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 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-12.6K- 28.49% |
$1.19M - $1.29M
|
31.7K
$2.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-17.5K- 7.94% |
$1.65M - $1.78M
|
202K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-21.6K- 88.88% |
$2.04M - $2.2M
|
2.7K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-24.4K- 2.3% |
$2.3M - $2.49M
|
1.04M
$95.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-26.6K- 24.3% |
$2.51M - $2.71M
|
82.8K
$7.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-29.1K- 41.42% |
$2.74M - $2.97M
|
41.1K
$3.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30.6K- 38.69% |
$2.89M - $3.13M
|
48.5K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.6K- 50.35% |
$3.17M - $3.43M
|
33.2K
$3.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-43.3K- 31.76% |
$4.09M - $4.42M
|
93.1K
$8.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-43.4K- 10.47% |
$4.1M - $4.43M
|
371K
$34.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.7K- 16.83% |
$5.17M - $5.59M
|
271K
$24.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-58.8K- 24.38% |
$5.55M - $6M
|
182K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-69.2K- 10.19% |
$6.53M - $7.07M
|
610K
$56M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-79.1K- 6.0% |
$7.46M - $8.07M
|
1.24M
$114M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-944K- 98.97% |
$89.1M - $96.4M
|
9.84K
$903K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-19.7M- 98.91% |
$1.86B - $2.01B
|
217K
$19.9M
|