Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) 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 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7.37K+ 191.23% |
$695K - $752K
|
11.2K
$1.03M
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.15K+ 3.44% |
$674K - $729K
|
215K
$19.7M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.14K+ 13.35% |
$674K - $729K
|
60.6K
$5.56M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.11K+ 82.04% |
$671K - $725K
|
15.8K
$1.45M
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.07K+ 4.5% |
$667K - $721K
|
164K
$15.1M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.91KNew |
$652K - $705K
|
6.91K
$634K
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
6.9KNew |
$651K - $704K
|
6.9K
$633K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.82K+ 175.84% |
$643K - $696K
|
10.7K
$982K
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.7K+ 7.57% |
$632K - $684K
|
95.2K
$8.74M
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.35KNew |
$599K - $648K
|
6.35K
$583K
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.33KNew |
$597K - $646K
|
6.33K
$581K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.09K+ 15.12% |
$575K - $621K
|
46.3K
$4.25M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
5.86K+ 6.15% |
$553K - $598K
|
101K
$9.28M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.67K+ 8.55% |
$535K - $579K
|
72K
$6.61M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.66KNew |
$534K - $578K
|
5.66K
$519K
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
5.47KNew |
$516K - $558K
|
5.47K
$502K
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.08K+ 10.32% |
$479K - $518K
|
54.3K
$4.99M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.01K+ 10.69% |
$473K - $512K
|
51.9K
$4.76M
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
4.43K+ 4.17% |
$418K - $453K
|
111K
$10.2M
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.38KNew |
$413K - $447K
|
4.38K
$402K
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
4.21K+ 10.96% |
$397K - $429K
|
42.6K
$3.91M
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
3.96K+ 1.87% |
$373K - $404K
|
216K
$19.8M
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.8K+ 1.72% |
$359K - $388K
|
224K
$20.6M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.77KNew |
$356K - $385K
|
3.77K
$346K
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.7KNew |
$349K - $378K
|
3.7K
$340K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.62K+ 89.95% |
$341K - $369K
|
7.63K
$701K
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
3.61K+ 6.95% |
$341K - $369K
|
55.6K
$5.1M
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.61KNew |
$340K - $368K
|
3.61K
$331K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.56K+ 2.43% |
$336K - $364K
|
150K
$13.8M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.56K+ 7.18% |
$336K - $364K
|
53.2K
$4.88M
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.53K+ 26.1% |
$333K - $360K
|
17.1K
$1.57M
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
3.53K+ 61.97% |
$333K - $360K
|
9.23K
$847K
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
3.53KNew |
$333K - $360K
|
3.53K
$324K
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.52K+ 6.81% |
$333K - $360K
|
55.3K
$5.08M
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.46KNew |
$327K - $353K
|
3.46K
$318K
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
3.41K+ 3.24% |
$322K - $348K
|
109K
$9.97M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.36K+ 2.43% |
$317K - $343K
|
142K
$13M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.3KNew |
$311K - $337K
|
3.3K
$303K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.25K+ 2.68% |
$306K - $331K
|
124K
$11.4M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.97K+ 359.37% |
$280K - $303K
|
3.8K
$349K
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.88K+ 17.56% |
$272K - $294K
|
19.3K
$1.77M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.82K+ 5.65% |
$266K - $288K
|
52.7K
$4.84M
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.63K+ 7.93% |
$248K - $269K
|
35.8K
$3.29M
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.57KNew |
$243K - $262K
|
2.57K
$236K
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.41K+ 23.83% |
$227K - $246K
|
12.5K
$1.15M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.38K+ 8.27% |
$224K - $243K
|
31.1K
$2.86M
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.36KNew |
$223K - $241K
|
2.36K
$217K
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2.33KNew |
$219K - $237K
|
2.33K
$213K
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2.26KNew |
$214K - $231K
|
2.26K
$208K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.15KNew |
$202K - $219K
|
2.15K
$197K
|