Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) 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
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
196+ 113.29% |
$18.5K - $20.9K
|
369
$32.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
196+ 0.36% |
$18.5K - $20.9K
|
55.3K
$4.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
177+ 0.65% |
$16.7K - $18.8K
|
27.5K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
169+ 1.22% |
$15.9K - $18K
|
14.1K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
161+ 0.81% |
$15.2K - $17.1K
|
20.1K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
160+ 5.98% |
$15.1K - $17K
|
2.83K
$246K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
160+ 5.98% |
$15.1K - $17K
|
2.83K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
159+ 1.76% |
$15K - $16.9K
|
9.17K
$797K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
152+ 2.45% |
$14.3K - $16.2K
|
6.35K
$552K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
150New |
$14.2K - $16K
|
150
$13K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
141+ 0.5% |
$13.3K - $15K
|
28.1K
$2.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
140+ 0.49% |
$13.2K - $14.9K
|
28.8K
$2.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
133New |
$12.6K - $14.2K
|
133
$11.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
133+ 1.66% |
$12.6K - $14.2K
|
8.13K
$706K
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
133+ 0.11% |
$12.6K - $14.2K
|
124K
$10.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
127New |
$12K - $13.5K
|
127
$11K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
100+ 0.01% |
$9.44K - $10.6K
|
685K
$59.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
96+ 9600.0% |
$9.06K - $10.2K
|
97
$8.43K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
91New |
$8.59K - $9.68K
|
91
$7.91K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
77+ 1.25% |
$7.27K - $8.19K
|
6.22K
$541K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
73+ 0.77% |
$6.89K - $7.77K
|
9.53K
$829K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
71+ 0.4% |
$6.7K - $7.56K
|
17.8K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
70+ 1.73% |
$6.61K - $7.45K
|
4.11K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
67+ 1.0% |
$6.32K - $7.13K
|
6.76K
$587K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
63New |
$5.95K - $6.7K
|
63
$5.48K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
55+ 1.03% |
$5.19K - $5.85K
|
5.37K
$467K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
55New |
$5.19K - $5.85K
|
55
$4.78K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
51+ 1.11% |
$4.81K - $5.43K
|
4.64K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
50+ 9.26% |
$4.72K - $5.32K
|
590
$51.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
41+ 0.06% |
$3.87K - $4.36K
|
68.5K
$5.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
32+ 0.18% |
$3.02K - $3.41K
|
18.2K
$1.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
29+ 4.14% |
$2.74K - $3.09K
|
730
$63.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28+ 0.14% |
$2.64K - $2.98K
|
19.5K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
27+ 0.39% |
$2.55K - $2.87K
|
7.04K
$612K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
26+ 0.32% |
$2.45K - $2.77K
|
8.19K
$712K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
21+ 0.19% |
$1.98K - $2.23K
|
11.2K
$977K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21New |
$1.98K - $2.23K
|
21
$1.83K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
20+ 0.1% |
$1.89K - $2.13K
|
20.5K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
19+ 0.26% |
$1.79K - $2.02K
|
7.4K
$644K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
17+ 0.28% |
$1.6K - $1.81K
|
6.09K
$530K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
17+ 0.45% |
$1.6K - $1.81K
|
3.77K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
16+ 0.44% |
$1.51K - $1.7K
|
3.62K
$314K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
15New |
$1.42K - $1.6K
|
15
$1.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 0.13% |
$1.13K - $1.28K
|
9.1K
$791K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
11New |
$1.04K - $1.17K
|
11
$956
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
10+ 0.0% |
$944 - $1.06K
|
280K
$24.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
10+ 0.45% |
$944 - $1.06K
|
2.25K
$196K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7New |
$661 - $745
|
7
$609
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
7New |
$661 - $745
|
7
$609
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6+ 2.14% |
$566 - $638
|
286
$24.9K
|