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 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
29+ 4.14% |
$2.74K - $3.09K
|
730
$71.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28+ 0.14% |
$2.64K - $2.98K
|
19.5K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
27+ 0.39% |
$2.55K - $2.87K
|
7.04K
$686K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
26+ 0.32% |
$2.45K - $2.77K
|
8.19K
$798K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
21+ 0.19% |
$1.98K - $2.23K
|
11.2K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21New |
$1.98K - $2.23K
|
21
$2.05K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
20+ 0.1% |
$1.89K - $2.13K
|
20.5K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
19+ 0.26% |
$1.79K - $2.02K
|
7.4K
$721K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
17+ 0.28% |
$1.6K - $1.81K
|
6.09K
$594K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
17+ 0.45% |
$1.6K - $1.81K
|
3.77K
$367K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
16+ 0.44% |
$1.51K - $1.7K
|
3.62K
$352K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 0.13% |
$1.13K - $1.28K
|
9.1K
$887K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
11New |
$1.04K - $1.17K
|
11
$1.07K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
10+ 0.45% |
$944 - $1.06K
|
2.25K
$219K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
10+ 0.0% |
$944 - $1.06K
|
280K
$27.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
7New |
$661 - $745
|
7
$682
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6+ 2.14% |
$566 - $638
|
286
$27.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5+ 0.11% |
$472 - $532
|
4.54K
$443K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 0.02% |
$472 - $532
|
24.7K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5+ 0.09% |
$472 - $532
|
5.62K
$548K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4New |
$377 - $426
|
4
$390
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.05% |
$283 - $319
|
5.9K
$575K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$283 - $319
|
3
$292
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 28.57% |
$189 - $213
|
9
$877
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2+ 0.01% |
$189 - $213
|
29.3K
$2.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1New |
$94.4 - $106
|
1
$97.5
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.02% |
$94.4 - $106
|
6.38K
$622K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1+ 0.01% |
$94.4 - $106
|
17.7K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.03% |
$94.4 - $106
|
3.06K
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4- 0.01% |
$377 - $426
|
28.9K
$2.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.08% |
$377 - $426
|
5.29K
$515K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-9- 0.04% |
$849 - $958
|
21.8K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-20- 0.66% |
$1.89K - $2.13K
|
3.03K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 0.23% |
$1.89K - $2.13K
|
8.53K
$832K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-25- 2.57% |
$2.36K - $2.66K
|
947
$92.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-29- 0.97% |
$2.74K - $3.09K
|
2.95K
$288K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-30- 0.75% |
$2.83K - $3.19K
|
3.99K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-36- 0.22% |
$3.4K - $3.83K
|
16.7K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-40- 0.97% |
$3.77K - $4.26K
|
4.09K
$399K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 83.33% |
$4.72K - $5.32K
|
10
$975
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-57- 1.55% |
$5.38K - $6.07K
|
3.63K
$354K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-62- 0.32% |
$5.85K - $6.6K
|
19.2K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-65- 1.66% |
$6.13K - $6.92K
|
3.85K
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-70- 4.43% |
$6.61K - $7.45K
|
1.51K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-78- 0.27% |
$7.36K - $8.3K
|
29K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-82- 0.08% |
$7.74K - $8.73K
|
109K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-85- 24.43% |
$8.02K - $9.04K
|
263
$25.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-96- 4.94% |
$9.06K - $10.2K
|
1.85K
$180K
|