Purchases and Sales Made in Q4 2021 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q4 2021. 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 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
92New |
$6.91K - $7.72K
|
92
$8.94K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
79+ 5.57% |
$5.93K - $6.63K
|
1.5K
$146K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
49+ 3.48% |
$3.68K - $4.11K
|
1.46K
$142K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
46+ 0.51% |
$3.46K - $3.86K
|
9.12K
$886K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
43New |
$3.23K - $3.61K
|
43
$4.18K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35+ 3.06% |
$2.63K - $2.94K
|
1.18K
$114K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
23+ 0.65% |
$1.73K - $1.93K
|
3.57K
$347K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-5Closed |
$376 - $419
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-50- 1.32% |
$3.76K - $4.19K
|
3.74K
$363K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-70- 10.64% |
$5.26K - $5.87K
|
588
$57.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-90- 0.45% |
$6.76K - $7.55K
|
19.9K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-92- 1.71% |
$6.91K - $7.72K
|
5.29K
$514K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-99- 2.15% |
$7.44K - $8.3K
|
4.5K
$438K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-192- 4.91% |
$14.4K - $16.1K
|
3.72K
$362K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-244Closed |
$18.3K - $20.5K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-254- 0.98% |
$19.1K - $21.3K
|
25.7K
$2.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-372- 27.82% |
$27.9K - $31.2K
|
965
$93.8K
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-416- 2.21% |
$31.2K - $34.9K
|
18.4K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-480- 2.46% |
$36.1K - $40.3K
|
19K
$1.85M
|
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-673- 1.77% |
$50.6K - $56.4K
|
37.3K
$3.63M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-887Closed |
$66.6K - $74.4K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.26KClosed |
$245K - $273K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.96K- 5.38% |
$297K - $332K
|
69.5K
$6.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4KClosed |
$300K - $335K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.18K- 44.75% |
$314K - $350K
|
5.16K
$501K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-5.8K- 15.32% |
$436K - $486K
|
32K
$3.11M
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-11.3K- 31.95% |
$849K - $948K
|
24.1K
$2.34M
|
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-13K- 48.77% |
$980K - $1.09M
|
13.7K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.1KClosed |
$1.21M - $1.35M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.4KClosed |
$1.83M - $2.05M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-32.7KClosed |
$2.46M - $2.75M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-48.2K- 42.7% |
$3.62M - $4.04M
|
64.6K
$6.28M
|
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-48.2K- 7.68% |
$3.62M - $4.04M
|
579K
$56.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-53K- 81.01% |
$3.98M - $4.44M
|
12.4K
$1.21M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-56.1K- 25.57% |
$4.21M - $4.7M
|
163K
$15.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-163K- 98.44% |
$12.3M - $13.7M
|
2.58K
$251K
|
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-182K- 81.74% |
$13.7M - $15.3M
|
40.8K
$3.96M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-219K- 17.49% |
$16.4M - $18.4M
|
1.03M
$100M
|
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
SELL
|
- |
-503K- 35.89% |
$37.8M - $42.2M
|
898K
$87.3M
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-544K- 20.01% |
$40.9M - $45.6M
|
2.17M
$211M
|