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 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
551+ 0.28% |
$28.2K - $30.8K
|
199K
$11.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
535+ 39.63% |
$27.4K - $29.9K
|
1.89K
$109K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
400+ 9.45% |
$20.5K - $22.3K
|
4.63K
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
211+ 1.06% |
$10.8K - $11.8K
|
20.1K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
192+ 1.24% |
$9.84K - $10.7K
|
15.7K
$903K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
171+ 2.75% |
$8.76K - $9.54K
|
6.39K
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
169+ 1.26% |
$8.66K - $9.43K
|
13.6K
$783K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
165+ 1.89% |
$8.45K - $9.21K
|
8.91K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
117+ 1.06% |
$6K - $6.53K
|
11.2K
$643K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
72+ 0.61% |
$3.69K - $4.02K
|
11.9K
$689K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
66+ 95.65% |
$3.38K - $3.68K
|
135
$7.79K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
56New |
$2.87K - $3.13K
|
56
$3.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
30New |
$1.54K - $1.67K
|
30
$1.73K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
26+ 0.39% |
$1.33K - $1.45K
|
6.63K
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24+ 0.45% |
$1.23K - $1.34K
|
5.32K
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.01% |
$51.2 - $55.8
|
13K
$748K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3- 0.01% |
$154 - $167
|
27.2K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-60- 5.84% |
$3.07K - $3.35K
|
967
$55.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-75- 5.79% |
$3.84K - $4.19K
|
1.22K
$70.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-88- 0.25% |
$4.51K - $4.91K
|
35.3K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-200- 1.78% |
$10.2K - $11.2K
|
11.1K
$638K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-225- 0.81% |
$11.5K - $12.6K
|
27.6K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-286- 4.96% |
$14.7K - $16K
|
5.49K
$316K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-336- 0.79% |
$17.2K - $18.8K
|
42.3K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-421- 1.15% |
$21.6K - $23.5K
|
36.1K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-496- 5.94% |
$25.4K - $27.7K
|
7.85K
$453K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-542- 1.27% |
$27.8K - $30.2K
|
42K
$2.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-570- 0.44% |
$29.2K - $31.8K
|
128K
$7.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-589- 5.26% |
$30.2K - $32.9K
|
10.6K
$612K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-884- 8.57% |
$45.3K - $49.3K
|
9.43K
$544K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1K- 9.39% |
$51.2K - $55.8K
|
9.65K
$556K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.03K- 0.88% |
$52.7K - $57.4K
|
116K
$6.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.67K- 2.61% |
$85.5K - $93.1K
|
62.3K
$3.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.33K- 89.62% |
$119K - $130K
|
270
$15.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.52K- 36.62% |
$181K - $197K
|
6.1K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-4.12K- 15.56% |
$211K - $230K
|
22.4K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.25K- 5.47% |
$218K - $237K
|
73.4K
$4.23M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.26K- 37.94% |
$218K - $238K
|
6.96K
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.61K- 4.67% |
$236K - $258K
|
94.3K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.87K- 9.24% |
$352K - $383K
|
67.5K
$3.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.02K- 20.39% |
$360K - $392K
|
27.4K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-8.47K- 31.19% |
$434K - $472K
|
18.7K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-13K- 10.87% |
$666K - $726K
|
107K
$6.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-13.3K- 57.03% |
$684K - $745K
|
10.1K
$580K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-30.5K- 27.06% |
$1.57M - $1.7M
|
82.3K
$4.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-47K- 45.71% |
$2.41M - $2.63M
|
55.9K
$3.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-200K- 98.07% |
$10.2M - $11.1M
|
3.92K
$226K
|