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 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
52.5K+ 53.87% |
$4.95M - $5.59M
|
150K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
48.9KNew |
$4.62M - $5.21M
|
48.9K
$4.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
47.3KNew |
$4.46M - $5.03M
|
47.3K
$4.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
47.2KNew |
$4.45M - $5.02M
|
47.2K
$4.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
46.7K+ 22.81% |
$4.41M - $4.97M
|
252K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
46.3KNew |
$4.37M - $4.93M
|
46.3K
$4.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
45.9K+ 18.0% |
$4.33M - $4.89M
|
301K
$29.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
44.5KNew |
$4.2M - $4.74M
|
44.5K
$4.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
41.9KNew |
$3.95M - $4.46M
|
41.9K
$4.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
41.6KNew |
$3.93M - $4.43M
|
41.6K
$4.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
41.4K+ 566.07% |
$3.91M - $4.41M
|
48.8K
$4.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
38.8KNew |
$3.66M - $4.12M
|
38.8K
$3.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
36K+ 57.01% |
$3.4M - $3.83M
|
99.1K
$9.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
35.9K+ 248.38% |
$3.39M - $3.82M
|
50.4K
$4.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
35.4K+ 77.59% |
$3.34M - $3.77M
|
81K
$7.89M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.9K+ 35.57% |
$3.29M - $3.71M
|
133K
$13M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.9K+ 54.5% |
$3.29M - $3.71M
|
98.8K
$9.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
34.8K+ 1.56% |
$3.28M - $3.7M
|
2.26M
$221M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
34.6K+ 1.54% |
$3.26M - $3.68M
|
2.28M
$222M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
33.9K+ 13.47% |
$3.2M - $3.61M
|
285K
$27.8M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
33.2K+ 5.03% |
$3.13M - $3.53M
|
693K
$67.5M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
33.2K+ 935.95% |
$3.13M - $3.53M
|
36.7K
$3.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
32.5KNew |
$3.07M - $3.46M
|
32.5K
$3.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
31.9K+ 6.18% |
$3.01M - $3.39M
|
547K
$53.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
31.6KNew |
$2.98M - $3.36M
|
31.6K
$3.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
31.2K+ 3.22% |
$2.95M - $3.32M
|
1M
$97.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
30.7KNew |
$2.9M - $3.27M
|
30.7K
$2.99M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
30.4KNew |
$2.87M - $3.24M
|
30.4K
$2.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
29.4K+ 289.31% |
$2.77M - $3.13M
|
39.5K
$3.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29.3K+ 12.41% |
$2.77M - $3.12M
|
266K
$25.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.4K+ 15.37% |
$2.68M - $3.02M
|
213K
$20.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
28.1KNew |
$2.65M - $2.99M
|
28.1K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
27.5KNew |
$2.6M - $2.93M
|
27.5K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
27.2K+ 85.84% |
$2.57M - $2.9M
|
59K
$5.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
26.3K+ 50.5% |
$2.48M - $2.8M
|
78.3K
$7.63M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
26.2KNew |
$2.47M - $2.79M
|
26.2K
$2.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
25.5K+ 60.37% |
$2.41M - $2.72M
|
67.9K
$6.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
25.3KNew |
$2.39M - $2.69M
|
25.3K
$2.47M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
25.2K+ 42.07% |
$2.38M - $2.68M
|
85.1K
$8.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
25.1K+ 21.87% |
$2.37M - $2.67M
|
140K
$13.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
24.8K+ 17.08% |
$2.34M - $2.64M
|
170K
$16.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
24K+ 47.17% |
$2.26M - $2.55M
|
74.7K
$7.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
23.7K+ 116.99% |
$2.24M - $2.52M
|
43.9K
$4.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
23KNew |
$2.17M - $2.45M
|
23K
$2.25M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
23K+ 20.72% |
$2.17M - $2.45M
|
134K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
22.7K+ 284.81% |
$2.14M - $2.42M
|
30.7K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.7K+ 14.5% |
$2.14M - $2.41M
|
179K
$17.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
22.3K+ 13.96% |
$2.11M - $2.38M
|
182K
$17.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
22.2KNew |
$2.1M - $2.37M
|
22.2K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
21.7K+ 8.7% |
$2.05M - $2.31M
|
271K
$26.4M
|