Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVSU)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSU) 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 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
606KNew |
$25.8M - $29.7M
|
606K
$41.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
119KNew |
$5.06M - $5.8M
|
119K
$8.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
63KNew |
$2.68M - $3.08M
|
63K
$4.27M
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
32.9KNew |
$1.4M - $1.61M
|
32.9K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
28.1K+ 147.8% |
$1.2M - $1.37M
|
47.1K
$3.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.1KNew |
$688K - $790K
|
16.1K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 27.35% |
$625K - $717K
|
68.3K
$4.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.3KNew |
$569K - $653K
|
13.3K
$905K
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
11KNew |
$467K - $536K
|
11K
$744K
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
9.4KNew |
$401K - $460K
|
9.4K
$637K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6.87KNew |
$293K - $336K
|
6.87K
$466K
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
6.5KNew |
$277K - $318K
|
6.5K
$441K
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
6.49K+ 11.93% |
$277K - $318K
|
61K
$4.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
5.88KNew |
$251K - $288K
|
5.88K
$399K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.72KNew |
$244K - $280K
|
5.72K
$388K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.29KNew |
$226K - $259K
|
5.29K
$359K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.27KNew |
$225K - $258K
|
5.27K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
5.25KNew |
$224K - $257K
|
5.25K
$356K
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.47KNew |
$191K - $219K
|
4.47K
$303K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.94KNew |
$82.6K - $94.8K
|
1.94K
$131K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.48KNew |
$63.2K - $72.5K
|
1.48K
$101K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
508New |
$21.7K - $24.9K
|
508
$34.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
155+ 1.89% |
$6.61K - $7.58K
|
8.34K
$566K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.62K- 27.05% |
$112K - $128K
|
7.05K
$479K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.42K- 56.49% |
$316K - $363K
|
5.72K
$388K
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-8.06K- 5.22% |
$343K - $394K
|
146K
$9.92M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-36.7K- 39.78% |
$1.56M - $1.8M
|
55.6K
$3.77M
|