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 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.69K+ 3.44% |
$253K - $286K
|
80.9K
$7.1M
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
2.67K+ 4.7% |
$252K - $284K
|
59.5K
$5.23M
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.67K+ 11.18% |
$252K - $284K
|
26.5K
$2.33M
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.63KNew |
$248K - $280K
|
2.63K
$231K
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.56K+ 59.92% |
$242K - $273K
|
6.84K
$601K
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.56KNew |
$242K - $272K
|
2.56K
$225K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.56K+ 100.79% |
$242K - $272K
|
5.1K
$448K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.44K+ 14.11% |
$230K - $260K
|
19.7K
$1.73M
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.38K+ 101.76% |
$224K - $253K
|
4.71K
$414K
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.3K+ 4.72% |
$217K - $245K
|
51.1K
$4.49M
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
2.3KNew |
$217K - $245K
|
2.3K
$202K
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.29K+ 1.91% |
$216K - $244K
|
122K
$10.7M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.28K+ 7.82% |
$215K - $243K
|
31.4K
$2.76M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.28KNew |
$215K - $243K
|
2.28K
$200K
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.27K+ 4.88% |
$214K - $242K
|
48.8K
$4.29M
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.27K+ 5.18% |
$214K - $242K
|
46.1K
$4.05M
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.25K+ 3.93% |
$213K - $240K
|
59.6K
$5.24M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.24K+ 51.72% |
$211K - $238K
|
6.57K
$577K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.2K+ 7.65% |
$207K - $234K
|
30.9K
$2.71M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.18K+ 8.16% |
$206K - $232K
|
28.9K
$2.54M
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.18K+ 14.93% |
$205K - $232K
|
16.8K
$1.47M
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.15K+ 3.31% |
$203K - $229K
|
67.2K
$5.91M
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
2.11K+ 5.67% |
$199K - $224K
|
39.3K
$3.45M
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.08K+ 1.87% |
$196K - $222K
|
113K
$9.96M
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.05K+ 3.42% |
$193K - $218K
|
61.9K
$5.44M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.03K+ 44.75% |
$191K - $216K
|
6.56K
$577K
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
2.01K+ 8.49% |
$190K - $214K
|
25.7K
$2.26M
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.01K+ 4.15% |
$190K - $214K
|
50.5K
$4.44M
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
2K+ 3.06% |
$189K - $213K
|
67.3K
$5.91M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2K+ 2.66% |
$188K - $213K
|
77.1K
$6.77M
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.98K+ 0.93% |
$187K - $210K
|
215K
$18.9M
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
1.97K+ 41.39% |
$186K - $210K
|
6.74K
$592K
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.97K+ 2.76% |
$186K - $209K
|
73.2K
$6.43M
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.97K+ 10.86% |
$185K - $209K
|
20.1K
$1.76M
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.96K+ 29.05% |
$185K - $208K
|
8.7K
$764K
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.91K+ 7.8% |
$180K - $203K
|
26.4K
$2.32M
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.88K+ 5.5% |
$178K - $200K
|
36.1K
$3.17M
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.86K+ 17.24% |
$176K - $198K
|
12.7K
$1.11M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.84K+ 61.36% |
$174K - $196K
|
4.84K
$425K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.8KNew |
$170K - $192K
|
1.8K
$158K
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.77K+ 41.5% |
$167K - $189K
|
6.05K
$531K
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.77K+ 17.71% |
$167K - $188K
|
11.8K
$1.03M
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.76K+ 7.55% |
$166K - $187K
|
25.1K
$2.21M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.72K+ 17.53% |
$163K - $183K
|
11.6K
$1.02M
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.72K+ 8.36% |
$162K - $182K
|
22.2K
$1.95M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.68K+ 33.23% |
$158K - $179K
|
6.73K
$591K
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.57K+ 47.6% |
$148K - $167K
|
4.85K
$426K
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.56K+ 3.15% |
$147K - $166K
|
50.9K
$4.47M
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.56K+ 56.04% |
$147K - $165K
|
4.33K
$380K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.54K+ 12.71% |
$145K - $163K
|
13.6K
$1.2M
|