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 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.2K+ 7.65% |
$207K - $234K
|
30.9K
$3.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.18K+ 8.16% |
$206K - $232K
|
28.9K
$2.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.18K+ 14.93% |
$205K - $232K
|
16.8K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
2.11K+ 5.67% |
$199K - $224K
|
39.3K
$3.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.08K+ 1.87% |
$196K - $222K
|
113K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.05K+ 3.42% |
$193K - $218K
|
61.9K
$6.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.03K+ 44.75% |
$191K - $216K
|
6.56K
$640K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.01K+ 4.15% |
$190K - $214K
|
50.5K
$4.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
2K+ 3.06% |
$189K - $213K
|
67.3K
$6.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2K+ 2.66% |
$188K - $213K
|
77.1K
$7.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.98K+ 0.93% |
$187K - $210K
|
215K
$20.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
1.97K+ 41.39% |
$186K - $210K
|
6.74K
$657K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.97K+ 2.76% |
$186K - $209K
|
73.2K
$7.13M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.97K+ 10.86% |
$185K - $209K
|
20.1K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.96K+ 29.05% |
$185K - $208K
|
8.7K
$848K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.91K+ 7.8% |
$180K - $203K
|
26.4K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.88K+ 5.5% |
$178K - $200K
|
36.1K
$3.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.86K+ 17.24% |
$176K - $198K
|
12.7K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.84K+ 61.36% |
$174K - $196K
|
4.84K
$471K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.8KNew |
$170K - $192K
|
1.8K
$175K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.77K+ 41.5% |
$167K - $189K
|
6.05K
$589K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.77K+ 17.71% |
$167K - $188K
|
11.8K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.76K+ 7.55% |
$166K - $187K
|
25.1K
$2.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.72K+ 17.53% |
$163K - $183K
|
11.6K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.72K+ 8.36% |
$162K - $182K
|
22.2K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.68K+ 33.23% |
$158K - $179K
|
6.73K
$656K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.57K+ 47.6% |
$148K - $167K
|
4.85K
$473K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.56K+ 3.15% |
$147K - $166K
|
50.9K
$4.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.56K+ 56.04% |
$147K - $165K
|
4.33K
$422K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.54K+ 12.71% |
$145K - $163K
|
13.6K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.52KNew |
$144K - $162K
|
1.52K
$148K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.48K+ 6.59% |
$139K - $157K
|
23.9K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.47K+ 4.89% |
$139K - $156K
|
31.5K
$3.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.46K+ 2.31% |
$138K - $155K
|
64.6K
$6.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.44K+ 0.96% |
$136K - $153K
|
151K
$14.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.41K+ 41.36% |
$133K - $150K
|
4.83K
$471K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.39K+ 53.39% |
$132K - $148K
|
4.01K
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.38K+ 7.49% |
$131K - $147K
|
19.9K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.37K+ 8.45% |
$129K - $145K
|
17.6K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.36K+ 1.92% |
$128K - $145K
|
72.1K
$7.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.28K+ 12.46% |
$121K - $137K
|
11.6K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1.28K+ 9.51% |
$121K - $136K
|
14.7K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.27K+ 1.6% |
$119K - $135K
|
80.3K
$7.82M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.26K+ 0.31% |
$119K - $134K
|
404K
$39.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.22K+ 163.22% |
$115K - $129K
|
1.96K
$191K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.21K+ 2.11% |
$114K - $128K
|
58.3K
$5.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.2K+ 1.26% |
$114K - $128K
|
96.9K
$9.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.17K+ 1.7% |
$110K - $124K
|
69.7K
$6.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.11K+ 2.18% |
$105K - $118K
|
52.1K
$5.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.11K+ 7.88% |
$105K - $118K
|
15.2K
$1.48M
|