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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
10K+ 1.77% |
$449K - $526K
|
576K
$33.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
9.9K+ 54.83% |
$444K - $521K
|
27.9K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
9.72K+ 7.49% |
$436K - $511K
|
139K
$8.03M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
9.17KNew |
$411K - $482K
|
9.17K
$528K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.13K+ 12.93% |
$409K - $480K
|
79.7K
$4.59M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.31KNew |
$373K - $438K
|
8.31K
$479K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
7.99KNew |
$359K - $421K
|
7.99K
$460K
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.71KNew |
$346K - $406K
|
7.71K
$444K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.6KNew |
$341K - $400K
|
7.6K
$438K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
7.38K+ 4.29% |
$331K - $389K
|
179K
$10.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.12K+ 178.68% |
$320K - $375K
|
11.1K
$640K
|
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
6.95K+ 6.16% |
$312K - $366K
|
120K
$6.89M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.83K+ 17.95% |
$306K - $359K
|
44.9K
$2.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
6.55K+ 10.73% |
$294K - $345K
|
67.6K
$3.89M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.45K+ 9.42% |
$289K - $340K
|
74.9K
$4.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6.41K+ 10.39% |
$288K - $337K
|
68.1K
$3.92M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5.87KNew |
$263K - $309K
|
5.87K
$338K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
5.82K+ 15.74% |
$261K - $306K
|
42.8K
$2.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
5.81KNew |
$261K - $306K
|
5.81K
$335K
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.41K+ 12.36% |
$243K - $285K
|
49.1K
$2.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.16K+ 47.27% |
$231K - $272K
|
16.1K
$926K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.02KNew |
$225K - $264K
|
5.02K
$289K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
4.8KNew |
$215K - $253K
|
4.8K
$276K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.38KNew |
$197K - $231K
|
4.38K
$252K
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.12KNew |
$185K - $217K
|
4.12K
$237K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
4.08K+ 20.86% |
$183K - $215K
|
23.6K
$1.36M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.04KNew |
$181K - $212K
|
4.04K
$232K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.76K+ 5.39% |
$169K - $198K
|
73.6K
$4.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.31K+ 22.85% |
$149K - $174K
|
17.8K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.84KNew |
$127K - $149K
|
2.84K
$163K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
2.8K+ 4.1% |
$125K - $147K
|
71K
$4.09M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.67K+ 198.59% |
$120K - $141K
|
4.02K
$231K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.64K+ 7.65% |
$118K - $139K
|
37.1K
$2.14M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
2.38K+ 6.05% |
$107K - $125K
|
41.7K
$2.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.13K+ 15.6% |
$95.4K - $112K
|
15.8K
$908K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.03K+ 2.36% |
$91.2K - $107K
|
88K
$5.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.85K+ 30.43% |
$82.9K - $97.2K
|
7.92K
$456K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.7K+ 0.62% |
$76.4K - $89.6K
|
277K
$15.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
1.67K+ 5.87% |
$74.9K - $87.9K
|
30.1K
$1.73M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.63K+ 7.45% |
$73K - $85.7K
|
23.5K
$1.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.6K+ 7.54% |
$71.9K - $84.4K
|
22.9K
$1.32M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.55K+ 1.21% |
$69.4K - $81.4K
|
129K
$7.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
1.47K+ 12.21% |
$65.8K - $77.2K
|
13.5K
$776K
|
|
|
Jan 31, 2023
Q4 2022
|
Libra Wealth LLC
|
BUY
|
- |
1.26K+ 1.86% |
$56.5K - $66.3K
|
69.1K
$3.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 9.12% |
$55.4K - $65K
|
14.8K
$850K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
896+ 1.45% |
$40.2K - $47.2K
|
62.7K
$3.61M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
787+ 6.27% |
$35.3K - $41.4K
|
13.3K
$768K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
752+ 2.72% |
$33.7K - $39.6K
|
28.4K
$1.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
745+ 7.9% |
$33.4K - $39.2K
|
10.2K
$586K
|
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
644+ 0.16% |
$28.9K - $33.9K
|
415K
$23.9M
|