Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) 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 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
29KNew |
$1.9M - $2.06M
|
29K
$1.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
28.1KNew |
$1.84M - $2M
|
28.1K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
27.9KNew |
$1.82M - $1.98M
|
27.9K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
27K+ 80.86% |
$1.77M - $1.92M
|
60.4K
$3.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
25.4K+ 6.59% |
$1.66M - $1.81M
|
410K
$27.1M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
24.5KNew |
$1.6M - $1.74M
|
24.5K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24.4K+ 8.43% |
$1.6M - $1.74M
|
314K
$20.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
23.3K+ 5.41% |
$1.53M - $1.66M
|
455K
$30.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
23.1K+ 2.38% |
$1.52M - $1.65M
|
996K
$65.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
23.1K+ 16.17% |
$1.51M - $1.65M
|
166K
$11M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
22.9KNew |
$1.5M - $1.63M
|
22.9K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
21.8K+ 13.54% |
$1.43M - $1.55M
|
182K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.6KNew |
$1.42M - $1.54M
|
21.6K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
21.4K+ 14.68% |
$1.4M - $1.53M
|
167K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
21.2K+ 3.91% |
$1.39M - $1.51M
|
562K
$37.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
20.7K+ 22.16% |
$1.36M - $1.48M
|
114K
$7.57M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19.6K+ 24.25% |
$1.28M - $1.4M
|
100K
$6.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.3K+ 21.13% |
$1.26M - $1.37M
|
110K
$7.31M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
19.2K+ 12.16% |
$1.26M - $1.37M
|
177K
$11.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
19.1K+ 30.3% |
$1.25M - $1.36M
|
82.2K
$5.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
18.7K+ 29.06% |
$1.23M - $1.33M
|
83.1K
$5.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.5K+ 200.23% |
$1.21M - $1.32M
|
27.7K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
18.3K+ 12.45% |
$1.2M - $1.3M
|
165K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
18.3K+ 19.46% |
$1.2M - $1.3M
|
112K
$7.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
18.2K+ 10.59% |
$1.19M - $1.3M
|
190K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
18.1KNew |
$1.18M - $1.29M
|
18.1K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
17.7K+ 107.26% |
$1.16M - $1.26M
|
34.2K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
17.5K+ 448.78% |
$1.15M - $1.25M
|
21.4K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
15.8K+ 54.1% |
$1.03M - $1.12M
|
44.9K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
14.8K+ 9.36% |
$969K - $1.05M
|
173K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
14.4K+ 3.04% |
$943K - $1.02M
|
487K
$32.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.3K+ 74.26% |
$938K - $1.02M
|
33.6K
$2.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
13.5K+ 376.62% |
$885K - $962K
|
17.1K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
13.4KNew |
$877K - $953K
|
13.4K
$885K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.8KNew |
$840K - $914K
|
12.8K
$849K
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
11.3KNew |
$742K - $807K
|
11.3K
$749K
|
|
|
Feb 03, 2025
Q4 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
11.3K+ 5.4% |
$739K - $804K
|
220K
$14.6M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
10.7K+ 9.26% |
$699K - $760K
|
126K
$8.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.4K+ 1.04% |
$679K - $738K
|
1M
$66.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.92K+ 2.27% |
$650K - $707K
|
446K
$29.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.8K+ 41.24% |
$642K - $698K
|
33.5K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
9.68KNew |
$634K - $689K
|
9.68K
$640K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9.55KNew |
$626K - $680K
|
9.55K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
9.51KNew |
$623K - $677K
|
9.51K
$629K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.33KNew |
$611K - $665K
|
9.33K
$617K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9.26KNew |
$607K - $660K
|
9.26K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.22KNew |
$604K - $657K
|
9.22K
$610K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
9.08K+ 6.6% |
$595K - $647K
|
147K
$9.71M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
7.6K+ 16.32% |
$498K - $541K
|
54.2K
$3.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.55KNew |
$494K - $537K
|
7.55K
$499K
|