Purchases and Sales Made in Q2 2022 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) 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 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
694KNew |
$35.7M - $42.6M
|
694K
$41.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
220KNew |
$11.3M - $13.5M
|
220K
$13.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
205KNew |
$10.5M - $12.6M
|
205K
$12.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
176KNew |
$9.06M - $10.8M
|
176K
$10.5M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
163K+ 323.63% |
$8.41M - $10M
|
214K
$12.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
159K+ 4051.67% |
$8.18M - $9.76M
|
163K
$9.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 604.6% |
$8.04M - $9.59M
|
182K
$10.9M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 604.6% |
$8.04M - $9.59M
|
182K
$10.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
156K+ 12069.94% |
$8.03M - $9.58M
|
157K
$9.43M
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
146K+ 6.79% |
$7.49M - $8.93M
|
2.29M
$137M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
136K+ 138.84% |
$7M - $8.35M
|
234K
$14M
|
|
|
Aug 04, 2022
Q2 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
135KNew |
$6.94M - $8.27M
|
135K
$8.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
133KNew |
$6.86M - $8.17M
|
133K
$7.98M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
131K+ 236.31% |
$6.73M - $8.03M
|
186K
$11.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
109K+ 704.46% |
$5.63M - $6.71M
|
125K
$7.48M
|
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
BUY
|
- |
109K+ 606.64% |
$5.58M - $6.66M
|
126K
$7.57M
|
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
104K+ 372.25% |
$5.33M - $6.36M
|
131K
$7.87M
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
91.4KNew |
$4.7M - $5.6M
|
91.4K
$5.47M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
77.6K+ 167.34% |
$3.99M - $4.76M
|
124K
$7.42M
|
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
75.6KNew |
$3.89M - $4.64M
|
75.6K
$4.53M
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
66.1K+ 26.52% |
$3.4M - $4.06M
|
316K
$18.9M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
65.5K+ 5.19% |
$3.37M - $4.02M
|
1.33M
$79.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
62.8K+ 61.63% |
$3.23M - $3.85M
|
165K
$9.86M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.1K+ 23.53% |
$3.19M - $3.81M
|
326K
$19.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
60.3K+ 339.82% |
$3.1M - $3.7M
|
78.1K
$4.67M
|
|
|
Aug 25, 2022
Q2 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
58.6K+ 1461.59% |
$3.01M - $3.59M
|
62.6K
$3.75M
|
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
58K+ 516.89% |
$2.98M - $3.56M
|
69.2K
$4.14M
|
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
56.3KNew |
$2.9M - $3.45M
|
56.3K
$3.37M
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
47.9K+ 8.58% |
$2.46M - $2.94M
|
606K
$36.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.1K+ 144.32% |
$2.42M - $2.89M
|
79.8K
$4.78M
|
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
45.7KNew |
$2.35M - $2.8M
|
45.7K
$2.74M
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
43.8K+ 35.78% |
$2.25M - $2.68M
|
166K
$9.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.7KNew |
$2.04M - $2.43M
|
39.7K
$2.38M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
35.8K+ 9.95% |
$1.84M - $2.19M
|
395K
$23.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34.8KNew |
$1.79M - $2.13M
|
34.8K
$2.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
33.4K+ 25.19% |
$1.72M - $2.05M
|
166K
$9.93M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
30.3KNew |
$1.56M - $1.86M
|
30.3K
$1.82M
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
29.2K+ 27.18% |
$1.5M - $1.79M
|
137K
$8.18M
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
28K+ 13.19% |
$1.44M - $1.72M
|
241K
$14.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
26.1KNew |
$1.34M - $1.6M
|
26.1K
$1.56M
|
|
|
Nov 14, 2024
Q2 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
22.5K+ 18.17% |
$1.16M - $1.38M
|
147K
$8.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
22.2KNew |
$1.14M - $1.36M
|
22.2K
$1.33M
|
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
21.2K+ 105.3% |
$1.09M - $1.3M
|
41.3K
$2.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.8K+ 67.68% |
$1.02M - $1.21M
|
49K
$2.94M
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
18.4K+ 26.52% |
$946K - $1.13M
|
87.7K
$5.25M
|
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
18.1KNew |
$932K - $1.11M
|
18.1K
$1.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
17.5K+ 23.16% |
$901K - $1.07M
|
93.1K
$5.58M
|
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
17.2KNew |
$883K - $1.05M
|
17.2K
$1.03M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
16.6K+ 6.19% |
$856K - $1.02M
|
285K
$17.1M
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
16.5K+ 42.13% |
$851K - $1.01M
|
55.8K
$3.34M
|