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 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
6.59KNew |
$401K - $439K
|
6.59K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.46K+ 3.69% |
$393K - $430K
|
182K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
6.21K+ 6.14% |
$378K - $414K
|
107K
$7.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6.07K+ 63.7% |
$370K - $405K
|
15.6K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
5.99K+ 8.66% |
$365K - $399K
|
75.1K
$5.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.96K+ 4.35% |
$363K - $397K
|
143K
$9.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.91K+ 7.17% |
$360K - $394K
|
88.3K
$5.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
5.88KNew |
$358K - $392K
|
5.88K
$393K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.8KNew |
$353K - $387K
|
5.8K
$388K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
5.74K+ 28.14% |
$349K - $383K
|
26.1K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
5.71K+ 50.95% |
$348K - $381K
|
16.9K
$1.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.27K+ 0.12% |
$321K - $351K
|
4.56M
$305M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
5.25KNew |
$320K - $350K
|
5.25K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.13K+ 49.4% |
$313K - $342K
|
15.5K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.08K+ 1.99% |
$309K - $338K
|
260K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
4.95KNew |
$301K - $330K
|
4.95K
$331K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.71K+ 16.42% |
$287K - $314K
|
33.4K
$2.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.55KNew |
$277K - $303K
|
4.55K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.49KNew |
$273K - $299K
|
4.49K
$300K
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
4.33K+ 4.62% |
$264K - $289K
|
98.2K
$6.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.33K+ 23.65% |
$264K - $289K
|
22.7K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.32K+ 2.27% |
$263K - $288K
|
195K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
4.31KNew |
$263K - $288K
|
4.31K
$288K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.28KNew |
$261K - $285K
|
4.28K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.04KNew |
$246K - $269K
|
4.04K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
3.94KNew |
$240K - $262K
|
3.94K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.81KNew |
$232K - $254K
|
3.81K
$255K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.74K+ 56.05% |
$228K - $249K
|
10.4K
$696K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.57K+ 19.86% |
$217K - $238K
|
21.6K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.56KNew |
$217K - $237K
|
3.56K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
3.47KNew |
$211K - $231K
|
3.47K
$232K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.44K+ 3.39% |
$210K - $230K
|
105K
$7.02M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.4KNew |
$207K - $227K
|
3.4K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.38K+ 10.33% |
$206K - $225K
|
36.1K
$2.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
3.33K+ 6.03% |
$203K - $222K
|
58.6K
$3.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.12K+ 1.07% |
$190K - $208K
|
295K
$19.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
3.09K+ 19.68% |
$188K - $206K
|
18.8K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
3.03K+ 0.34% |
$184K - $202K
|
905K
$60.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.82K+ 44.93% |
$172K - $188K
|
9.11K
$609K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.79K+ 48.35% |
$170K - $186K
|
8.56K
$573K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.69K+ 7.56% |
$164K - $180K
|
38.3K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.65K+ 6.15% |
$161K - $177K
|
45.8K
$3.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.61K+ 21.08% |
$159K - $174K
|
15K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.52K+ 13.41% |
$154K - $168K
|
21.3K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.07K+ 15.03% |
$126K - $138K
|
15.9K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.01K+ 228.64% |
$123K - $134K
|
2.89K
$193K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.93KNew |
$118K - $129K
|
1.93K
$129K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.91K+ 10.51% |
$116K - $127K
|
20.1K
$1.34M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.9K+ 5.71% |
$116K - $127K
|
35.2K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 7.67% |
$116K - $127K
|
26.7K
$1.78M
|