Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV) 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 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
783K+ 297.25% |
$40.1M - $43.7M
|
1.05M
$56.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
200K+ 5090.0% |
$10.2M - $11.1M
|
203K
$11M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
118KNew |
$6.04M - $6.58M
|
118K
$6.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
86.9KNew |
$4.45M - $4.85M
|
86.9K
$4.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
23.4K+ 5.54% |
$1.2M - $1.3M
|
445K
$24.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
20.2K+ 70.94% |
$1.04M - $1.13M
|
48.7K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
16.5K+ 8.27% |
$844K - $919K
|
216K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
13.9K+ 66.59% |
$711K - $775K
|
34.7K
$1.88M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
13.6K+ 23.46% |
$699K - $761K
|
71.8K
$3.88M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
11.4K+ 34.84% |
$582K - $633K
|
43.9K
$2.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.56K+ 8.65% |
$336K - $366K
|
82.5K
$4.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.9KNew |
$302K - $329K
|
5.9K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.13K+ 5.08% |
$263K - $286K
|
106K
$5.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.24K+ 40.42% |
$217K - $236K
|
14.7K
$796K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2.21K+ 4.57% |
$113K - $123K
|
50.5K
$2.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.12K+ 1.87% |
$108K - $118K
|
115K
$6.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
2.1K+ 5.48% |
$108K - $117K
|
40.4K
$2.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 23.2% |
$57.3K - $62.4K
|
5.94K
$321K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.07K+ 10.16% |
$54.9K - $59.8K
|
11.6K
$628K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
981+ 5.96% |
$50.3K - $54.7K
|
17.5K
$944K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
879+ 6.37% |
$45K - $49.1K
|
14.7K
$794K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
551+ 0.28% |
$28.2K - $30.8K
|
199K
$10.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
535+ 39.63% |
$27.4K - $29.9K
|
1.89K
$102K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
211+ 1.06% |
$10.8K - $11.8K
|
20.1K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
169+ 1.26% |
$8.66K - $9.43K
|
13.6K
$735K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
72+ 0.61% |
$3.69K - $4.02K
|
11.9K
$646K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
56New |
$2.87K - $3.13K
|
56
$3.03K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3- 0.01% |
$154 - $167
|
27.2K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-75- 5.79% |
$3.84K - $4.19K
|
1.22K
$66.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-225- 0.81% |
$11.5K - $12.6K
|
27.6K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-286- 4.96% |
$14.7K - $16K
|
5.49K
$297K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-336- 0.79% |
$17.2K - $18.8K
|
42.3K
$2.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-542- 1.27% |
$27.8K - $30.2K
|
42K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-589- 5.26% |
$30.2K - $32.9K
|
10.6K
$574K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-884- 8.57% |
$45.3K - $49.3K
|
9.43K
$510K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1K- 9.39% |
$51.2K - $55.8K
|
9.65K
$522K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.67K- 2.61% |
$85.5K - $93.1K
|
62.3K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.52K- 36.62% |
$181K - $197K
|
6.1K
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.61K- 4.67% |
$236K - $258K
|
94.3K
$5.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.02K- 20.39% |
$360K - $392K
|
27.4K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-8.47K- 31.19% |
$434K - $472K
|
18.7K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-13K- 10.87% |
$666K - $726K
|
107K
$5.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-30.5K- 27.06% |
$1.57M - $1.7M
|
82.3K
$4.45M
|