Purchases and Sales Made in Q1 2022 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) 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 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
237K+ 21.17% |
$13.1M - $15.3M
|
1.35M
$82.4M
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
200KNew |
$11.1M - $12.9M
|
200K
$12.2M
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
179K+ 530.1% |
$9.89M - $11.5M
|
213K
$12.9M
|
|
May 10, 2022
Q1 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
145KNew |
$8.02M - $9.36M
|
145K
$8.82M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
119K+ 2206.69% |
$6.59M - $7.69M
|
125K
$7.57M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
115K+ 754.15% |
$6.35M - $7.42M
|
130K
$7.91M
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
BUY
|
- |
115KNew |
$6.34M - $7.4M
|
115K
$6.97M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
107KNew |
$5.92M - $6.91M
|
107K
$6.51M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
101K+ 7.11% |
$5.6M - $6.54M
|
1.53M
$92.8M
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
93.2K+ 1202.62% |
$5.15M - $6.02M
|
101K
$6.14M
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
77.1K+ 239.15% |
$4.26M - $4.97M
|
109K
$6.65M
|
|
Aug 11, 2023
Q1 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
65.4K+ 545.19% |
$3.62M - $4.22M
|
77.4K
$4.71M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
62.3KNew |
$3.45M - $4.02M
|
62.3K
$3.79M
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
59.2K+ 64.48% |
$3.28M - $3.82M
|
151K
$9.19M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.3K+ 56.9% |
$3.06M - $3.57M
|
153K
$9.28M
|
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
44.8K+ 184.43% |
$2.48M - $2.89M
|
69.1K
$4.2M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
44K+ 177.72% |
$2.43M - $2.84M
|
68.7K
$4.18M
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
43.5K+ 17.64% |
$2.4M - $2.81M
|
290K
$17.6M
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
34.5KNew |
$1.91M - $2.23M
|
34.5K
$2.1M
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
31K+ 14.26% |
$1.71M - $2M
|
248K
$15.1M
|
|
Apr 21, 2022
Q1 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
26KNew |
$1.44M - $1.68M
|
26K
$1.58M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.6K+ 23.17% |
$1.36M - $1.59M
|
131K
$7.94M
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
22.6K+ 402.53% |
$1.25M - $1.46M
|
28.2K
$1.71M
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20.3K+ 34.16% |
$1.12M - $1.31M
|
79.7K
$4.84M
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
19.7K+ 1557.17% |
$1.09M - $1.27M
|
20.9K
$1.27M
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
19.5K+ 4.2% |
$1.08M - $1.26M
|
485K
$29.5M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
19.4K+ 16.44% |
$1.07M - $1.25M
|
137K
$8.35M
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
18.5K+ 127.96% |
$1.03M - $1.2M
|
33K
$2.01M
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
16.1K+ 66.09% |
$890K - $1.04M
|
40.4K
$2.46M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.7K+ 6.26% |
$868K - $1.01M
|
266K
$16.2M
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
15.4K+ 45.62% |
$853K - $995K
|
49.2K
$2.99M
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
14.9K+ 15.21% |
$821K - $959K
|
112K
$6.84M
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
14.3K+ 66.69% |
$789K - $922K
|
35.7K
$2.17M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.9K+ 16.6% |
$715K - $835K
|
90.8K
$5.52M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
11.4KNew |
$631K - $736K
|
11.4K
$694K
|
|
Apr 29, 2022
Q1 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
11.2K+ 4.27% |
$619K - $722K
|
273K
$16.6M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
11K+ 58.52% |
$606K - $707K
|
29.7K
$1.8M
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
10.8K+ 29.02% |
$599K - $699K
|
48.1K
$2.93M
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
10.6KNew |
$584K - $681K
|
10.6K
$642K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.93K+ 9.59% |
$494K - $576K
|
102K
$6.2M
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.06K+ 11.02% |
$445K - $520K
|
81.1K
$4.93M
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.78K+ 52.43% |
$430K - $502K
|
22.6K
$1.37M
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
7.62K+ 4.68% |
$421K - $492K
|
170K
$10.4M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
7.5KNew |
$415K - $484K
|
7.5K
$456K
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.31KNew |
$404K - $472K
|
7.31K
$444K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.2KNew |
$398K - $465K
|
7.2K
$438K
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6.98K+ 56.68% |
$386K - $451K
|
19.3K
$1.17M
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6.55K+ 16.12% |
$362K - $423K
|
47.2K
$2.87M
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.45KNew |
$357K - $416K
|
6.45K
$392K
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5.72KNew |
$316K - $369K
|
5.72K
$348K
|