$185K - $218K
|
15.3K
$1.55M
|