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
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.26K+ 754.52% |
$496K - $560K
|
5.96K
$581K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.26K+ 7.01% |
$496K - $559K
|
80.3K
$7.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.22K+ 1.14% |
$493K - $556K
|
463K
$45.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.14K+ 62.63% |
$485K - $547K
|
13.4K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
5.11KNew |
$482K - $544K
|
5.11K
$498K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.09K+ 51.98% |
$481K - $542K
|
14.9K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.01K+ 0.63% |
$473K - $533K
|
803K
$78.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.96K+ 73.59% |
$468K - $527K
|
11.7K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.92K+ 42.93% |
$465K - $524K
|
16.4K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
4.92KNew |
$464K - $524K
|
4.92K
$480K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
4.87K+ 3.12% |
$459K - $518K
|
161K
$15.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4.83KNew |
$455K - $513K
|
4.83K
$470K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
4.75K+ 1.41% |
$448K - $505K
|
340K
$33.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.64K+ 13.79% |
$438K - $493K
|
38.3K
$3.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.46K+ 3.25% |
$421K - $475K
|
142K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.45KNew |
$420K - $473K
|
4.45K
$434K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.45K+ 34.4% |
$420K - $473K
|
17.4K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.44K+ 4.28% |
$419K - $472K
|
108K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.44K+ 71.33% |
$419K - $472K
|
10.7K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.42K+ 9.86% |
$417K - $470K
|
49.3K
$4.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.41K+ 2.73% |
$416K - $469K
|
166K
$16.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.41K+ 4.66% |
$416K - $469K
|
99K
$9.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.4K+ 30.84% |
$416K - $469K
|
18.7K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.4KNew |
$415K - $468K
|
4.4K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
4.34KNew |
$410K - $462K
|
4.34K
$423K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.31K+ 44.0% |
$406K - $458K
|
14.1K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.28K+ 2.86% |
$403K - $455K
|
153K
$15M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
4.24K+ 32.43% |
$401K - $452K
|
17.3K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.24K+ 2.74% |
$400K - $451K
|
159K
$15.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
4.23K+ 2.26% |
$400K - $451K
|
191K
$18.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.19K+ 2.26% |
$396K - $446K
|
190K
$18.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.19K+ 121.06% |
$395K - $446K
|
7.65K
$746K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
4.12K+ 1.87% |
$389K - $438K
|
224K
$21.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
4.08K+ 2.55% |
$385K - $435K
|
165K
$16M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
3.98K+ 27.21% |
$376K - $424K
|
18.6K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.98K+ 7.46% |
$375K - $423K
|
57.3K
$5.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.94K+ 8.81% |
$371K - $419K
|
48.6K
$4.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.92K+ 18.98% |
$370K - $417K
|
24.6K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.89K+ 13.17% |
$367K - $414K
|
33.4K
$3.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.82KNew |
$361K - $407K
|
3.82K
$373K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.75K+ 3.23% |
$354K - $399K
|
120K
$11.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.74K+ 10.68% |
$353K - $398K
|
38.8K
$3.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.68KNew |
$347K - $391K
|
3.68K
$358K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.68KNew |
$347K - $391K
|
3.68K
$358K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.66K+ 17.88% |
$345K - $390K
|
24.1K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
3.53K+ 2.61% |
$333K - $376K
|
139K
$13.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.5K+ 7.89% |
$330K - $372K
|
47.8K
$4.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
3.49K+ 1.6% |
$329K - $371K
|
222K
$21.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.44K+ 225.95% |
$325K - $366K
|
4.96K
$484K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
3.43K+ 32.69% |
$323K - $364K
|
13.9K
$1.36M
|