Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) 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 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
512+ 6.46% |
$35K - $41.2K
|
8.44K
$799K
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
490+ 1.36% |
$33.5K - $39.5K
|
36.5K
$3.46M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
440+ 3.19% |
$30.1K - $35.4K
|
14.2K
$1.35M
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
431+ 3.57% |
$29.5K - $34.7K
|
12.5K
$1.19M
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
430New |
$29.4K - $34.6K
|
430
$40.7K
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
397+ 0.45% |
$27.2K - $32K
|
88.2K
$8.35M
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
390+ 0.95% |
$26.7K - $31.4K
|
41.6K
$3.94M
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
377New |
$25.8K - $30.4K
|
377
$35.7K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
360New |
$24.6K - $29K
|
360
$34.1K
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
335New |
$22.9K - $27K
|
335
$31.7K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
300New |
$20.5K - $24.2K
|
300
$28.4K
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
247+ 0.71% |
$16.9K - $19.9K
|
34.8K
$3.3M
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
234+ 0.31% |
$16K - $18.8K
|
76.2K
$7.22M
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
203New |
$13.9K - $16.3K
|
203
$19.2K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
191+ 6.2% |
$13.1K - $15.4K
|
3.27K
$310K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
187New |
$12.8K - $15.1K
|
187
$17.7K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
154+ 1.47% |
$10.5K - $12.4K
|
10.7K
$1.01M
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
131+ 0.56% |
$8.96K - $10.6K
|
23.7K
$2.24M
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
105+ 2.69% |
$7.19K - $8.46K
|
4K
$379K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
98New |
$6.71K - $7.89K
|
98
$9.28K
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
70New |
$4.79K - $5.64K
|
70
$6.63K
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
41+ 0.45% |
$2.81K - $3.3K
|
9.2K
$871K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
33+ 0.25% |
$2.26K - $2.66K
|
13.1K
$1.24M
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8New |
$547 - $644
|
8
$758
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
6+ 35.29% |
$411 - $483
|
23
$2.18K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1New |
$68.4 - $80.5
|
1
$94.7
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1New |
$68.4 - $80.5
|
1
$94.7
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.96% |
$68.4 - $80.5
|
103
$9.75K
|
|
Dec 06, 2024
Q4 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-40- 0.68% |
$2.74K - $3.22K
|
5.86K
$555K
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-101- 0.95% |
$6.91K - $8.13K
|
10.5K
$997K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-155- 0.93% |
$10.6K - $12.5K
|
16.4K
$1.56M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-203- 1.57% |
$13.9K - $16.3K
|
12.7K
$1.21M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-214- 2.32% |
$14.6K - $17.2K
|
9.03K
$855K
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-219- 4.24% |
$15K - $17.6K
|
4.95K
$469K
|
|
Jan 31, 2023
Q4 2022
|
Libra Wealth LLC
|
SELL
|
- |
-221- 1.24% |
$15.1K - $17.8K
|
17.6K
$1.66M
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-245- 2.6% |
$16.8K - $19.7K
|
9.19K
$870K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-268- 18.28% |
$18.3K - $21.6K
|
1.2K
$113K
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-285- 4.43% |
$19.5K - $23K
|
6.15K
$582K
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-341- 4.94% |
$23.3K - $27.5K
|
6.56K
$621K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-362- 76.21% |
$24.8K - $29.2K
|
113
$10.7K
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-399- 6.37% |
$27.3K - $32.1K
|
5.86K
$555K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-411- 3.32% |
$28.1K - $33.1K
|
12K
$1.13M
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-435- 2.45% |
$29.8K - $35K
|
17.3K
$1.64M
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-437- 6.06% |
$29.9K - $35.2K
|
6.77K
$641K
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-443- 3.14% |
$30.3K - $35.7K
|
13.7K
$1.29M
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-600- 15.52% |
$41.1K - $48.3K
|
3.27K
$309K
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-630- 4.71% |
$43.1K - $50.7K
|
12.7K
$1.21M
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-636- 12.13% |
$43.5K - $51.2K
|
4.61K
$436K
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-665- 10.34% |
$45.5K - $53.6K
|
5.77K
$546K
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-696- 8.67% |
$47.6K - $56.1K
|
7.33K
$694K
|