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
$121M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
288KNew |
$13.3M - $13.5M
|
288K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
51.8KNew |
$2.39M - $2.44M
|
51.8K
$2.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
38.7K+ 2.78% |
$1.78M - $1.82M
|
1.43M
$66.1M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
34.8K+ 317.01% |
$1.6M - $1.63M
|
45.7K
$2.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
27.6K+ 19.51% |
$1.27M - $1.3M
|
169K
$7.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
24.1KNew |
$1.11M - $1.13M
|
24.1K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.95KNew |
$458K - $468K
|
9.95K
$460K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.28K+ 5.15% |
$289K - $295K
|
128K
$5.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.89K+ 3.33% |
$271K - $277K
|
183K
$8.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.01K+ 5.7% |
$231K - $236K
|
93K
$4.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.56K+ 22.92% |
$71.9K - $73.4K
|
8.38K
$388K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.38K+ 30.26% |
$63.7K - $65K
|
5.96K
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.04K+ 15.11% |
$47.7K - $48.7K
|
7.9K
$365K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
902+ 7.82% |
$41.5K - $42.4K
|
12.4K
$575K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
839+ 9.96% |
$38.6K - $39.4K
|
9.26K
$429K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
776+ 4.04% |
$35.7K - $36.5K
|
20K
$926K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
205+ 3.9% |
$9.43K - $9.64K
|
5.46K
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
126+ 1.44% |
$5.8K - $5.92K
|
8.86K
$410K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-910- 2.02% |
$41.9K - $42.8K
|
44.3K
$2.05M
|