Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVDV)

AVDV Quotes by TradingView

This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) 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
Atlas Wealth LLC

Cincinnati, OH
BUY
 -
4.06K
New
$193K - $233K
4.06K $274K
Jan 20, 2023 Q4 2022
Stone Point Wealth LLC

BUY
 -
3.8K
+ 11.0%
$180K - $217K
38.3K $2.58M
Feb 10, 2023 Q4 2022
Good Life Advisors, LLC

BUY
 -
3.74K
New
$177K - $214K
3.74K $252K
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.72K
+ 27.49%
$176K - $213K
17.3K $1.17M
Feb 13, 2023 Q4 2022
American Century Companies Inc

Kansas City, MO
BUY
 -
3.72K
+ 1.13%
$176K - $213K
334K $22.5M
Jan 20, 2023 Q4 2022
Acorn Financial Advisory Services Inc

BUY
 -
3.67K
+ 32.89%
$174K - $210K
14.8K $1M
Jan 12, 2023 Q4 2022
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
3.65K
New
$173K - $209K
3.65K $246K
Jan 20, 2023 Q4 2022
Apeiron Ria LLC

BUY
 -
3.64K
+ 3.79%
$173K - $209K
99.6K $6.72M
Jan 25, 2023 Q4 2022
Evanson Asset Management, LLC

BUY
 -
3.58K
+ 57.5%
$170K - $205K
9.8K $661K
Feb 08, 2023 Q4 2022
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
3.41K
+ 6.87%
$161K - $195K
53K $3.57M
Feb 14, 2023 Q4 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
2.8K
New
$133K - $160K
2.8K $189K
Jan 27, 2023 Q4 2022
First National Bank Sioux Falls

BUY
 -
2.53K
+ 33.33%
$120K - $145K
10.1K $684K
Jan 23, 2023 Q4 2022
Foster Group, Inc.

BUY
 -
2.43K
+ 6.91%
$115K - $139K
37.5K $2.53M
Feb 13, 2023 Q4 2022
Betterment LLC

New York, NY
BUY
 -
2.36K
+ 27.73%
$112K - $135K
10.9K $735K
Feb 13, 2023 Q4 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2.3K
+ 4.79%
$109K - $132K
50.3K $3.4M
Feb 03, 2023 Q4 2022
Tortoise Investment Management, LLC

BUY
 -
2.18K
+ 8.77%
$103K - $125K
27K $1.82M
Feb 10, 2023 Q4 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
2.02K
+ 14.7%
$95.5K - $115K
15.7K $1.06M
Feb 14, 2023 Q4 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
1.64K
+ 15.43%
$77.8K - $94.1K
12.3K $829K
Jan 23, 2023 Q4 2022
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
1.58K
+ 6.65%
$75K - $90.6K
25.4K $1.71M
Jan 19, 2023 Q4 2022
Asset Dedication, LLC

BUY
 -
1.5K
+ 28.69%
$70.8K - $85.7K
6.71K $452K
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
1.43K
+ 572.0%
$67.8K - $81.9K
1.68K $113K
Jan 31, 2023 Q4 2022
Sage Rhino Capital LLC

BUY
 -
1.4K
+ 26.67%
$66.3K - $80.2K
6.65K $449K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
1.29K
+ 16.37%
$61.1K - $73.9K
9.16K $618K
Jan 25, 2023 Q4 2022
Shufro Rose & CO LLC

BUY
 -
1.26K
+ 26.44%
$59.8K - $72.3K
6.04K $407K
Feb 14, 2023 Q4 2022
Jackson Thornton Asset Management, LLC

BUY
 -
1.2K
+ 7.57%
$56.8K - $68.6K
17K $1.15M
Jan 13, 2023 Q4 2022
Baldrige Asset Management LLC

BUY
 -
1.11K
+ 11.76%
$52.4K - $63.3K
10.5K $708K
Jan 25, 2023 Q4 2022
Versant Capital Management, Inc

BUY
 -
1.08K
+ 2.08%
$50.9K - $61.6K
52.8K $3.57M
Feb 08, 2023 Q4 2022
Iag Wealth Partners, LLC

BUY
 -
1.06K
+ 3.25%
$50K - $60.5K
33.5K $2.26M
Feb 10, 2023 Q4 2022
Wmg Financial Advisors, LLC

BUY
 -
1.04K
+ 2.78%
$49.2K - $59.5K
38.4K $2.59M
Feb 13, 2023 Q4 2022
Truvestments Capital LLC

Sarasota, FL
BUY
 -
711
New
$33.7K - $40.7K
711 $48K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
703
New
$33.3K - $40.3K
703 $47.4K
Jan 23, 2023 Q4 2022
Lex Aurum Advisors, LLC

BUY
 -
681
+ 7.54%
$32.3K - $39K
9.71K $655K
Jan 31, 2023 Q4 2022
Libra Wealth LLC

BUY
 -
667
+ 2.2%
$31.6K - $38.2K
31K $2.09M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
582
+ 0.97%
$27.6K - $33.3K
60.3K $4.07M
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
531
+ 5.75%
$25.2K - $30.4K
9.76K $659K
Feb 06, 2023 Q4 2022
Glassman Wealth Services

BUY
 -
521
New
$24.7K - $29.9K
521 $35.2K
Feb 13, 2023 Q4 2022
Truepoint, Inc.

BUY
 -
447
+ 2.08%
$21.2K - $25.6K
22K $1.48M
Feb 03, 2023 Q4 2022
Gradient Capital Advisors, LLC

BUY
 -
444
+ 1.97%
$21K - $25.4K
22.9K $1.55M
Feb 14, 2023 Q4 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
403
New
$19.1K - $23.1K
403 $27.2K
Feb 14, 2023 Q4 2022
Plancorp, LLC

BUY
 -
350
+ 0.2%
$16.6K - $20.1K
172K $11.6M
Feb 21, 2023 Q4 2022
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
259
New
$12.3K - $14.8K
259 $17.5K
Jul 28, 2023 Q4 2022
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
250
+ 1.07%
$11.8K - $14.3K
23.5K $1.59M
Feb 14, 2023 Q4 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
171
+ 0.34%
$8.1K - $9.8K
49.9K $3.37M
Jan 26, 2023 Q4 2022
Central Trust CO

Jefferson City, MO
BUY
 -
115
+ 1.28%
$5.45K - $6.59K
9.12K $615K
Feb 13, 2023 Q4 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
100
+ 1.19%
$4.74K - $5.73K
8.5K $574K
Jan 30, 2023 Q4 2022
James Investment Research Inc

BUY
 -
78
+ 14.53%
$3.7K - $4.47K
615 $41.5K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
50
New
$2.37K - $2.87K
50 $3.37K
Jan 24, 2023 Q4 2022
Pinnacle Bancorp, Inc.

BUY
 -
46
New
$2.18K - $2.64K
46 $3.1K
Jan 20, 2023 Q4 2022
Truadvice, LLC

Sarasota, FL
BUY
 -
38
+ 0.8%
$1.8K - $2.18K
4.76K $321K

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