Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG) 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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.84M+ 4688.36% |
$236M - $248M
|
5.96M
$242M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
312KNew |
$12.6M - $13.2M
|
312K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
223K+ 15.59% |
$9.05M - $9.49M
|
1.66M
$67.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
208K+ 6.69% |
$8.42M - $8.83M
|
3.32M
$134M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
97.4K+ 16067.82% |
$3.94M - $4.14M
|
98K
$3.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
90.2KNew |
$3.65M - $3.83M
|
90.2K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
58.5K+ 18.16% |
$2.37M - $2.49M
|
381K
$15.4M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
52.4K+ 94.53% |
$2.12M - $2.23M
|
108K
$4.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
42.5K+ 10.15% |
$1.72M - $1.8M
|
461K
$18.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
42KNew |
$1.7M - $1.78M
|
42K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.3K+ 4.99% |
$1.67M - $1.75M
|
869K
$35.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
40.6K+ 12.54% |
$1.65M - $1.73M
|
365K
$14.8M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
38.5KNew |
$1.56M - $1.64M
|
38.5K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
37.7K+ 6.89% |
$1.53M - $1.6M
|
584K
$23.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
37.3K+ 13.2% |
$1.51M - $1.58M
|
320K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.4K+ 27.24% |
$1.15M - $1.21M
|
133K
$5.37M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
25.8K+ 23.28% |
$1.04M - $1.09M
|
136K
$5.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
24KNew |
$970K - $1.02M
|
24K
$971K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
23.8K+ 1.9% |
$963K - $1.01M
|
1.27M
$51.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
23.5KNew |
$952K - $999K
|
23.5K
$953K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
17.3K+ 3.65% |
$702K - $737K
|
492K
$19.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
17KNew |
$687K - $721K
|
17K
$688K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
16.7K+ 18.1% |
$676K - $710K
|
109K
$4.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
16.3KNew |
$660K - $692K
|
16.3K
$661K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13.6KNew |
$549K - $576K
|
13.6K
$550K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.5K+ 142.08% |
$505K - $529K
|
21.2K
$861K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
9.31KNew |
$377K - $395K
|
9.31K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.3K+ 4.57% |
$376K - $395K
|
213K
$8.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.36K+ 6.6% |
$298K - $312K
|
119K
$4.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.88K+ 60.22% |
$278K - $292K
|
18.3K
$742K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.57K+ 11.56% |
$266K - $279K
|
63.4K
$2.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.84K+ 17.23% |
$236K - $248K
|
39.7K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
5.04KNew |
$204K - $214K
|
5.04K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.83K+ 3.78% |
$195K - $205K
|
132K
$5.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.83K+ 73.04% |
$155K - $163K
|
9.08K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.78K+ 4.08% |
$153K - $161K
|
96.4K
$3.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.78K+ 7.01% |
$153K - $160K
|
57.6K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.83K+ 12.58% |
$115K - $120K
|
25.3K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2.8K+ 5.87% |
$113K - $119K
|
50.4K
$2.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.62K+ 12.1% |
$106K - $111K
|
24.2K
$982K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.52K+ 2.25% |
$102K - $107K
|
115K
$4.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.06K+ 6.62% |
$83.3K - $87.4K
|
33.1K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.93K+ 3.09% |
$78K - $81.9K
|
64.3K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.4KNew |
$56.6K - $59.4K
|
1.4K
$56.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.19K+ 1.13% |
$48.2K - $50.6K
|
107K
$4.34M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.15KNew |
$46.7K - $49K
|
1.15K
$46.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.09K+ 0.78% |
$44.1K - $46.3K
|
142K
$5.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.06K+ 6.12% |
$42.9K - $45K
|
18.4K
$744K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.05K+ 42.36% |
$42.5K - $44.6K
|
3.53K
$143K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
944+ 3.26% |
$38.2K - $40.1K
|
29.9K
$1.21M
|