Purchases and Sales Made in Q2 2022 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
300+ 967.74% |
$15.8K - $19K
|
331
$22.5K
|
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
185+ 0.94% |
$9.71K - $11.7K
|
19.8K
$1.35M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
116New |
$6.09K - $7.36K
|
116
$7.9K
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
108+ 2.47% |
$5.67K - $6.86K
|
4.47K
$305K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
90+ 128.57% |
$4.73K - $5.71K
|
160
$10.9K
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
86+ 0.18% |
$4.52K - $5.46K
|
46.7K
$3.18M
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
83+ 0.07% |
$4.36K - $5.27K
|
114K
$7.76M
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
80New |
$4.2K - $5.08K
|
80
$5.45K
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
49New |
$2.57K - $3.11K
|
49
$3.34K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
30+ 9.38% |
$1.58K - $1.9K
|
350
$23.8K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
26New |
$1.37K - $1.65K
|
26
$1.77K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14New |
$735 - $889
|
14
$954
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
7New |
$368 - $444
|
7
$477
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
6New |
$315 - $381
|
6
$409
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5New |
$263 - $317
|
5
$341
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 2.17% |
$52.5 - $63.5
|
47
$3.2K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-86Closed |
$4.52K - $5.46K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100Closed |
$5.25K - $6.35K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-116Closed |
$6.09K - $7.36K
|
0
$0
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-625- 57.44% |
$32.8K - $39.7K
|
463
$31.5K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-677Closed |
$35.5K - $43K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-749Closed |
$39.3K - $47.5K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-784- 3.19% |
$41.2K - $49.8K
|
23.8K
$1.62M
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-1.03K- 7.98% |
$53.8K - $65.1K
|
11.8K
$805K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.19K- 3.24% |
$62.4K - $75.5K
|
35.5K
$2.42M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.3K- 37.07% |
$68.3K - $82.5K
|
2.21K
$150K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.46K- 1.98% |
$76.8K - $92.9K
|
72.4K
$4.93M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.46K- 1.98% |
$76.8K - $92.9K
|
72.4K
$4.93M
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.51KClosed |
$79K - $95.5K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3.17K- 36.34% |
$166K - $201K
|
5.55K
$378K
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-3.24K- 26.17% |
$170K - $206K
|
9.15K
$623K
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.29KClosed |
$173K - $209K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.3KClosed |
$173K - $209K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.33KClosed |
$175K - $211K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.5KClosed |
$184K - $222K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3.54K- 2.42% |
$186K - $225K
|
143K
$9.74M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.47KClosed |
$235K - $284K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-6.17K- 37.71% |
$324K - $392K
|
10.2K
$695K
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-9.32K- 57.87% |
$489K - $591K
|
6.78K
$462K
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-9.44K- 37.45% |
$495K - $599K
|
15.8K
$1.07M
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-9.57K- 39.3% |
$502K - $607K
|
14.8K
$1.01M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.78K- 15.29% |
$514K - $621K
|
54.2K
$3.69M
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-10K- 55.56% |
$525K - $635K
|
8K
$545K
|
|
Aug 25, 2022
Q2 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-10.2K- 8.02% |
$537K - $650K
|
117K
$7.99M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.6K- 68.69% |
$662K - $800K
|
5.75K
$391K
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-13.3KClosed |
$699K - $845K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.9KClosed |
$728K - $880K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-22.2KClosed |
$1.16M - $1.41M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.5KClosed |
$1.29M - $1.55M
|
0
$0
|