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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
5.71K+ 50.95% |
$348K - $381K
|
16.9K
$1.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.27K+ 0.12% |
$321K - $351K
|
4.56M
$293M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
5.25KNew |
$320K - $350K
|
5.25K
$338K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.08K+ 1.99% |
$309K - $338K
|
260K
$16.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.71K+ 16.42% |
$287K - $314K
|
33.4K
$2.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.55KNew |
$277K - $303K
|
4.55K
$293K
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
4.33K+ 4.62% |
$264K - $289K
|
98.2K
$6.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.33K+ 23.65% |
$264K - $289K
|
22.7K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.32K+ 2.27% |
$263K - $288K
|
195K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
4.31KNew |
$263K - $288K
|
4.31K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.28KNew |
$261K - $285K
|
4.28K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.04KNew |
$246K - $269K
|
4.04K
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
3.94KNew |
$240K - $262K
|
3.94K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.81KNew |
$232K - $254K
|
3.81K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.57K+ 19.86% |
$217K - $238K
|
21.6K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.56KNew |
$217K - $237K
|
3.56K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.44K+ 3.39% |
$210K - $230K
|
105K
$6.75M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.4KNew |
$207K - $227K
|
3.4K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
3.33K+ 6.03% |
$203K - $222K
|
58.6K
$3.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.12K+ 1.07% |
$190K - $208K
|
295K
$19M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
3.09K+ 19.68% |
$188K - $206K
|
18.8K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.82K+ 44.93% |
$172K - $188K
|
9.11K
$586K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.69K+ 7.56% |
$164K - $180K
|
38.3K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.65K+ 6.15% |
$161K - $177K
|
45.8K
$2.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.61K+ 21.08% |
$159K - $174K
|
15K
$966K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.52K+ 13.41% |
$154K - $168K
|
21.3K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.01K+ 228.64% |
$123K - $134K
|
2.89K
$186K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.93KNew |
$118K - $129K
|
1.93K
$124K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.91K+ 10.51% |
$116K - $127K
|
20.1K
$1.29M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.9K+ 5.71% |
$116K - $127K
|
35.2K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.84K+ 20.76% |
$112K - $122K
|
10.7K
$687K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.8K+ 3.37% |
$109K - $120K
|
55.1K
$3.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
1.73K+ 1.76% |
$105K - $115K
|
99.9K
$6.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.7KNew |
$103K - $113K
|
1.7K
$109K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.62K+ 6.42% |
$98.8K - $108K
|
26.9K
$1.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.56K+ 12.9% |
$95.1K - $104K
|
13.7K
$879K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1.55K+ 22.38% |
$94.6K - $104K
|
8.49K
$547K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.38K+ 13.65% |
$84K - $92K
|
11.5K
$739K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.32K+ 0.2% |
$80.4K - $88K
|
655K
$42.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.27K+ 12.89% |
$77.5K - $84.9K
|
11.1K
$717K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.24K+ 7.59% |
$75.5K - $82.6K
|
17.6K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.24K+ 3.86% |
$75.3K - $82.4K
|
33.3K
$2.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.23K+ 4.88% |
$75.1K - $82.2K
|
26.5K
$1.71M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.23K+ 2.57% |
$75K - $82.2K
|
49.2K
$3.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.23K+ 1.29% |
$74.6K - $81.7K
|
95.8K
$6.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.16KNew |
$70.7K - $77.4K
|
1.16K
$74.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.13K+ 9.44% |
$68.6K - $75.2K
|
13.1K
$841K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.1K+ 6.9% |
$67.1K - $73.4K
|
17.1K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.07K+ 3.65% |
$65.3K - $71.6K
|
30.4K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1.03KNew |
$62.6K - $68.6K
|
1.03K
$66.2K
|