Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) 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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.28M+ 51.73% |
$209M - $231M
|
9.62M
$655M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
956K+ 10.71% |
$61M - $67.3M
|
9.88M
$673M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
619K+ 24.61% |
$39.5M - $43.6M
|
3.14M
$214M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
591K+ 4377.59% |
$37.7M - $41.6M
|
604K
$41.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
498KNew |
$31.8M - $35.1M
|
498K
$33.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
403K+ 40.11% |
$25.7M - $28.3M
|
1.41M
$95.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
311KNew |
$19.9M - $21.9M
|
311K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
261KNew |
$16.6M - $18.3M
|
261K
$17.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
250KNew |
$15.9M - $17.6M
|
250K
$17M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
249K+ 6408.01% |
$15.9M - $17.5M
|
253K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
234K+ 4396.36% |
$15M - $16.5M
|
240K
$16.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
170KNew |
$10.9M - $12M
|
170K
$11.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
149K+ 10.87% |
$9.49M - $10.5M
|
1.52M
$103M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
147K+ 6.35% |
$9.39M - $10.4M
|
2.46M
$168M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
144K+ 4324.79% |
$9.18M - $10.1M
|
147K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
136KNew |
$8.71M - $9.6M
|
136K
$9.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
117KNew |
$7.48M - $8.25M
|
117K
$7.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
113K+ 13.2% |
$7.19M - $7.93M
|
966K
$65.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
105K+ 23.45% |
$6.69M - $7.38M
|
552K
$37.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
93.7K+ 156.31% |
$5.99M - $6.6M
|
154K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
92K+ 45533.66% |
$5.87M - $6.48M
|
92.2K
$6.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
85.9K+ 3.66% |
$5.48M - $6.05M
|
2.43M
$166M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
81.2K+ 49.3% |
$5.19M - $5.72M
|
246K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
79.7KNew |
$5.09M - $5.61M
|
79.7K
$5.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
75.8KNew |
$4.84M - $5.33M
|
75.8K
$5.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
73.3KNew |
$4.68M - $5.16M
|
73.3K
$4.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
73KNew |
$4.66M - $5.14M
|
73K
$4.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
70.4KNew |
$4.5M - $4.96M
|
70.4K
$4.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
69.4KNew |
$4.43M - $4.89M
|
69.4K
$4.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
65.8K+ 30.43% |
$4.2M - $4.63M
|
282K
$19.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
63.1K+ 7.64% |
$4.03M - $4.44M
|
890K
$60.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
62.3K+ 5.21% |
$3.98M - $4.39M
|
1.26M
$85.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
60.3KNew |
$3.85M - $4.25M
|
60.3K
$4.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
57.7K+ 12.7% |
$3.68M - $4.06M
|
512K
$34.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
54.7KNew |
$3.5M - $3.85M
|
54.7K
$3.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
53.4K+ 617.13% |
$3.41M - $3.76M
|
62K
$4.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
52K+ 28.37% |
$3.32M - $3.66M
|
235K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
50.1K+ 44.75% |
$3.2M - $3.52M
|
162K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
50KNew |
$3.19M - $3.52M
|
50K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
49.1K+ 8.64% |
$3.13M - $3.46M
|
617K
$42.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
48.7K+ 133.57% |
$3.11M - $3.43M
|
85.1K
$5.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
47.9K+ 12.44% |
$3.06M - $3.37M
|
433K
$29.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.8K+ 14.69% |
$3.05M - $3.37M
|
373K
$25.4M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
47.7K+ 8.65% |
$3.05M - $3.36M
|
600K
$40.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
42.2KNew |
$2.69M - $2.97M
|
42.2K
$2.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
39.8KNew |
$2.54M - $2.81M
|
39.8K
$2.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
39.5K+ 5.92% |
$2.52M - $2.78M
|
707K
$48.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
39.3K+ 166.9% |
$2.51M - $2.77M
|
62.9K
$4.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
38.7KNew |
$2.47M - $2.72M
|
38.7K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
38.2K+ 10.49% |
$2.44M - $2.69M
|
402K
$27.4M
|