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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
857+ 1.74% |
$54.7K - $60.3K
|
50K
$3.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
835New |
$53.3K - $58.8K
|
835
$56.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
778+ 7.89% |
$49.7K - $54.8K
|
10.6K
$724K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
769+ 13.79% |
$49.1K - $54.1K
|
6.35K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
749+ 8.23% |
$47.8K - $52.7K
|
9.85K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
730+ 25.76% |
$46.6K - $51.4K
|
3.56K
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
715+ 0.12% |
$45.7K - $50.3K
|
617K
$42M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
712+ 1.26% |
$45.5K - $50.1K
|
57K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
688+ 17.4% |
$43.9K - $48.4K
|
4.64K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
670+ 1.63% |
$42.8K - $47.2K
|
41.7K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
657New |
$41.9K - $46.3K
|
657
$44.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
656+ 7.27% |
$41.9K - $46.2K
|
9.68K
$659K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
606+ 3.87% |
$38.7K - $42.7K
|
16.3K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
604New |
$38.6K - $42.5K
|
604
$41.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
543+ 0.54% |
$34.7K - $38.2K
|
101K
$6.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
535+ 16.24% |
$34.2K - $37.7K
|
3.83K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
520New |
$33.2K - $36.6K
|
520
$35.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
452+ 1.36% |
$28.9K - $31.8K
|
33.7K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
409+ 3.18% |
$26.1K - $28.8K
|
13.3K
$903K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
377+ 152.02% |
$24.1K - $26.5K
|
625
$42.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
356New |
$22.7K - $25.1K
|
356
$24.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
356+ 0.59% |
$22.7K - $25.1K
|
60.6K
$4.13M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
338New |
$21.6K - $23.8K
|
338
$23K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
329+ 274.17% |
$21K - $23.2K
|
449
$30.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
325New |
$20.8K - $22.9K
|
325
$22.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
316+ 1.7% |
$20.2K - $22.2K
|
18.9K
$1.29M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
311+ 0.59% |
$19.9K - $21.9K
|
52.8K
$3.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
300New |
$19.2K - $21.1K
|
300
$20.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
276New |
$17.6K - $19.4K
|
276
$18.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
252New |
$16.1K - $17.7K
|
252
$17.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
219+ 429.41% |
$14K - $15.4K
|
270
$18.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
212+ 1.24% |
$13.5K - $14.9K
|
17.3K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
209+ 2.54% |
$13.3K - $14.7K
|
8.44K
$575K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
196+ 4.65% |
$12.5K - $13.8K
|
4.41K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
186+ 0.51% |
$11.9K - $13.1K
|
36.7K
$2.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
180New |
$11.5K - $12.7K
|
180
$12.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
168+ 2.66% |
$10.7K - $11.8K
|
6.48K
$442K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
164+ 3.97% |
$10.5K - $11.5K
|
4.3K
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
156+ 3.57% |
$9.96K - $11K
|
4.53K
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
132+ 2.51% |
$8.43K - $9.29K
|
5.39K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
131+ 1.05% |
$8.36K - $9.22K
|
12.7K
$862K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
125+ 0.42% |
$7.98K - $8.8K
|
29.7K
$2.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
117+ 0.92% |
$7.47K - $8.24K
|
12.8K
$870K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
105New |
$6.7K - $7.39K
|
105
$7.15K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
104+ 2.48% |
$6.64K - $7.32K
|
4.3K
$293K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
99New |
$6.32K - $6.97K
|
99
$6.74K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
98+ 0.37% |
$6.26K - $6.9K
|
26.4K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
95+ 0.26% |
$6.07K - $6.69K
|
36.5K
$2.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
91+ 2.51% |
$5.81K - $6.41K
|
3.72K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
90+ 52.33% |
$5.75K - $6.34K
|
262
$17.8K
|