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 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-518- 4.55% |
$33.1K - $36.5K
|
10.9K
$739K
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-567- 3.29% |
$36.2K - $39.9K
|
16.7K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-587- 9.77% |
$37.5K - $41.3K
|
5.42K
$369K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-622- 0.4% |
$39.7K - $43.8K
|
157K
$10.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-704- 0.78% |
$45K - $49.6K
|
89.5K
$6.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-726- 5.05% |
$46.4K - $51.1K
|
13.6K
$929K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-781- 5.73% |
$49.9K - $55K
|
12.9K
$875K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-788- 42.16% |
$50.3K - $55.5K
|
1.08K
$73.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-838- 3.77% |
$53.5K - $59K
|
21.4K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-878- 38.64% |
$56.1K - $61.8K
|
1.39K
$94.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.01K- 6.35% |
$64.3K - $70.9K
|
14.8K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.03K- 2.07% |
$65.8K - $72.6K
|
48.8K
$3.32M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.13K- 6.61% |
$72K - $79.4K
|
15.9K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.25K- 2.15% |
$79.9K - $88.1K
|
56.9K
$3.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.46K- 2.51% |
$93K - $103K
|
56.6K
$3.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.47K- 24.42% |
$93.9K - $103K
|
4.55K
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.5K- 32.3% |
$95.8K - $106K
|
3.15K
$214K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.61K- 9.52% |
$103K - $114K
|
15.3K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.84K- 19.64% |
$117K - $129K
|
7.51K
$512K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.9K- 6.08% |
$121K - $134K
|
29.3K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.12K- 3.78% |
$135K - $149K
|
54K
$3.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-2.22K- 9.68% |
$142K - $157K
|
20.8K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.61K- 1.79% |
$166K - $183K
|
143K
$9.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.72K- 9.29% |
$174K - $191K
|
26.5K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.86K- 1.7% |
$183K - $201K
|
165K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.45K- 2.02% |
$220K - $243K
|
167K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-3.71K- 1.71% |
$237K - $261K
|
213K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.75K- 10.15% |
$303K - $335K
|
42.1K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.91K- 12.4% |
$314K - $346K
|
34.7K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.16K- 5.53% |
$330K - $364K
|
88.2K
$6.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-5.54K- 19.84% |
$354K - $390K
|
22.4K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-5.7K- 9.26% |
$364K - $402K
|
55.9K
$3.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6.4K- 89.9% |
$409K - $451K
|
719
$49K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-6.9K- 44.27% |
$440K - $485K
|
8.68K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-7.11K- 5.03% |
$454K - $500K
|
134K
$9.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-9.04K- 2.0% |
$577K - $636K
|
443K
$30.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9.36K- 10.36% |
$597K - $659K
|
81K
$5.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.54K- 40.17% |
$609K - $671K
|
14.2K
$967K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.7K- 37.83% |
$685K - $755K
|
17.6K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-10.9K- 38.77% |
$694K - $765K
|
17.2K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12K- 9.44% |
$769K - $848K
|
116K
$7.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-12.5K- 25.94% |
$800K - $882K
|
35.8K
$2.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-12.7K- 16.12% |
$812K - $895K
|
66.2K
$4.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-16.5K- 31.01% |
$1.06M - $1.16M
|
36.8K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.2K- 37.61% |
$1.36M - $1.5M
|
35.2K
$2.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-38.2K- 42.33% |
$2.44M - $2.69M
|
52K
$3.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.3K- 89.13% |
$2.51M - $2.77M
|
4.79K
$327K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.1K- 3.89% |
$2.56M - $2.82M
|
991K
$67.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-41.6K- 13.68% |
$2.66M - $2.93M
|
263K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-43K- 90.97% |
$2.75M - $3.03M
|
4.27K
$291K
|