Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVES)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVES) 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 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
345+ 2.22% |
$15.9K - $18.3K
|
15.9K
$748K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
305+ 2.68% |
$14.1K - $16.2K
|
11.7K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
271+ 263.11% |
$12.5K - $14.4K
|
374
$17.6K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
205+ 7.75% |
$9.47K - $10.9K
|
2.85K
$134K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
201+ 0.59% |
$9.29K - $10.7K
|
34.3K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
192+ 0.09% |
$8.87K - $10.2K
|
218K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
182New |
$8.41K - $9.66K
|
182
$8.57K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
175+ 3.64% |
$8.09K - $9.29K
|
4.99K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
147+ 3.08% |
$6.79K - $7.8K
|
4.91K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
142+ 12.03% |
$6.56K - $7.54K
|
1.32K
$62.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
137+ 2.18% |
$6.33K - $7.27K
|
6.42K
$302K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
68+ 0.07% |
$3.14K - $3.61K
|
92.9K
$4.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
53New |
$2.45K - $2.81K
|
53
$2.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25+ 4.35% |
$1.16K - $1.33K
|
600
$28.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21+ 1.77% |
$970 - $1.11K
|
1.21K
$56.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14+ 0.88% |
$647 - $743
|
1.61K
$75.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.06% |
$416 - $478
|
16.3K
$769K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 3.45% |
$92.4 - $106
|
60
$2.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 0.02% |
$231 - $265
|
25K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10- 0.1% |
$462 - $531
|
10.5K
$494K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-20- 0.19% |
$924 - $1.06K
|
10.8K
$508K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-25- 0.54% |
$1.16K - $1.33K
|
4.57K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-124- 0.52% |
$5.73K - $6.58K
|
23.9K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-192- 1.69% |
$8.87K - $10.2K
|
11.2K
$527K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-445- 2.48% |
$20.6K - $23.6K
|
17.5K
$825K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-500- 10.3% |
$23.1K - $26.5K
|
4.36K
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-591- 3.88% |
$27.3K - $31.4K
|
14.7K
$690K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-719- 0.46% |
$33.2K - $38.2K
|
154K
$7.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-935- 93.13% |
$43.2K - $49.6K
|
69
$3.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.71K- 5.21% |
$125K - $144K
|
49.4K
$2.33M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.29K- 3.28% |
$152K - $175K
|
97.1K
$4.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.5K- 1.9% |
$162K - $186K
|
181K
$8.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.76K- 4.94% |
$220K - $252K
|
91.5K
$4.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-4.84K- 7.37% |
$224K - $257K
|
60.9K
$2.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5.24K- 30.37% |
$242K - $278K
|
12K
$566K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.62K- 49.4% |
$306K - $352K
|
6.78K
$319K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-26K- 38.59% |
$1.2M - $1.38M
|
41.4K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-26.8K- 81.16% |
$1.24M - $1.42M
|
6.22K
$293K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-57.3K- 56.2% |
$2.65M - $3.04M
|
44.7K
$2.1M
|