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 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.42K+ 4.97% |
$323K - $364K
|
72.2K
$7.04M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.4KNew |
$321K - $362K
|
3.4K
$331K
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3.38K+ 69.75% |
$319K - $359K
|
8.22K
$801K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.37KNew |
$318K - $359K
|
3.37K
$329K
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
3.31K+ 5.33% |
$312K - $352K
|
65.3K
$6.37M
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.27K+ 52.29% |
$309K - $348K
|
9.53K
$929K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.25K+ 3.05% |
$306K - $346K
|
110K
$10.7M
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.24KNew |
$305K - $344K
|
3.24K
$316K
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
3.22K+ 1.07% |
$304K - $343K
|
306K
$29.8M
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
3.21K+ 8.13% |
$303K - $341K
|
42.7K
$4.16M
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.17K+ 1.98% |
$299K - $338K
|
164K
$15.9M
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.17K+ 4.23% |
$299K - $337K
|
78.1K
$7.61M
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
3.17K+ 0.38% |
$299K - $337K
|
841K
$82M
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 3.09% |
$299K - $337K
|
106K
$10.3M
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.08KNew |
$290K - $327K
|
3.08K
$300K
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.07K+ 50.98% |
$290K - $327K
|
9.1K
$887K
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.06KNew |
$289K - $326K
|
3.06K
$299K
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.03K+ 15.51% |
$286K - $322K
|
22.6K
$2.2M
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.01K+ 5.66% |
$284K - $320K
|
56.1K
$5.47M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.98K+ 1.97% |
$281K - $317K
|
154K
$15.1M
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
2.92K+ 1.6% |
$275K - $310K
|
185K
$18M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.88K+ 5.56% |
$272K - $306K
|
54.6K
$5.33M
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.87K+ 29.7% |
$271K - $305K
|
12.5K
$1.22M
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.86K+ 142.06% |
$270K - $305K
|
4.88K
$476K
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.86K+ 1.77% |
$270K - $305K
|
165K
$16.1M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.85K+ 8.18% |
$269K - $303K
|
37.7K
$3.67M
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.84K+ 3.22% |
$268K - $302K
|
91K
$8.87M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.83K+ 5.67% |
$267K - $301K
|
52.8K
$5.15M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.82K+ 4.36% |
$266K - $300K
|
67.4K
$6.57M
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2.74K+ 23.37% |
$258K - $291K
|
14.5K
$1.41M
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
2.73KNew |
$258K - $290K
|
2.73K
$266K
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.7K+ 78.6% |
$254K - $287K
|
6.13K
$597K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.69K+ 2.47% |
$254K - $286K
|
112K
$10.9M
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.69K+ 3.44% |
$253K - $286K
|
80.9K
$7.88M
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
2.67K+ 4.7% |
$252K - $284K
|
59.5K
$5.8M
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.67K+ 11.18% |
$252K - $284K
|
26.5K
$2.58M
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.63KNew |
$248K - $280K
|
2.63K
$256K
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.56K+ 59.92% |
$242K - $273K
|
6.84K
$667K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.56K+ 100.79% |
$242K - $272K
|
5.1K
$497K
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.56KNew |
$242K - $272K
|
2.56K
$250K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.44K+ 14.11% |
$230K - $260K
|
19.7K
$1.92M
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.38K+ 101.76% |
$224K - $253K
|
4.71K
$459K
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.3K+ 4.72% |
$217K - $245K
|
51.1K
$4.98M
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
2.3KNew |
$217K - $245K
|
2.3K
$224K
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.29K+ 1.91% |
$216K - $244K
|
122K
$11.9M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.28KNew |
$215K - $243K
|
2.28K
$222K
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.28K+ 7.82% |
$215K - $243K
|
31.4K
$3.06M
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.27K+ 4.88% |
$214K - $242K
|
48.8K
$4.76M
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.25K+ 3.93% |
$213K - $240K
|
59.6K
$5.81M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.24K+ 51.72% |
$211K - $238K
|
6.57K
$640K
|