Purchases and Sales Made in Q2 2022 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) 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 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
16.1K+ 219.93% |
$1.03M - $1.25M
|
23.4K
$2.26M
|
|
Jul 15, 2022
Q2 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
15KNew |
$958K - $1.16M
|
15K
$1.45M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.8KNew |
$945K - $1.15M
|
14.8K
$1.43M
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
14.5KNew |
$925K - $1.12M
|
14.5K
$1.4M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
13.8K+ 91.35% |
$882K - $1.07M
|
28.9K
$2.79M
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
13.2K+ 7.48% |
$844K - $1.03M
|
190K
$18.3M
|
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
13K+ 10.37% |
$829K - $1.01M
|
138K
$13.3M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.9K+ 29.74% |
$824K - $1M
|
56.3K
$5.42M
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
12.8K+ 220.94% |
$816K - $992K
|
18.6K
$1.79M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.3KNew |
$785K - $955K
|
12.3K
$1.19M
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
11.6K+ 120.14% |
$743K - $904K
|
21.3K
$2.06M
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
11.3K+ 9.84% |
$719K - $874K
|
126K
$12.1M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
11.1K+ 61.85% |
$706K - $858K
|
28.9K
$2.79M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.8KNew |
$688K - $836K
|
10.8K
$1.04M
|
|
Jul 26, 2022
Q2 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
10.7K+ 102.42% |
$681K - $828K
|
21.1K
$2.03M
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
10.4K+ 27.09% |
$665K - $808K
|
48.9K
$4.71M
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
9.76K+ 5.66% |
$623K - $757K
|
182K
$17.6M
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
9.68KNew |
$618K - $752K
|
9.68K
$933K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.66K+ 32.49% |
$617K - $750K
|
39.4K
$3.8M
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9.22K+ 15.89% |
$588K - $716K
|
67.2K
$6.48M
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
9.18K+ 1.52% |
$586K - $712K
|
613K
$59M
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
8.87K+ 86.02% |
$567K - $689K
|
19.2K
$1.85M
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
8.29K+ 120.75% |
$529K - $644K
|
15.2K
$1.46M
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.08KNew |
$516K - $627K
|
8.08K
$779K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.35K+ 4.47% |
$469K - $571K
|
172K
$16.6M
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.26KNew |
$464K - $564K
|
7.26K
$700K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.23K+ 40.71% |
$461K - $561K
|
25K
$2.41M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.71KNew |
$429K - $521K
|
6.71K
$647K
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5.5K+ 184.66% |
$351K - $427K
|
8.48K
$817K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.5K+ 94.52% |
$351K - $427K
|
11.3K
$1.09M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.33K+ 125.11% |
$340K - $414K
|
9.59K
$924K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.32KNew |
$339K - $413K
|
5.32K
$512K
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
5.26KNew |
$336K - $408K
|
5.26K
$507K
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5.19KNew |
$331K - $403K
|
5.19K
$500K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.74K+ 20.25% |
$303K - $368K
|
28.1K
$2.71M
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
4.7KNew |
$300K - $365K
|
4.7K
$453K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.45K+ 12.55% |
$284K - $345K
|
39.9K
$3.84M
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.85K+ 11.54% |
$246K - $299K
|
37.2K
$3.58M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.82K+ 77.9% |
$244K - $297K
|
8.73K
$841K
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
BUY
|
- |
3.35KNew |
$214K - $260K
|
3.35K
$323K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.2KNew |
$204K - $248K
|
3.2K
$308K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.14KNew |
$200K - $243K
|
3.14K
$302K
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.85K+ 58.34% |
$118K - $144K
|
5.02K
$484K
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.77K+ 5.88% |
$113K - $137K
|
31.8K
$3.07M
|
|
Jul 19, 2022
Q2 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.63K+ 36.28% |
$104K - $126K
|
6.12K
$589K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.49K+ 7.59% |
$94.8K - $115K
|
21.1K
$2.03M
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.38K+ 4.16% |
$88.3K - $107K
|
34.6K
$3.34M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.36K+ 14.19% |
$86.8K - $106K
|
10.9K
$1.05M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.28K+ 631.53% |
$81.8K - $99.5K
|
1.49K
$143K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.24K+ 2437.25% |
$79.4K - $96.5K
|
1.29K
$125K
|