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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2.8K+ 5.87% |
$113K - $119K
|
50.4K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.62K+ 12.1% |
$106K - $111K
|
24.2K
$988K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.52K+ 2.25% |
$102K - $107K
|
115K
$4.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.06K+ 6.62% |
$83.3K - $87.4K
|
33.1K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.93K+ 3.09% |
$78K - $81.9K
|
64.3K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.4KNew |
$56.6K - $59.4K
|
1.4K
$57K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.26KNew |
$50.8K - $53.4K
|
1.26K
$51.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.19K+ 1.13% |
$48.2K - $50.6K
|
107K
$4.36M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.15KNew |
$46.7K - $49K
|
1.15K
$47K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.09K+ 0.78% |
$44.1K - $46.3K
|
142K
$5.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.06K+ 6.12% |
$42.9K - $45K
|
18.4K
$749K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.05K+ 42.36% |
$42.5K - $44.6K
|
3.53K
$144K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
944+ 3.26% |
$38.2K - $40.1K
|
29.9K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
669New |
$27.1K - $28.4K
|
669
$27.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
643+ 14.48% |
$26K - $27.3K
|
5.08K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
604+ 10.82% |
$24.4K - $25.7K
|
6.19K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
548New |
$22.2K - $23.3K
|
548
$22.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
315New |
$12.8K - $13.4K
|
315
$12.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
306+ 2.48% |
$12.4K - $13K
|
12.7K
$516K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
138+ 1.45% |
$5.59K - $5.86K
|
9.67K
$394K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
85+ 1.55% |
$3.44K - $3.61K
|
5.58K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7+ 0.35% |
$283 - $297
|
1.98K
$80.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.13% |
$40.5 - $42.5
|
48
$1.96K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3- 0.01% |
$121 - $127
|
40.8K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32- 24.81% |
$1.3K - $1.36K
|
97
$3.95K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-122- 0.22% |
$4.94K - $5.18K
|
55.6K
$2.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-137- 1.32% |
$5.55K - $5.82K
|
10.2K
$417K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-241- 3.98% |
$9.76K - $10.2K
|
5.81K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-356- 0.44% |
$14.4K - $15.1K
|
81.4K
$3.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-412- 4.96% |
$16.7K - $17.5K
|
7.9K
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-538- 3.89% |
$21.8K - $22.9K
|
13.3K
$542K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-1.17K- 2.42% |
$47.3K - $49.6K
|
47K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.94K- 1.52% |
$78.5K - $82.3K
|
126K
$5.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.81K- 32.01% |
$154K - $162K
|
8.1K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-9.82K- 44.95% |
$398K - $417K
|
12K
$490K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-13.3K- 10.61% |
$539K - $565K
|
112K
$4.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-19.9K- 48.4% |
$806K - $846K
|
21.2K
$866K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-25.7K- 24.6% |
$1.04M - $1.09M
|
78.6K
$3.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28K- 7.97% |
$1.13M - $1.19M
|
324K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-30.8K- 2.37% |
$1.25M - $1.31M
|
1.27M
$51.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.8K- 20.76% |
$1.82M - $1.9M
|
171K
$6.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-57.9K- 61.84% |
$2.35M - $2.46M
|
35.8K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-80.1K- 18.5% |
$3.24M - $3.4M
|
353K
$14.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-101K- 8.47% |
$4.08M - $4.29M
|
1.09M
$44.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-139K- 54.84% |
$5.62M - $5.9M
|
114K
$4.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-140K- 98.94% |
$5.65M - $5.93M
|
1.5K
$61.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-5.81M- 97.41% |
$235M - $247M
|
154K
$6.29M
|