Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) 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 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
40.9K+ 6.29% |
$2.49M - $2.73M
|
690K
$45.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
40.6KNew |
$2.47M - $2.71M
|
40.6K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40.3K+ 20.77% |
$2.46M - $2.69M
|
234K
$15.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
39.2K+ 9.9% |
$2.39M - $2.62M
|
435K
$28.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
38.9K+ 23.24% |
$2.37M - $2.6M
|
206K
$13.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
38.5K+ 45.3% |
$2.34M - $2.57M
|
123K
$8.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
37.6KNew |
$2.29M - $2.51M
|
37.6K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
37.2KNew |
$2.27M - $2.48M
|
37.2K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.1K+ 1.54% |
$2.26M - $2.47M
|
2.45M
$160M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
35.7KNew |
$2.18M - $2.38M
|
35.7K
$2.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
35.3K+ 15.14% |
$2.15M - $2.36M
|
269K
$17.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
35.2K+ 12.29% |
$2.14M - $2.34M
|
321K
$21.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
34.1KNew |
$2.07M - $2.27M
|
34.1K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.3K+ 114.25% |
$2.03M - $2.22M
|
62.5K
$4.1M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
31.7KNew |
$1.93M - $2.11M
|
31.7K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
30.3K+ 32.43% |
$1.84M - $2.02M
|
124K
$8.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
30.1KNew |
$1.83M - $2.01M
|
30.1K
$1.97M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
29.4KNew |
$1.79M - $1.96M
|
29.4K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
29.1K+ 13.31% |
$1.77M - $1.94M
|
248K
$16.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
28.8K+ 10.84% |
$1.76M - $1.92M
|
295K
$19.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.1K+ 8.03% |
$1.71M - $1.87M
|
378K
$24.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
27.4KNew |
$1.67M - $1.83M
|
27.4K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
26.1K+ 4.03% |
$1.59M - $1.74M
|
675K
$44.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26K+ 1109.34% |
$1.58M - $1.73M
|
28.3K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
26K+ 21.43% |
$1.58M - $1.73M
|
147K
$9.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
24.6K+ 4.49% |
$1.5M - $1.64M
|
573K
$37.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.9KNew |
$1.46M - $1.6M
|
23.9K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
23.7KNew |
$1.44M - $1.58M
|
23.7K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
23.2K+ 50.87% |
$1.41M - $1.55M
|
68.8K
$4.51M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
23K+ 43.82% |
$1.4M - $1.53M
|
75.5K
$4.95M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.5KNew |
$1.37M - $1.5M
|
22.5K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
22.4KNew |
$1.37M - $1.5M
|
22.4K
$1.47M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
21.9K+ 8.02% |
$1.34M - $1.46M
|
295K
$19.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
21.5K+ 9.55% |
$1.31M - $1.43M
|
246K
$16.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
21.3KNew |
$1.29M - $1.42M
|
21.3K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
21.2K+ 5.27% |
$1.29M - $1.41M
|
424K
$27.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
20.8KNew |
$1.27M - $1.39M
|
20.8K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20.3K+ 13.79% |
$1.24M - $1.36M
|
168K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.6K+ 12.85% |
$1.19M - $1.31M
|
172K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
19.3KNew |
$1.18M - $1.29M
|
19.3K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
18.9KNew |
$1.15M - $1.26M
|
18.9K
$1.24M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
18.7K+ 12.52% |
$1.14M - $1.25M
|
168K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
18.6K+ 43.59% |
$1.13M - $1.24M
|
61.3K
$4.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
18.6K+ 10.73% |
$1.13M - $1.24M
|
191K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18.6KNew |
$1.13M - $1.24M
|
18.6K
$1.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
18.1K+ 365.87% |
$1.1M - $1.21M
|
23.1K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18K+ 37.79% |
$1.09M - $1.2M
|
65.5K
$4.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
17K+ 6.85% |
$1.03M - $1.13M
|
265K
$17.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
16.8K+ 8.72% |
$1.02M - $1.12M
|
209K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
16.7K+ 5.2% |
$1.02M - $1.11M
|
338K
$22.2M
|