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 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
400New |
$37.7K - $42.6K
|
400
$39K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
381+ 0.96% |
$36K - $40.5K
|
40K
$3.9M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
378+ 1.95% |
$35.7K - $40.2K
|
19.8K
$1.93M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
343+ 0.65% |
$32.4K - $36.5K
|
52.9K
$5.15M
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
338+ 10.13% |
$31.9K - $36K
|
3.68K
$358K
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
317+ 0.62% |
$29.9K - $33.7K
|
51.2K
$4.99M
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
309+ 1.61% |
$29.2K - $32.9K
|
19.5K
$1.9M
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
301+ 7.98% |
$28.4K - $32K
|
4.08K
$397K
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
291+ 12.47% |
$27.5K - $31K
|
2.63K
$256K
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
281+ 0.17% |
$26.5K - $29.9K
|
166K
$16.1M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
267+ 26.97% |
$25.2K - $28.4K
|
1.26K
$123K
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
255+ 5.3% |
$24.1K - $27.1K
|
5.07K
$494K
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
250New |
$23.6K - $26.6K
|
250
$24.4K
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
239+ 9.12% |
$22.6K - $25.4K
|
2.86K
$279K
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
236+ 8.57% |
$22.3K - $25.1K
|
2.99K
$291K
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
235New |
$22.2K - $25K
|
235
$22.9K
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
221+ 11.87% |
$20.9K - $23.5K
|
2.08K
$203K
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
221+ 0.03% |
$20.9K - $23.5K
|
715K
$69.7M
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
209+ 4.61% |
$19.7K - $22.2K
|
4.74K
$462K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
208New |
$19.6K - $22.1K
|
208
$20.3K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
201+ 0.96% |
$19K - $21.4K
|
21K
$2.05M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
197New |
$18.6K - $21K
|
197
$19.2K
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
196+ 0.36% |
$18.5K - $20.9K
|
55.3K
$5.39M
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
177+ 0.65% |
$16.7K - $18.8K
|
27.5K
$2.68M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
169+ 1.22% |
$15.9K - $18K
|
14.1K
$1.37M
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
161+ 0.81% |
$15.2K - $17.1K
|
20.1K
$1.95M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
160+ 5.98% |
$15.1K - $17K
|
2.83K
$276K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
159+ 1.76% |
$15K - $16.9K
|
9.17K
$894K
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
152+ 2.45% |
$14.3K - $16.2K
|
6.35K
$619K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
150New |
$14.2K - $16K
|
150
$14.6K
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
141+ 0.5% |
$13.3K - $15K
|
28.1K
$2.74M
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
140+ 0.49% |
$13.2K - $14.9K
|
28.8K
$2.8M
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
133+ 1.66% |
$12.6K - $14.2K
|
8.13K
$792K
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
133+ 0.11% |
$12.6K - $14.2K
|
124K
$12.1M
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
133New |
$12.6K - $14.2K
|
133
$13K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
127New |
$12K - $13.5K
|
127
$12.4K
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
100+ 0.01% |
$9.44K - $10.6K
|
685K
$66.7M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
96+ 9600.0% |
$9.06K - $10.2K
|
97
$9.45K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
91New |
$8.59K - $9.68K
|
91
$8.87K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
77+ 1.25% |
$7.27K - $8.19K
|
6.22K
$606K
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
73+ 0.77% |
$6.89K - $7.77K
|
9.53K
$929K
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
71+ 0.4% |
$6.7K - $7.56K
|
17.8K
$1.73M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
70+ 1.73% |
$6.61K - $7.45K
|
4.11K
$400K
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
63New |
$5.95K - $6.7K
|
63
$6.14K
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
55New |
$5.19K - $5.85K
|
55
$5.36K
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
55+ 1.03% |
$5.19K - $5.85K
|
5.37K
$524K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
51+ 1.11% |
$4.81K - $5.43K
|
4.64K
$453K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
50+ 9.26% |
$4.72K - $5.32K
|
590
$57.5K
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
41+ 0.06% |
$3.87K - $4.36K
|
68.5K
$6.68M
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
32+ 0.18% |
$3.02K - $3.41K
|
18.2K
$1.77M
|