Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) 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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.04M+ 7432.54% |
$368M - $403M
|
6.12M
$394M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
917K+ 6282.95% |
$55.8M - $61.2M
|
932K
$60M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
691KNew |
$42.1M - $46.1M
|
691K
$44.5M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
518K+ 30.44% |
$31.5M - $34.5M
|
2.22M
$143M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
451K+ 15.36% |
$27.4M - $30.1M
|
3.38M
$218M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
383KNew |
$23.3M - $25.5M
|
383K
$24.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
327K+ 25005.13% |
$19.9M - $21.8M
|
328K
$21.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
282KNew |
$17.2M - $18.8M
|
282K
$18.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
183KNew |
$11.2M - $12.2M
|
183K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
181K+ 7.32% |
$11M - $12.1M
|
2.66M
$171M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
178K+ 13.13% |
$10.9M - $11.9M
|
1.54M
$98.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
129K+ 14.09% |
$7.87M - $8.62M
|
1.05M
$67.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
109K+ 10.13% |
$6.61M - $7.24M
|
1.18M
$75.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
107K+ 34.65% |
$6.53M - $7.16M
|
417K
$26.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
94.9K+ 16.38% |
$5.78M - $6.33M
|
674K
$43.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
93.8KNew |
$5.71M - $6.25M
|
93.8K
$6.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
92.8KNew |
$5.65M - $6.19M
|
92.8K
$5.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
85.4KNew |
$5.2M - $5.7M
|
85.4K
$5.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
83.9K+ 48.6% |
$5.11M - $5.6M
|
257K
$16.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
77.3K+ 776.91% |
$4.7M - $5.15M
|
87.2K
$5.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
74.5K+ 28.05% |
$4.54M - $4.97M
|
340K
$21.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
61.9K+ 36.21% |
$3.77M - $4.13M
|
233K
$15M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
59.3K+ 21.86% |
$3.61M - $3.95M
|
330K
$21.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
59.2K+ 18.16% |
$3.6M - $3.95M
|
385K
$24.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
54.3KNew |
$3.31M - $3.62M
|
54.3K
$3.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
50.3K+ 141.36% |
$3.07M - $3.36M
|
86K
$5.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
43.5KNew |
$2.65M - $2.9M
|
43.5K
$2.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
42.7K+ 11.87% |
$2.6M - $2.85M
|
403K
$25.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
42.7K+ 8.19% |
$2.6M - $2.85M
|
564K
$36.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
41.6KNew |
$2.54M - $2.78M
|
41.6K
$2.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
41KNew |
$2.5M - $2.73M
|
41K
$2.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
40.9K+ 6.29% |
$2.49M - $2.73M
|
690K
$44.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
40.6KNew |
$2.47M - $2.71M
|
40.6K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
39.2K+ 9.9% |
$2.39M - $2.62M
|
435K
$28M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
38.9K+ 23.24% |
$2.37M - $2.6M
|
206K
$13.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
38.5K+ 45.3% |
$2.34M - $2.57M
|
123K
$7.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
37.2KNew |
$2.27M - $2.48M
|
37.2K
$2.4M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.1K+ 1.54% |
$2.26M - $2.47M
|
2.45M
$157M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
35.2K+ 12.29% |
$2.14M - $2.34M
|
321K
$20.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
34.1KNew |
$2.07M - $2.27M
|
34.1K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.3K+ 114.25% |
$2.03M - $2.22M
|
62.5K
$4.02M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
31.7KNew |
$1.93M - $2.11M
|
31.7K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
30.3K+ 32.43% |
$1.84M - $2.02M
|
124K
$7.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
30.1KNew |
$1.83M - $2.01M
|
30.1K
$1.94M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
29.1K+ 13.31% |
$1.77M - $1.94M
|
248K
$16M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
28.8K+ 10.84% |
$1.76M - $1.92M
|
295K
$19M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.1K+ 8.03% |
$1.71M - $1.87M
|
378K
$24.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
26.1K+ 4.03% |
$1.59M - $1.74M
|
675K
$43.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
26K+ 21.43% |
$1.58M - $1.73M
|
147K
$9.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
24.6K+ 4.49% |
$1.5M - $1.64M
|
573K
$36.9M
|