Purchases and Sales Made in Q3 2022 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
367K+ 161.55% |
$16.9M - $19.6M
|
594K
$35.6M
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
307K+ 130.89% |
$14.1M - $16.4M
|
541K
$32.4M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
296KNew |
$13.6M - $15.8M
|
296K
$17.7M
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
263K+ 287.76% |
$12.1M - $14M
|
354K
$21.2M
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
235K+ 76.06% |
$10.8M - $12.6M
|
545K
$32.6M
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
181K+ 26.05% |
$8.3M - $9.65M
|
875K
$52.4M
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
169K+ 279.85% |
$7.74M - $9M
|
229K
$13.7M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
164K+ 41.42% |
$7.52M - $8.74M
|
559K
$33.5M
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
150K+ 216.39% |
$6.88M - $7.99M
|
219K
$13.1M
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
138K+ 101.26% |
$6.35M - $7.39M
|
275K
$16.5M
|
|
Oct 20, 2022
Q3 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
87.5K+ 65.68% |
$4.02M - $4.67M
|
221K
$13.2M
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
76.5K+ 408.31% |
$3.51M - $4.08M
|
95.3K
$5.7M
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
76.3K+ 1358.36% |
$3.5M - $4.07M
|
81.9K
$4.9M
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
65K+ 827.36% |
$2.98M - $3.47M
|
72.8K
$4.36M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
52.5K+ 69.21% |
$2.41M - $2.8M
|
128K
$7.68M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
48.8K+ 22.79% |
$2.24M - $2.6M
|
263K
$15.7M
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
48.4K+ 249.26% |
$2.22M - $2.58M
|
67.9K
$4.06M
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
44.6K+ 12.07% |
$2.05M - $2.38M
|
414K
$24.8M
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
42.1K+ 47.95% |
$1.93M - $2.24M
|
130K
$7.77M
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
40.4K+ 3.04% |
$1.86M - $2.16M
|
1.37M
$82M
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
37.4K+ 11.87% |
$1.72M - $2M
|
353K
$21.1M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36.9KNew |
$1.69M - $1.97M
|
36.9K
$2.21M
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
36.3KNew |
$1.66M - $1.93M
|
36.3K
$2.17M
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
35.7K+ 20.28% |
$1.64M - $1.91M
|
212K
$12.7M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
35.1K+ 50.45% |
$1.61M - $1.87M
|
105K
$6.26M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
31.4KNew |
$1.44M - $1.67M
|
31.4K
$1.88M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
30.6K+ 480.85% |
$1.41M - $1.63M
|
37K
$2.21M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
29.6K+ 92.66% |
$1.36M - $1.58M
|
61.6K
$3.69M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
28.8K+ 87.43% |
$1.32M - $1.54M
|
61.8K
$3.7M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
28.8K+ 47.16% |
$1.32M - $1.54M
|
89.8K
$5.38M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
25.9K+ 638.79% |
$1.19M - $1.38M
|
30K
$1.8M
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
25.9K+ 56.39% |
$1.19M - $1.38M
|
71.9K
$4.3M
|
|
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
22.7K+ 15.46% |
$1.04M - $1.21M
|
169K
$10.1M
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
22.3K+ 40.03% |
$1.03M - $1.19M
|
78.1K
$4.68M
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
22.1K+ 13.55% |
$1.01M - $1.18M
|
185K
$11.1M
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
21.4K+ 163.95% |
$983K - $1.14M
|
34.5K
$2.06M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.4K+ 55.69% |
$983K - $1.14M
|
59.9K
$3.58M
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
21.1K+ 1.56% |
$969K - $1.13M
|
1.38M
$82.5M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.4K+ 11.21% |
$938K - $1.09M
|
203K
$12.1M
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
19.5KNew |
$897K - $1.04M
|
19.5K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.6K+ 5.72% |
$855K - $995K
|
344K
$20.6M
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
18.3K+ 3.02% |
$839K - $976K
|
624K
$37.3M
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 99.8% |
$830K - $965K
|
36.2K
$2.17M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.1K+ 10.83% |
$783K - $910K
|
175K
$10.4M
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
16.8K+ 12.48% |
$773K - $899K
|
152K
$9.09M
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
16.5K+ 3.0% |
$757K - $881K
|
566K
$33.9M
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
15.9K+ 4.71% |
$731K - $850K
|
354K
$21.2M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.1KNew |
$693K - $806K
|
15.1K
$904K
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
14.5K+ 208.82% |
$665K - $773K
|
21.4K
$1.28M
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
14K+ 141.77% |
$643K - $748K
|
23.9K
$1.43M
|