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 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.76K- 28.21% |
$472K - $517K
|
19.7K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.11K- 1.96% |
$494K - $541K
|
405K
$27.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-8.19K- 6.17% |
$499K - $546K
|
125K
$8.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.23K- 34.16% |
$501K - $549K
|
15.9K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.59K- 1.15% |
$584K - $639K
|
821K
$54.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-12.8K- 12.19% |
$783K - $857K
|
92.6K
$6.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-18.2K- 10.68% |
$1.11M - $1.21M
|
152K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-19.7K- 26.08% |
$1.2M - $1.32M
|
55.9K
$3.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-19.8K- 6.95% |
$1.2M - $1.32M
|
264K
$17.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-26.1K- 17.18% |
$1.59M - $1.74M
|
126K
$8.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-30.4K- 57.71% |
$1.85M - $2.03M
|
22.3K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-31.5K- 48.63% |
$1.92M - $2.1M
|
33.3K
$2.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-32.6K- 4.12% |
$1.98M - $2.17M
|
757K
$50.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-33.7K- 4.14% |
$2.05M - $2.25M
|
781K
$52.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-39.1K- 67.83% |
$2.38M - $2.61M
|
18.6K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-40.4K- 10.82% |
$2.46M - $2.7M
|
333K
$22.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-44.5K- 34.68% |
$2.71M - $2.97M
|
83.9K
$5.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-572K- 76.31% |
$34.8M - $38.1M
|
177K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-825K- 14.33% |
$50.3M - $55M
|
4.94M
$330M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-916K- 98.37% |
$55.8M - $61.1M
|
15.2K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-6.01M- 98.29% |
$366M - $401M
|
105K
$7M
|