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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.13KNew |
$201K - $217K
|
2.13K
$196K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.1K+ 0.94% |
$198K - $214K
|
226K
$20.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.06K+ 4.32% |
$195K - $210K
|
49.8K
$4.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.05K+ 17.32% |
$193K - $209K
|
13.9K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.95K+ 4.93% |
$184K - $199K
|
41.5K
$3.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.95K+ 37.15% |
$184K - $199K
|
7.2K
$661K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.82K+ 2.31% |
$172K - $186K
|
80.8K
$7.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.79K+ 2.43% |
$169K - $182K
|
75.4K
$6.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.68KNew |
$159K - $172K
|
1.68K
$154K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.59K+ 30.87% |
$150K - $162K
|
6.74K
$619K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$141K - $153K
|
1.5K
$137K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.45K+ 12.03% |
$137K - $148K
|
13.5K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.4K+ 1.51% |
$132K - $143K
|
94K
$8.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.34K+ 3.3% |
$126K - $136K
|
41.8K
$3.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.32K+ 6.5% |
$124K - $134K
|
21.6K
$1.98M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.28K+ 127.5% |
$120K - $130K
|
2.28K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.24K+ 4.3% |
$117K - $127K
|
30.2K
$2.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.17K+ 4.8% |
$110K - $120K
|
25.6K
$2.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.16K+ 0.61% |
$110K - $118K
|
191K
$17.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.11K+ 5.99% |
$105K - $114K
|
19.7K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.11K+ 0.67% |
$105K - $113K
|
167K
$15.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
996New |
$94K - $102K
|
996
$91.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
941+ 1.74% |
$88.8K - $96K
|
55K
$5.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
920+ 3.46% |
$86.8K - $93.9K
|
27.5K
$2.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
893+ 8.12% |
$84.3K - $91.1K
|
11.9K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
858+ 2.68% |
$81K - $87.6K
|
32.9K
$3.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
849+ 7.81% |
$80.1K - $86.6K
|
11.7K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
805+ 12.08% |
$76K - $82.2K
|
7.47K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
752+ 0.51% |
$71K - $76.7K
|
148K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
750+ 7.75% |
$70.8K - $76.5K
|
10.4K
$957K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
736+ 0.68% |
$69.4K - $75.1K
|
110K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
680+ 8.9% |
$64.2K - $69.4K
|
8.32K
$764K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
636+ 0.67% |
$60K - $64.9K
|
94.9K
$8.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
584+ 4.05% |
$55.1K - $59.6K
|
15K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
556+ 2.29% |
$52.5K - $56.7K
|
24.9K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
530+ 1.15% |
$50K - $54.1K
|
46.6K
$4.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
512+ 3.45% |
$48.3K - $52.3K
|
15.3K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
510+ 146.97% |
$48.1K - $52.1K
|
857
$78.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
500New |
$47.2K - $51K
|
500
$45.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
500+ 1.24% |
$47.2K - $51K
|
40.8K
$3.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
421New |
$39.7K - $43K
|
421
$38.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
404+ 165.57% |
$38.1K - $41.2K
|
648
$59.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
392+ 128.52% |
$37K - $40K
|
697
$64K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
376+ 0.31% |
$35.5K - $38.4K
|
121K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
338+ 4.95% |
$31.9K - $34.5K
|
7.17K
$658K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
331+ 0.51% |
$31.2K - $33.8K
|
65.1K
$5.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
318+ 0.08% |
$30K - $32.5K
|
421K
$38.7M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
279New |
$26.3K - $28.5K
|
279
$25.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
272+ 5.04% |
$25.7K - $27.8K
|
5.66K
$520K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
228+ 0.12% |
$21.5K - $23.3K
|
197K
$18.1M
|