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 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
221+ 4.7% |
$20.9K - $22.6K
|
4.93K
$452K
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
209+ 0.11% |
$19.7K - $21.3K
|
188K
$17.2M
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
207New |
$19.5K - $21.1K
|
207
$19K
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
194+ 0.34% |
$18.3K - $19.8K
|
56.9K
$5.22M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
189New |
$17.8K - $19.3K
|
189
$17.3K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
185+ 0.66% |
$17.5K - $18.9K
|
28K
$2.57M
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
184New |
$17.4K - $18.8K
|
184
$16.9K
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
180+ 0.35% |
$17K - $18.4K
|
51.5K
$4.72M
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
166+ 1.08% |
$15.7K - $16.9K
|
15.5K
$1.42M
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
163+ 1.14% |
$15.4K - $16.6K
|
14.5K
$1.33M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
154+ 11.32% |
$14.5K - $15.7K
|
1.52K
$139K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
148New |
$14K - $15.1K
|
148
$13.6K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
138+ 6.31% |
$13K - $14.1K
|
2.32K
$213K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
124+ 0.05% |
$11.7K - $12.7K
|
229K
$21M
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
118+ 4.11% |
$11.1K - $12K
|
2.99K
$274K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
100New |
$9.44K - $10.2K
|
100
$9.18K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
94New |
$8.87K - $9.59K
|
94
$8.63K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
94New |
$8.87K - $9.59K
|
94
$8.63K
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
78+ 0.76% |
$7.36K - $7.96K
|
10.3K
$949K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
76+ 304.0% |
$7.17K - $7.76K
|
101
$9.27K
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
72+ 1.22% |
$6.79K - $7.35K
|
5.98K
$549K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
62+ 0.87% |
$5.85K - $6.33K
|
7.15K
$656K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
61+ 2.35% |
$5.76K - $6.23K
|
2.66K
$244K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
50+ 0.05% |
$4.72K - $5.1K
|
91.6K
$8.41M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37+ 0.34% |
$3.49K - $3.78K
|
10.9K
$997K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
36+ 0.92% |
$3.4K - $3.67K
|
3.95K
$363K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
35+ 0.41% |
$3.3K - $3.57K
|
8.54K
$784K
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
26+ 0.38% |
$2.45K - $2.65K
|
6.91K
$634K
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
25+ 0.29% |
$2.36K - $2.55K
|
8.55K
$784K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
23+ 0.67% |
$2.17K - $2.35K
|
3.46K
$317K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.33% |
$1.51K - $1.63K
|
4.87K
$447K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
16+ 0.34% |
$1.51K - $1.63K
|
4.73K
$434K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15+ 0.04% |
$1.42K - $1.53K
|
41.2K
$3.78M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11New |
$1.04K - $1.12K
|
11
$1.01K
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
11+ 0.51% |
$1.04K - $1.12K
|
2.16K
$198K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.28% |
$944 - $1.02K
|
3.53K
$324K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
8+ 0.04% |
$755 - $816
|
19.3K
$1.77M
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
$661 - $714
|
3.02K
$277K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6New |
$566 - $612
|
6
$551
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5+ 0.08% |
$472 - $510
|
6.31K
$579K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.03% |
$283 - $306
|
9.79K
$899K
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1+ 0.04% |
$94.4 - $102
|
2.57K
$236K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$94.4 - $102
|
3.48K
$320K
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1- 12.5% |
$94.4 - $102
|
7
$643
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-3- 0.06% |
$283 - $306
|
5.11K
$469K
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-6- 0.23% |
$566 - $612
|
2.56K
$235K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7- 1.34% |
$661 - $714
|
516
$47.4K
|