Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVSF)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSF) 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 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
2.21M+ 532.48% |
$102M - $104M
|
2.63M
$122M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
288KNew |
$13.3M - $13.5M
|
288K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
51.8KNew |
$2.39M - $2.44M
|
51.8K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
38.7K+ 2.78% |
$1.78M - $1.82M
|
1.43M
$66.7M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
34.8K+ 317.01% |
$1.6M - $1.63M
|
45.7K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
30.9KNew |
$1.42M - $1.45M
|
30.9K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
27.6K+ 19.51% |
$1.27M - $1.3M
|
169K
$7.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.1KNew |
$1.2M - $1.23M
|
26.1K
$1.22M
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
24.8KNew |
$1.14M - $1.16M
|
24.8K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
24.1KNew |
$1.11M - $1.13M
|
24.1K
$1.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
19.6KNew |
$903K - $922K
|
19.6K
$915K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
19.6KNew |
$903K - $922K
|
19.6K
$915K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.3K+ 5.98% |
$890K - $909K
|
343K
$16M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.4K+ 4.94% |
$803K - $820K
|
371K
$17.3M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
11K+ 21.91% |
$504K - $515K
|
61K
$2.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.95KNew |
$458K - $468K
|
9.95K
$464K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9.3K+ 5.27% |
$428K - $437K
|
186K
$8.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.97K+ 20.62% |
$413K - $422K
|
52.5K
$2.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.28K+ 5.15% |
$289K - $295K
|
128K
$5.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.89K+ 3.33% |
$271K - $277K
|
183K
$8.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.01K+ 5.7% |
$231K - $236K
|
93K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.78K+ 184.2% |
$220K - $225K
|
7.38K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.58K+ 11.71% |
$211K - $215K
|
43.7K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.7K+ 12.76% |
$170K - $174K
|
32.7K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.6KNew |
$166K - $169K
|
3.6K
$168K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.29K+ 1.96% |
$106K - $108K
|
119K
$5.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.56K+ 22.92% |
$71.9K - $73.4K
|
8.38K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.38K+ 30.26% |
$63.7K - $65K
|
5.96K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.04K+ 15.11% |
$47.7K - $48.7K
|
7.9K
$368K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
902+ 7.82% |
$41.5K - $42.4K
|
12.4K
$580K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
839+ 9.96% |
$38.6K - $39.4K
|
9.26K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
827New |
$38.1K - $38.9K
|
827
$38.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
776+ 4.04% |
$35.7K - $36.5K
|
20K
$933K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
205+ 3.9% |
$9.43K - $9.64K
|
5.46K
$255K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
126+ 1.44% |
$5.8K - $5.92K
|
8.86K
$413K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
125+ 1.41% |
$5.75K - $5.88K
|
9.01K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27+ 4.11% |
$1.24K - $1.27K
|
684
$31.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7+ 2.93% |
$322 - $329
|
246
$11.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-384- 0.68% |
$17.7K - $18K
|
56.3K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-735- 0.75% |
$33.8K - $34.5K
|
97.6K
$4.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-910- 2.02% |
$41.9K - $42.8K
|
44.3K
$2.06M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.43K- 2.29% |
$65.7K - $67.1K
|
60.9K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.8K- 6.76% |
$82.9K - $84.7K
|
24.9K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.07K- 4.98% |
$95.4K - $97.5K
|
39.6K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.87K- 9.58% |
$270K - $276K
|
55.4K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-13.9K- 11.46% |
$640K - $654K
|
108K
$5.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.6K- 53.78% |
$674K - $688K
|
12.6K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-78.1K- 78.87% |
$3.6M - $3.67M
|
20.9K
$976K
|