Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18K+ 37.79% |
$1.09M - $1.2M
|
65.5K
$4.38M
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
17.1KNew |
$1.04M - $1.14M
|
17.1K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
17K+ 6.85% |
$1.03M - $1.13M
|
265K
$17.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
16.8K+ 8.72% |
$1.02M - $1.12M
|
209K
$14M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
16.7K+ 5.2% |
$1.02M - $1.11M
|
338K
$22.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
16K+ 33.28% |
$971K - $1.06M
|
63.9K
$4.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
15.9K+ 9.63% |
$966K - $1.06M
|
181K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
15.8K+ 4.99% |
$965K - $1.06M
|
333K
$22.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
15.6K+ 5.03% |
$952K - $1.04M
|
326K
$21.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
15.4K+ 8.75% |
$941K - $1.03M
|
192K
$12.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
15.1K+ 7.63% |
$919K - $1.01M
|
213K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
15KNew |
$913K - $999K
|
15K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.9K+ 64.97% |
$909K - $996K
|
37.9K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14.5K+ 4.39% |
$881K - $965K
|
344K
$23M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
14.2K+ 62.37% |
$863K - $945K
|
36.9K
$2.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
14K+ 60.18% |
$852K - $933K
|
37.2K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13.7K+ 8.3% |
$833K - $913K
|
179K
$11.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
13.6K+ 50.45% |
$826K - $905K
|
40.5K
$2.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
13.6KNew |
$826K - $904K
|
13.6K
$906K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13.5K+ 25.36% |
$822K - $900K
|
66.7K
$4.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
12.8KNew |
$782K - $857K
|
12.8K
$859K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
12.8KNew |
$778K - $852K
|
12.8K
$854K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
12.5KNew |
$764K - $836K
|
12.5K
$838K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
12.3K+ 4.23% |
$749K - $820K
|
303K
$20.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
12.1KNew |
$738K - $808K
|
12.1K
$810K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
11.9K+ 7.94% |
$725K - $794K
|
162K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.7K+ 43.77% |
$713K - $780K
|
38.4K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11.3KNew |
$690K - $755K
|
11.3K
$757K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11K+ 4.38% |
$672K - $736K
|
263K
$17.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.9KNew |
$661K - $724K
|
10.9K
$726K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.5K+ 27.07% |
$640K - $701K
|
49.3K
$3.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
10.3K+ 3.4% |
$624K - $684K
|
311K
$20.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
9.9K+ 19.95% |
$603K - $660K
|
59.5K
$3.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
9.54K+ 156.44% |
$581K - $636K
|
15.6K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
9.31K+ 162.99% |
$567K - $621K
|
15K
$1M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
9.28KNew |
$565K - $619K
|
9.28K
$620K
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
8.87KNew |
$540K - $592K
|
8.87K
$593K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
8.28KNew |
$504K - $552K
|
8.28K
$554K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.86K+ 8.15% |
$479K - $524K
|
104K
$6.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
7.74K+ 9.31% |
$471K - $516K
|
90.9K
$6.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
7.72K+ 192.21% |
$470K - $515K
|
11.7K
$785K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.49KNew |
$456K - $499K
|
7.49K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.47KNew |
$455K - $498K
|
7.47K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
7.46K+ 10.12% |
$454K - $498K
|
81.2K
$5.43M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.37K+ 141.74% |
$449K - $491K
|
12.6K
$840K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.29K+ 0.98% |
$444K - $486K
|
751K
$50.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
7.11KNew |
$433K - $474K
|
7.11K
$475K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
7.03KNew |
$428K - $469K
|
7.03K
$470K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.93K+ 21.97% |
$422K - $462K
|
38.5K
$2.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
6.85K+ 32.74% |
$417K - $457K
|
27.8K
$1.86M
|