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 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.8K+ 46.39% |
$2.35M - $2.59M
|
116K
$7.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
35.8K+ 6.45% |
$2.29M - $2.52M
|
591K
$40.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
34.4K+ 165.36% |
$2.2M - $2.42M
|
55.2K
$3.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
33.7KNew |
$2.15M - $2.37M
|
33.7K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.4K+ 60.0% |
$2.07M - $2.28M
|
86.5K
$5.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
31.7K+ 18.66% |
$2.02M - $2.23M
|
201K
$13.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
30K+ 27.79% |
$1.91M - $2.11M
|
138K
$9.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
27.7K+ 1.68% |
$1.77M - $1.95M
|
1.68M
$114M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
27.4K+ 66.06% |
$1.75M - $1.93M
|
68.9K
$4.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
27K+ 14.58% |
$1.73M - $1.9M
|
212K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
26.3K+ 20.7% |
$1.68M - $1.85M
|
153K
$10.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
25.7K+ 81.96% |
$1.64M - $1.81M
|
57.1K
$3.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25.6K+ 5.1% |
$1.63M - $1.8M
|
527K
$35.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25.4K+ 6.48% |
$1.62M - $1.79M
|
418K
$28.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
24.6K+ 11.29% |
$1.57M - $1.73M
|
243K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
23.9KNew |
$1.52M - $1.68M
|
23.9K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.8K+ 63.26% |
$1.52M - $1.68M
|
61.5K
$4.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
23.5KNew |
$1.5M - $1.66M
|
23.5K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
23.1K+ 25.3% |
$1.47M - $1.63M
|
114K
$7.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
22.3KNew |
$1.42M - $1.57M
|
22.3K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
21.9K+ 9.08% |
$1.4M - $1.54M
|
263K
$17.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
21.7KNew |
$1.39M - $1.53M
|
21.7K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.4K+ 14.81% |
$1.37M - $1.51M
|
166K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
21KNew |
$1.34M - $1.48M
|
21K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
20.2K+ 37.67% |
$1.29M - $1.42M
|
73.9K
$5.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
20.1KNew |
$1.28M - $1.41M
|
20.1K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
20K+ 17.31% |
$1.28M - $1.41M
|
136K
$9.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
19.1K+ 6.77% |
$1.22M - $1.35M
|
302K
$20.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
19.1K+ 26.31% |
$1.22M - $1.34M
|
91.6K
$6.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
18.9K+ 10.84% |
$1.21M - $1.33M
|
193K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
18.8K+ 3.99% |
$1.2M - $1.32M
|
488K
$33.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
18.5KNew |
$1.18M - $1.3M
|
18.5K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
17.1KNew |
$1.09M - $1.21M
|
17.1K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16.8K+ 18.19% |
$1.08M - $1.19M
|
109K
$7.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16.8K+ 2.65% |
$1.07M - $1.18M
|
649K
$44.2M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
16.3KNew |
$1.04M - $1.14M
|
16.3K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.9KNew |
$948K - $1.05M
|
14.9K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
14.8K+ 4.96% |
$944K - $1.04M
|
313K
$21.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
14.1K+ 16.67% |
$897K - $989K
|
98.3K
$6.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
13.9K+ 6.82% |
$885K - $975K
|
217K
$14.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
13.2KNew |
$840K - $927K
|
13.2K
$897K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
13KNew |
$831K - $916K
|
13K
$886K
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
12.9K+ 9.67% |
$823K - $908K
|
146K
$9.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
12.4K+ 66.7% |
$792K - $873K
|
31K
$2.11M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12.3K+ 23.48% |
$786K - $867K
|
64.7K
$4.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
11.9K+ 11.91% |
$758K - $836K
|
112K
$7.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
11.6K+ 4.94% |
$742K - $818K
|
247K
$16.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
11.5KNew |
$736K - $811K
|
11.5K
$785K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.7K+ 63.27% |
$682K - $753K
|
27.6K
$1.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.6K+ 3.59% |
$678K - $747K
|
307K
$20.9M
|