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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-22.1K- 72.57% |
$993K - $1.16M
|
8.36K
$501K
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-26.7K- 12.61% |
$1.2M - $1.41M
|
185K
$11.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-28.5K- 15.39% |
$1.28M - $1.5M
|
157K
$9.38M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-31.2K- 51.37% |
$1.4M - $1.64M
|
29.5K
$1.77M
|
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-39.1K- 86.02% |
$1.75M - $2.06M
|
6.35K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-50.1K- 32.35% |
$2.25M - $2.64M
|
105K
$6.27M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-50.3K- 3.65% |
$2.26M - $2.65M
|
1.33M
$79.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-67.7K- 12.43% |
$3.04M - $3.57M
|
477K
$28.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-81K- 12.98% |
$3.63M - $4.26M
|
543K
$32.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-90.5K- 16.18% |
$4.06M - $4.77M
|
469K
$28.1M
|