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 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.4K+ 136.53% |
$664K - $732K
|
18K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.2KNew |
$654K - $721K
|
10.2K
$698K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
9.92K+ 13.09% |
$633K - $698K
|
85.7K
$5.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9.89K+ 7.07% |
$632K - $696K
|
150K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.82KNew |
$627K - $692K
|
9.82K
$669K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.77KNew |
$624K - $688K
|
9.77K
$665K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
9.44KNew |
$603K - $664K
|
9.44K
$643K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
9.4K+ 2.73% |
$600K - $661K
|
353K
$24M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
8.98K+ 2.7% |
$573K - $632K
|
341K
$23.2M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
8.55K+ 134.05% |
$546K - $602K
|
14.9K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
8.21KNew |
$524K - $578K
|
8.21K
$559K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
8.13KNew |
$519K - $572K
|
8.13K
$554K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7.9K+ 30.93% |
$504K - $556K
|
33.4K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
7.86K+ 9.11% |
$502K - $553K
|
94.1K
$6.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
7.85KNew |
$501K - $553K
|
7.85K
$535K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.49K+ 27.4% |
$478K - $527K
|
34.8K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.45K+ 1067.34% |
$476K - $524K
|
8.15K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.37K+ 7.33% |
$471K - $519K
|
108K
$7.35M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
7.3KNew |
$466K - $514K
|
7.3K
$497K
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
7.24K+ 23.34% |
$462K - $510K
|
38.3K
$2.61M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7.03K+ 14.82% |
$449K - $495K
|
54.5K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
6.91K+ 8.64% |
$441K - $487K
|
86.9K
$5.92M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
6.65K+ 12.09% |
$425K - $468K
|
61.6K
$4.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
6.59K+ 5.58% |
$421K - $464K
|
125K
$8.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
6.44K+ 1.88% |
$411K - $453K
|
348K
$23.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6.35K+ 8.86% |
$405K - $447K
|
78K
$5.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
6.3K+ 3.96% |
$402K - $443K
|
165K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
6.23K+ 3.02% |
$397K - $438K
|
212K
$14.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6.13K+ 4.47% |
$391K - $431K
|
143K
$9.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
6.03K+ 49.95% |
$385K - $424K
|
18.1K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
5.95K+ 4.13% |
$380K - $419K
|
150K
$10.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
5.85K+ 5.1% |
$373K - $412K
|
120K
$8.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
5.59K+ 0.99% |
$357K - $393K
|
570K
$38.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
5.48K+ 9.53% |
$350K - $386K
|
63K
$4.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
5.43K+ 0.47% |
$347K - $382K
|
1.17M
$79.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
5.33K+ 2.43% |
$340K - $375K
|
224K
$15.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
5.33KNew |
$340K - $375K
|
5.33K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.26K+ 5.49% |
$336K - $371K
|
101K
$6.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
5.01K+ 3.16% |
$320K - $353K
|
164K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.92K+ 1.75% |
$314K - $346K
|
286K
$19.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.9KNew |
$313K - $345K
|
4.9K
$334K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4.86K+ 1.17% |
$310K - $342K
|
420K
$28.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
4.76K+ 5.86% |
$304K - $335K
|
86.1K
$5.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
4.76K+ 1.07% |
$304K - $335K
|
450K
$30.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4.72K+ 7.61% |
$301K - $332K
|
66.7K
$4.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.71K+ 5.23% |
$301K - $332K
|
94.9K
$6.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.69K+ 21.16% |
$300K - $330K
|
26.9K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.63K+ 5.66% |
$296K - $326K
|
86.6K
$5.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.49K+ 6.16% |
$286K - $316K
|
77.3K
$5.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.38KNew |
$280K - $309K
|
4.38K
$299K
|