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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
12.3KNew |
$1.16M - $1.3M
|
12.3K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12.2K+ 37.79% |
$1.15M - $1.3M
|
44.5K
$4.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
12.1K+ 9.2% |
$1.15M - $1.29M
|
144K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.8K+ 532.94% |
$1.11M - $1.26M
|
14K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.7K+ 15.64% |
$1.1M - $1.25M
|
86.6K
$8.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11.7K+ 1.38% |
$1.1M - $1.24M
|
860K
$83.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
11.6K+ 39.92% |
$1.1M - $1.23M
|
40.7K
$3.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.6K+ 3.24% |
$1.09M - $1.23M
|
369K
$36M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.6KNew |
$1.09M - $1.23M
|
11.6K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
11.5K+ 5.26% |
$1.09M - $1.23M
|
231K
$22.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
11.5K+ 22.38% |
$1.09M - $1.22M
|
62.9K
$6.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.5K+ 11.86% |
$1.08M - $1.22M
|
108K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
11.4K+ 6.45% |
$1.08M - $1.22M
|
189K
$18.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.3K+ 24.71% |
$1.07M - $1.21M
|
57.2K
$5.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11K+ 9.18% |
$1.04M - $1.17M
|
131K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
11K+ 3.95% |
$1.04M - $1.17M
|
289K
$28.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10.8K+ 21.23% |
$1.02M - $1.15M
|
61.7K
$6.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
10.8K+ 9.53% |
$1.02M - $1.14M
|
124K
$12.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
10.6K+ 3.5% |
$1M - $1.13M
|
315K
$30.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
10.6K+ 9.44% |
$1M - $1.13M
|
123K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.5K+ 8.66% |
$993K - $1.12M
|
132K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.5K+ 29.15% |
$993K - $1.12M
|
46.6K
$4.54M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
10.5K+ 7.58% |
$992K - $1.12M
|
149K
$14.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
10.2K+ 15.57% |
$963K - $1.09M
|
75.7K
$7.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
10.2KNew |
$959K - $1.08M
|
10.2K
$991K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
10KNew |
$944K - $1.06M
|
10K
$975K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.89K+ 198.59% |
$934K - $1.05M
|
14.9K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.72KNew |
$917K - $1.03M
|
9.72K
$948K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
9.71KNew |
$916K - $1.03M
|
9.71K
$946K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.65K+ 12.8% |
$910K - $1.03M
|
85K
$8.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.59K+ 0.53% |
$905K - $1.02M
|
1.82M
$177M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
9.19K+ 12.49% |
$868K - $978K
|
82.8K
$8.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
9.17K+ 391.04% |
$865K - $976K
|
11.5K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
9K+ 16.57% |
$849K - $957K
|
63.3K
$6.17M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.94KNew |
$843K - $951K
|
8.94K
$871K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.87K+ 2.43% |
$837K - $944K
|
373K
$36.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8.85K+ 4.51% |
$835K - $941K
|
205K
$20M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
8.85K+ 19.58% |
$835K - $941K
|
54K
$5.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
8.76KNew |
$826K - $932K
|
8.76K
$854K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
8.76K+ 40.24% |
$826K - $932K
|
30.5K
$2.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8.69K+ 4.36% |
$820K - $924K
|
208K
$20.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8.66K+ 64.81% |
$817K - $921K
|
22K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
8.57K+ 5.29% |
$809K - $912K
|
171K
$16.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8.34K+ 23.66% |
$787K - $887K
|
43.6K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8.24K+ 8.49% |
$777K - $876K
|
105K
$10.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.05K+ 10.2% |
$760K - $857K
|
87K
$8.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.99K+ 6.59% |
$754K - $850K
|
129K
$12.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.86K+ 1.51% |
$742K - $836K
|
528K
$51.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
7.85KNew |
$741K - $835K
|
7.85K
$765K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
7.83K+ 3.6% |
$739K - $833K
|
225K
$22M
|