Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) 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 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
8.9M+ 24546.29% |
$399M - $468M
|
8.93M
$535M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.58MNew |
$161M - $189M
|
3.58M
$215M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.1M+ 544.44% |
$49.5M - $58.1M
|
1.31M
$78.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.05MNew |
$47.2M - $55.4M
|
1.05M
$63M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
840K+ 141.25% |
$37.7M - $44.2M
|
1.43M
$85.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
632K+ 1712.91% |
$28.4M - $33.3M
|
669K
$40.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
624KNew |
$28M - $32.9M
|
624K
$37.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
324K+ 185.37% |
$14.5M - $17M
|
498K
$29.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
293K+ 489.1% |
$13.1M - $15.4M
|
353K
$21.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
292K+ 92.69% |
$13.1M - $15.4M
|
607K
$36.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
265KNew |
$11.9M - $13.9M
|
265K
$15.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
260K+ 4916.14% |
$11.7M - $13.7M
|
265K
$15.9M
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
229KNew |
$10.3M - $12.1M
|
229K
$13.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
197K+ 57.22% |
$8.84M - $10.4M
|
542K
$32.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
195K+ 55.01% |
$8.74M - $10.3M
|
549K
$32.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
183K+ 154.49% |
$8.22M - $9.64M
|
302K
$18.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
181K+ 51.35% |
$8.13M - $9.54M
|
534K
$32M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
165KNew |
$7.42M - $8.7M
|
165K
$9.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
141KNew |
$6.34M - $7.44M
|
141K
$8.46M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
140K+ 102.54% |
$6.29M - $7.38M
|
277K
$16.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
134K+ 715.0% |
$6.01M - $7.05M
|
153K
$9.14M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
125K+ 249.48% |
$5.62M - $6.6M
|
176K
$10.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
123KNew |
$5.52M - $6.47M
|
123K
$7.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
119K+ 13.62% |
$5.35M - $6.27M
|
994K
$59.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
112KNew |
$5.03M - $5.9M
|
112K
$6.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
105K+ 291.13% |
$4.72M - $5.54M
|
141K
$8.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
103K+ 125.52% |
$4.61M - $5.41M
|
185K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
94.9K+ 36.13% |
$4.26M - $5M
|
358K
$21.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
91.3KNew |
$4.1M - $4.81M
|
91.3K
$5.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
89.8KNew |
$4.03M - $4.73M
|
89.8K
$5.38M
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
87.2K+ 51.52% |
$3.91M - $4.59M
|
256K
$15.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
85.8K+ 82.01% |
$3.85M - $4.52M
|
190K
$11.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
85KNew |
$3.82M - $4.48M
|
85K
$5.09M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
81.9K+ 35.77% |
$3.67M - $4.31M
|
311K
$18.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
79.1K+ 337.39% |
$3.55M - $4.16M
|
103K
$6.14M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
78K+ 81.81% |
$3.5M - $4.1M
|
173K
$10.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
77.8K+ 106.84% |
$3.49M - $4.1M
|
151K
$9.02M
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
75.9KNew |
$3.4M - $3.99M
|
75.9K
$4.54M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
67.9K+ 4.96% |
$3.05M - $3.57M
|
1.44M
$86M
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
65.3KNew |
$2.93M - $3.44M
|
65.3K
$3.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
60.9K+ 476.32% |
$2.73M - $3.21M
|
73.7K
$4.41M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
54.4KNew |
$2.44M - $2.86M
|
54.4K
$3.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
52.1K+ 32.0% |
$2.34M - $2.74M
|
215K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51.6K+ 9.54% |
$2.32M - $2.72M
|
592K
$35.5M
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
51.2K+ 421.82% |
$2.3M - $2.69M
|
63.3K
$3.79M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
50.6K+ 82.95% |
$2.27M - $2.67M
|
112K
$6.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
47.4K+ 74.01% |
$2.13M - $2.5M
|
111K
$6.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46.7KNew |
$2.09M - $2.46M
|
46.7K
$2.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
44K+ 49.01% |
$1.98M - $2.32M
|
134K
$8.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
41.5K+ 17.78% |
$1.86M - $2.18M
|
275K
$16.4M
|