Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVSD)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSD) 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 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.1KNew |
$1.84M - $1.98M
|
33.1K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7KNew |
$704K - $759K
|
12.7K
$781K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
11.6KNew |
$643K - $693K
|
11.6K
$713K
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
10.6KNew |
$586K - $632K
|
10.6K
$650K
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
8.57KNew |
$476K - $513K
|
8.57K
$527K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.93K+ 11.95% |
$385K - $415K
|
64.9K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
4.89KNew |
$272K - $293K
|
4.89K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.69K+ 2.66% |
$260K - $281K
|
181K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.67K+ 2.37% |
$259K - $279K
|
201K
$12.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.52K+ 16.3% |
$251K - $271K
|
32.3K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
4.06K+ 19.35% |
$225K - $243K
|
25K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3.08K+ 1.13% |
$171K - $185K
|
276K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.78KNew |
$154K - $166K
|
2.78K
$171K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.47K+ 4.45% |
$137K - $148K
|
58K
$3.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.45K+ 31.49% |
$136K - $147K
|
10.2K
$631K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.13K+ 12.21% |
$118K - $128K
|
19.6K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.79KNew |
$99.3K - $107K
|
1.79K
$110K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1.19K+ 10.2% |
$66K - $71.1K
|
12.8K
$790K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1K+ 19.72% |
$55.6K - $59.9K
|
6.07K
$374K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
990New |
$55K - $59.3K
|
990
$61K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
711+ 1.05% |
$39.5K - $42.6K
|
68.4K
$4.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
654+ 14.99% |
$36.3K - $39.2K
|
5.02K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
654+ 14.99% |
$36.3K - $39.2K
|
5.02K
$309K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
458+ 9.97% |
$25.5K - $27.4K
|
5.05K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
263New |
$14.6K - $15.8K
|
263
$16.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
187+ 0.58% |
$10.4K - $11.2K
|
32.2K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
180+ 35.5% |
$10K - $10.8K
|
687
$42.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
116+ 1.35% |
$6.45K - $6.95K
|
8.74K
$538K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
54+ 1.37% |
$3K - $3.23K
|
4K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
34+ 0.62% |
$1.89K - $2.04K
|
5.5K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
34+ 23.78% |
$1.89K - $2.04K
|
177
$10.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
9+ 0.4% |
$500 - $539
|
2.28K
$141K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-276- 1.04% |
$15.3K - $16.5K
|
26.2K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-450- 6.39% |
$25K - $27K
|
6.6K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-627- 31.94% |
$34.8K - $37.6K
|
1.34K
$82.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.15K- 18.11% |
$63.9K - $68.9K
|
5.2K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.79K- 4.75% |
$155K - $167K
|
56K
$3.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-4.31K- 12.33% |
$240K - $258K
|
30.7K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.2K- 56.5% |
$899K - $969K
|
12.5K
$767K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-29.9K- 70.32% |
$1.66M - $1.79M
|
12.6K
$776K
|