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 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.02K+ 2.99% |
$62.2K - $68.2K
|
35.2K
$2.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.01K+ 1.8% |
$61.6K - $67.4K
|
57.1K
$3.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 5.47% |
$60.9K - $66.7K
|
19.3K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
891+ 8.16% |
$54.3K - $59.4K
|
11.8K
$760K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
865+ 8.24% |
$52.7K - $57.7K
|
11.4K
$731K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
849+ 0.66% |
$51.7K - $56.6K
|
130K
$8.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
791+ 1.53% |
$48.2K - $52.8K
|
52.6K
$3.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
657+ 12.43% |
$40K - $43.8K
|
5.94K
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
605+ 6.12% |
$36.8K - $40.3K
|
10.5K
$675K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
587+ 2.2% |
$35.7K - $39.1K
|
27.2K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
571+ 7.83% |
$34.8K - $38.1K
|
7.86K
$506K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
569+ 1.18% |
$34.7K - $37.9K
|
48.7K
$3.13M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
525New |
$32K - $35K
|
525
$33.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
513+ 1.75% |
$31.2K - $34.2K
|
29.8K
$1.92M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
470+ 1.44% |
$28.6K - $31.3K
|
33.1K
$2.13M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
369+ 5.1% |
$22.5K - $24.6K
|
7.6K
$489K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
325+ 1.87% |
$19.8K - $21.7K
|
17.7K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
318+ 1.34% |
$19.4K - $21.2K
|
24.1K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
230+ 2.81% |
$14K - $15.3K
|
8.43K
$542K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
205+ 2.6% |
$12.5K - $13.7K
|
8.09K
$521K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
191+ 2.13% |
$11.6K - $12.7K
|
9.17K
$590K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
156+ 3.27% |
$9.5K - $10.4K
|
4.93K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
148New |
$9.01K - $9.87K
|
148
$9.52K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
130+ 216.67% |
$7.92K - $8.67K
|
190
$12.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
92+ 0.06% |
$5.6K - $6.14K
|
145K
$9.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
76+ 0.43% |
$4.63K - $5.07K
|
17.9K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
65+ 0.29% |
$3.96K - $4.33K
|
22.3K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
61+ 1.38% |
$3.71K - $4.07K
|
4.47K
$288K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
54New |
$3.29K - $3.6K
|
54
$3.47K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
49New |
$2.98K - $3.27K
|
49
$3.15K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
46+ 1.03% |
$2.8K - $3.07K
|
4.53K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
31+ 0.24% |
$1.89K - $2.07K
|
13.2K
$848K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
30+ 0.48% |
$1.83K - $2K
|
6.24K
$402K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
28+ 4.87% |
$1.71K - $1.87K
|
603
$38.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
25+ 0.55% |
$1.52K - $1.67K
|
4.59K
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
18New |
$1.1K - $1.2K
|
18
$1.16K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
16+ 0.32% |
$974 - $1.07K
|
4.96K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
13+ 0.25% |
$792 - $867
|
5.15K
$331K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-7- 3.78% |
$426 - $467
|
178
$11.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-24- 0.04% |
$1.46K - $1.6K
|
57.8K
$3.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-34- 0.13% |
$2.07K - $2.27K
|
26.5K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-34- 20.12% |
$2.07K - $2.27K
|
135
$8.69K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-36- 0.2% |
$2.19K - $2.4K
|
17.5K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-63- 0.26% |
$3.84K - $4.2K
|
24K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-65- 0.28% |
$3.96K - $4.33K
|
23.5K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-83- 0.23% |
$5.05K - $5.54K
|
36.1K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 1.39% |
$6.09K - $6.67K
|
7.09K
$456K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-110- 0.35% |
$6.7K - $7.34K
|
31.2K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-140- 0.29% |
$8.53K - $9.34K
|
48.8K
$3.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-159- 2.54% |
$9.68K - $10.6K
|
6.09K
$392K
|