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
|
Grove Bank & Trust
|
BUY
|
- |
1.62K+ 6.42% |
$98.8K - $108K
|
26.9K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.57K+ 1.42% |
$95.8K - $105K
|
112K
$7.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.56K+ 12.9% |
$95.1K - $104K
|
13.7K
$896K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1.55K+ 22.38% |
$94.6K - $104K
|
8.49K
$557K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.38K+ 13.65% |
$84K - $92K
|
11.5K
$754K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.32K+ 0.2% |
$80.4K - $88K
|
655K
$42.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.3KNew |
$79.2K - $86.7K
|
1.3K
$85.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.27K+ 12.89% |
$77.5K - $84.9K
|
11.1K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.25K+ 32.06% |
$76.3K - $83.6K
|
5.16K
$339K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.25KNew |
$75.9K - $83.2K
|
1.25K
$81.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.24K+ 7.59% |
$75.5K - $82.6K
|
17.6K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.24K+ 3.86% |
$75.3K - $82.4K
|
33.3K
$2.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.23K+ 4.88% |
$75.1K - $82.2K
|
26.5K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.23K+ 2.57% |
$75K - $82.2K
|
49.2K
$3.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.23K+ 1.29% |
$74.6K - $81.7K
|
95.8K
$6.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.16KNew |
$70.7K - $77.4K
|
1.16K
$76.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.13K+ 9.44% |
$68.6K - $75.2K
|
13.1K
$857K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.1K+ 6.9% |
$67.1K - $73.4K
|
17.1K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.07K+ 3.65% |
$65.3K - $71.6K
|
30.4K
$2M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1.03KNew |
$62.6K - $68.6K
|
1.03K
$67.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.02K+ 2.99% |
$62.2K - $68.2K
|
35.2K
$2.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.01K+ 1.8% |
$61.6K - $67.4K
|
57.1K
$3.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 5.47% |
$60.9K - $66.7K
|
19.3K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
984+ 12.19% |
$59.9K - $65.6K
|
9.06K
$594K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
964New |
$58.7K - $64.3K
|
964
$63.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
891+ 8.16% |
$54.3K - $59.4K
|
11.8K
$775K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
865+ 8.24% |
$52.7K - $57.7K
|
11.4K
$746K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
861+ 4.83% |
$52.4K - $57.4K
|
18.7K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
849+ 0.66% |
$51.7K - $56.6K
|
130K
$8.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
813+ 0.19% |
$49.5K - $54.2K
|
434K
$28.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
791+ 1.53% |
$48.2K - $52.8K
|
52.6K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
790+ 1.08% |
$48.1K - $52.7K
|
74.1K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
762+ 2.09% |
$46.4K - $50.8K
|
37.2K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
716+ 10.17% |
$43.6K - $47.8K
|
7.76K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
704+ 7.34% |
$42.9K - $46.9K
|
10.3K
$675K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
657+ 12.43% |
$40K - $43.8K
|
5.94K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
650+ 0.09% |
$39.6K - $43.3K
|
689K
$45.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
625New |
$38.1K - $41.7K
|
625
$41K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
605+ 6.12% |
$36.8K - $40.3K
|
10.5K
$688K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
587+ 2.2% |
$35.7K - $39.1K
|
27.2K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
571+ 7.83% |
$34.8K - $38.1K
|
7.86K
$516K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
569+ 1.18% |
$34.7K - $37.9K
|
48.7K
$3.19M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
525New |
$32K - $35K
|
525
$34.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
513+ 1.75% |
$31.2K - $34.2K
|
29.8K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
495New |
$30.1K - $33K
|
495
$32.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
470+ 1.44% |
$28.6K - $31.3K
|
33.1K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
386+ 0.37% |
$23.5K - $25.7K
|
105K
$6.91M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
369+ 5.1% |
$22.5K - $24.6K
|
7.6K
$499K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
325+ 1.87% |
$19.8K - $21.7K
|
17.7K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
324New |
$19.7K - $21.6K
|
324
$21.3K
|