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 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 3.45% |
$182K - $214K
|
79.7K
$7.89M
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
2.61K+ 2.26% |
$178K - $210K
|
118K
$11.7M
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.56K+ 48.49% |
$175K - $206K
|
7.83K
$774K
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
2.52K+ 2.26% |
$172K - $203K
|
114K
$11.3M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.36K+ 326.38% |
$162K - $190K
|
3.09K
$305K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.35K+ 24.87% |
$161K - $189K
|
11.8K
$1.17M
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.3K+ 25.83% |
$157K - $185K
|
11.2K
$1.11M
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
2.24K+ 2.62% |
$153K - $181K
|
87.8K
$8.68M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.18K+ 34.8% |
$149K - $176K
|
8.46K
$836K
|
|
Feb 13, 2023
Q4 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.13K+ 20.21% |
$146K - $172K
|
12.7K
$1.25M
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.08K+ 1.55% |
$143K - $168K
|
137K
$13.5M
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.08K+ 21.56% |
$142K - $168K
|
11.7K
$1.16M
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.08K+ 23.21% |
$142K - $167K
|
11K
$1.09M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.04K+ 21.81% |
$139K - $164K
|
11.4K
$1.12M
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.03K+ 48.74% |
$139K - $163K
|
6.2K
$613K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2K+ 95.0% |
$137K - $161K
|
4.1K
$405K
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.94K+ 16.49% |
$133K - $156K
|
13.7K
$1.36M
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.93KNew |
$132K - $156K
|
1.93K
$191K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.9K+ 22.91% |
$130K - $153K
|
10.2K
$1.01M
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.84K+ 21.75% |
$126K - $148K
|
10.3K
$1.02M
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.84K+ 57.96% |
$126K - $148K
|
5.01K
$495K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.81KNew |
$124K - $146K
|
1.81K
$179K
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.74K+ 1.72% |
$119K - $140K
|
103K
$10.2M
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.74K+ 128.52% |
$119K - $140K
|
3.09K
$305K
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.67K+ 0.07% |
$114K - $134K
|
2.36M
$234M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.66KNew |
$113K - $133K
|
1.66K
$164K
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
1.45K+ 18.81% |
$99.4K - $117K
|
9.17K
$907K
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.32K+ 23.05% |
$90.1K - $106K
|
7.03K
$695K
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
1.31K+ 7.29% |
$89.9K - $106K
|
19.3K
$1.91M
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.25K+ 23.1% |
$85.5K - $101K
|
6.66K
$658K
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.22K+ 6.17% |
$83.4K - $98.2K
|
21K
$2.08M
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.14K+ 14.32% |
$77.9K - $91.7K
|
9.08K
$898K
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
1.12K+ 5.06% |
$76.8K - $90.4K
|
23.3K
$2.31M
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.02K+ 0.66% |
$69.7K - $82K
|
156K
$15.4M
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
987+ 0.77% |
$67.5K - $79.5K
|
128K
$12.7M
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
970+ 6.4% |
$66.4K - $78.1K
|
16.1K
$1.59M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
966+ 2.67% |
$66.1K - $77.8K
|
37.1K
$3.67M
|
|
Jan 27, 2023
Q4 2022
|
Strid Group, LLC
|
BUY
|
- |
907+ 27.18% |
$62.1K - $73K
|
4.24K
$420K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
891New |
$61K - $71.8K
|
891
$88.1K
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
866+ 4.2% |
$59.3K - $69.7K
|
21.5K
$2.13M
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
722+ 25.13% |
$49.4K - $58.1K
|
3.6K
$356K
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
718+ 0.52% |
$49.1K - $57.8K
|
139K
$13.7M
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
714+ 1.92% |
$48.9K - $57.5K
|
38K
$3.76M
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
693+ 0.81% |
$47.4K - $55.8K
|
86.1K
$8.51M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
670New |
$45.8K - $54K
|
670
$66.3K
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
660+ 5.56% |
$45.2K - $53.2K
|
12.5K
$1.24M
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
617+ 3.5% |
$42.2K - $49.7K
|
18.3K
$1.81M
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
553+ 8.38% |
$37.8K - $44.5K
|
7.15K
$707K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
541+ 8.92% |
$37K - $43.6K
|
6.61K
$653K
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
538+ 1.25% |
$36.8K - $43.3K
|
43.6K
$4.32M
|