Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) 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 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.81M+ 29.2% |
$170M - $192M
|
7.99M
$779M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.13MNew |
$107M - $121M
|
1.13M
$111M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
820K+ 68.32% |
$77.4M - $87.2M
|
2.02M
$197M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
307K+ 9.71% |
$28.9M - $32.6M
|
3.46M
$338M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
281K+ 7.27% |
$26.5M - $29.9M
|
4.14M
$404M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
251K+ 19.58% |
$23.7M - $26.7M
|
1.53M
$150M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
242K+ 21.32% |
$22.9M - $25.8M
|
1.38M
$134M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
205KNew |
$19.3M - $21.8M
|
205K
$20M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
184K+ 140209.16% |
$17.3M - $19.5M
|
184K
$17.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
159K+ 575.22% |
$15M - $16.9M
|
187K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
159K+ 164.64% |
$15M - $16.9M
|
255K
$24.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150K+ 11.9% |
$14.1M - $15.9M
|
1.41M
$137M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
148KNew |
$14M - $15.7M
|
148K
$14.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
142KNew |
$13.4M - $15.1M
|
142K
$13.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
136KNew |
$12.8M - $14.5M
|
136K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
117KNew |
$11.1M - $12.5M
|
117K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
114K+ 10.45% |
$10.8M - $12.2M
|
1.21M
$118M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
114KNew |
$10.8M - $12.1M
|
114K
$11.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
112KNew |
$10.6M - $11.9M
|
112K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
112K+ 15.14% |
$10.6M - $11.9M
|
852K
$83.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
111K+ 26.95% |
$10.5M - $11.8M
|
525K
$51.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
109K+ 74.76% |
$10.2M - $11.5M
|
254K
$24.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
100K+ 39327.45% |
$9.46M - $10.7M
|
101K
$9.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
94.4K+ 10.74% |
$8.91M - $10M
|
974K
$94.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
87KNew |
$8.21M - $9.26M
|
87K
$8.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
86.2KNew |
$8.14M - $9.18M
|
86.2K
$8.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
85.5KNew |
$8.06M - $9.09M
|
85.5K
$8.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
82.4KNew |
$7.77M - $8.76M
|
82.4K
$8.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
81.2KNew |
$7.67M - $8.64M
|
81.2K
$7.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
80.5KNew |
$7.59M - $8.56M
|
80.5K
$7.84M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
78.3K+ 8.15% |
$7.39M - $8.33M
|
1.04M
$101M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
72.8K+ 18.94% |
$6.87M - $7.75M
|
457K
$44.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
65.3KNew |
$6.16M - $6.95M
|
65.3K
$6.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
63.9KNew |
$6.03M - $6.8M
|
63.9K
$6.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62.3K+ 5114.52% |
$5.88M - $6.63M
|
63.6K
$6.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
61.3K+ 194.32% |
$5.79M - $6.53M
|
92.9K
$9.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
61.2K+ 64.3% |
$5.78M - $6.51M
|
156K
$15.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
60.5K+ 1103.58% |
$5.71M - $6.44M
|
66K
$6.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
60.3KNew |
$5.69M - $6.41M
|
60.3K
$5.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
58.5KNew |
$5.52M - $6.23M
|
58.5K
$5.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
56.7K+ 107.65% |
$5.35M - $6.03M
|
109K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
56.5KNew |
$5.34M - $6.02M
|
56.5K
$5.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
55.8K+ 70.89% |
$5.27M - $5.94M
|
135K
$13.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
55.4K+ 1680.97% |
$5.23M - $5.89M
|
58.7K
$5.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
55.3KNew |
$5.22M - $5.88M
|
55.3K
$5.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
55KNew |
$5.19M - $5.85M
|
55K
$5.36M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
54.7K+ 31.13% |
$5.16M - $5.82M
|
230K
$22.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.2K+ 6.02% |
$5.11M - $5.76M
|
953K
$92.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
53.7KNew |
$5.07M - $5.72M
|
53.7K
$5.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
52.6K+ 240.93% |
$4.96M - $5.59M
|
74.4K
$7.25M
|