Purchases and Sales Made in Q1 2022 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
130+ 39.39% |
$9.79K - $10.7K
|
460
$45.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
129+ 0.5% |
$9.72K - $10.7K
|
25.8K
$2.54M
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
95+ 1.01% |
$7.16K - $7.84K
|
9.49K
$933K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
92New |
$6.93K - $7.6K
|
92
$9.04K
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
85+ 2.44% |
$6.4K - $7.02K
|
3.57K
$351K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
64+ 0.04% |
$4.82K - $5.28K
|
176K
$17.3M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
50+ 1.29% |
$3.77K - $4.13K
|
3.94K
$387K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
48New |
$3.62K - $3.96K
|
48
$4.72K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
42+ 10.37% |
$3.16K - $3.47K
|
447
$43.9K
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
20+ 0.22% |
$1.51K - $1.65K
|
9.14K
$898K
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10+ 0.28% |
$753 - $826
|
3.58K
$352K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
6New |
$452 - $495
|
6
$590
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
5New |
$377 - $413
|
5
$492
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4+ 0.27% |
$301 - $330
|
1.46K
$144K
|
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-9- -0.0% |
$678 - $743
|
579K
$56.9M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-43- 0.09% |
$3.24K - $3.55K
|
47.2K
$4.64M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-43- 0.95% |
$3.24K - $3.55K
|
4.46K
$439K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-106- 2.32% |
$7.98K - $8.75K
|
4.46K
$438K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-108- 12.57% |
$8.13K - $8.92K
|
751
$73.8K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-143- 24.91% |
$10.8K - $11.8K
|
431
$42.4K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-143- 4.99% |
$10.8K - $11.8K
|
2.73K
$268K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-191- 12.75% |
$14.4K - $15.8K
|
1.31K
$128K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 5.06% |
$15.1K - $16.5K
|
3.75K
$369K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-216- 22.38% |
$16.3K - $17.8K
|
749
$73.6K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-235- 43.93% |
$17.7K - $19.4K
|
300
$29.5K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-248- 0.39% |
$18.7K - $20.5K
|
64.2K
$6.31M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-351- 76.97% |
$26.4K - $29K
|
105
$10.3K
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-430- 61.6% |
$32.4K - $35.5K
|
268
$26.3K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-566Closed |
$42.6K - $46.7K
|
0
$0
|
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-657- 9.68% |
$49.5K - $54.2K
|
6.13K
$603K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-787- 75.89% |
$59.3K - $65K
|
250
$24.6K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-860- 0.53% |
$64.8K - $71K
|
162K
$16M
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.2K- 10.66% |
$90.4K - $99.1K
|
10.1K
$988K
|
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
SELL
|
- |
-1.31K- 0.15% |
$98.7K - $108K
|
897K
$88.1M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1.46K- 59.06% |
$110K - $120K
|
1.01K
$99.3K
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.65K- 1.61% |
$124K - $136K
|
101K
$9.94M
|
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.86K- 10.08% |
$140K - $154K
|
16.6K
$1.63M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.22KClosed |
$168K - $184K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.25KClosed |
$169K - $186K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.39K- 0.84% |
$180K - $197K
|
283K
$27.9M
|
|
|
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2.58KClosed |
$195K - $213K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.61K- 7.0% |
$197K - $216K
|
34.7K
$3.41M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.91K- 1.58% |
$219K - $241K
|
182K
$17.8M
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
SELL
|
- |
-3.03KClosed |
$228K - $250K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.12K- 92.33% |
$235K - $257K
|
259
$25.5K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-3.18K- 1.36% |
$240K - $263K
|
231K
$22.7M
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.33K- 13.57% |
$251K - $275K
|
21.2K
$2.09M
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-4.38K- 3.11% |
$330K - $362K
|
137K
$13.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.14K- 1.81% |
$387K - $424K
|
279K
$27.4M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.16KClosed |
$389K - $426K
|
0
$0
|