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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-159- 2.54% |
$9.68K - $10.6K
|
6.09K
$407K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-171- 0.07% |
$10.4K - $11.4K
|
232K
$15.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-187- 2.46% |
$11.4K - $12.5K
|
7.43K
$497K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-239- 11.33% |
$14.6K - $15.9K
|
1.87K
$125K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-246- 2.26% |
$15K - $16.4K
|
10.7K
$713K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-340- 7.64% |
$20.7K - $22.7K
|
4.11K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-353- 9.15% |
$21.5K - $23.5K
|
3.5K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-356- 0.53% |
$21.7K - $23.7K
|
66.4K
$4.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-450- 0.89% |
$27.4K - $30K
|
50K
$3.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-531- 8.34% |
$32.3K - $35.4K
|
5.84K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-560- 2.9% |
$34.1K - $37.3K
|
18.8K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-566- 1.09% |
$34.5K - $37.7K
|
51.3K
$3.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-639- 0.73% |
$38.9K - $42.6K
|
87.2K
$5.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-675- 3.93% |
$41.1K - $45K
|
16.5K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-727- 9.16% |
$44.3K - $48.5K
|
7.21K
$482K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-758- 16.69% |
$46.2K - $50.6K
|
3.78K
$253K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-761- 0.39% |
$46.3K - $50.8K
|
196K
$13.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-840- 3.95% |
$51.2K - $56K
|
20.5K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-889- 14.5% |
$54.1K - $59.3K
|
5.24K
$351K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-899- 11.09% |
$54.7K - $60K
|
7.21K
$482K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-912- 79.24% |
$55.5K - $60.8K
|
239
$16K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-983- 5.82% |
$59.9K - $65.6K
|
15.9K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-995- 5.54% |
$60.6K - $66.4K
|
17K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1K- 41.67% |
$60.9K - $66.7K
|
1.4K
$93.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.06K- 99.81% |
$64.6K - $70.8K
|
2
$134
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.16K- 0.13% |
$70.8K - $77.5K
|
918K
$61.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.2K- 1.06% |
$72.8K - $79.8K
|
112K
$7.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.23K- 8.14% |
$74.8K - $82K
|
13.9K
$927K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.25K- 15.95% |
$76K - $83.2K
|
6.58K
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.47K- 99.93% |
$89.5K - $98K
|
1
$66.9
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.7K- 0.82% |
$104K - $114K
|
206K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.82K- 4.1% |
$111K - $121K
|
42.5K
$2.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.92K- 5.97% |
$117K - $128K
|
30.2K
$2.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-2.05K- 1.68% |
$125K - $137K
|
120K
$8M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.47K- 95.3% |
$151K - $165K
|
122
$8.16K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-2.67K- 1.38% |
$162K - $178K
|
191K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.95K- 0.76% |
$180K - $197K
|
388K
$25.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.69K- 52.99% |
$225K - $246K
|
3.28K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.76K- 3.27% |
$229K - $250K
|
111K
$7.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-3.79K- 5.46% |
$231K - $252K
|
65.5K
$4.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.49K- 3.52% |
$274K - $300K
|
123K
$8.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-4.5K- 17.34% |
$274K - $300K
|
21.4K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.94K- 48.72% |
$301K - $329K
|
5.2K
$347K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.15K- 9.6% |
$314K - $344K
|
48.5K
$3.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5.23K- 19.44% |
$318K - $348K
|
21.7K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.5K- 8.71% |
$335K - $367K
|
57.6K
$3.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-6.12K- 4.12% |
$372K - $408K
|
142K
$9.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-6.28K- 1.05% |
$382K - $419K
|
591K
$39.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6.46K- 48.48% |
$393K - $431K
|
6.87K
$459K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-6.66K- 18.19% |
$406K - $444K
|
30K
$2M
|