Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) 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 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
4.76K+ 1.07% |
$304K - $335K
|
450K
$31.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4.72K+ 7.61% |
$301K - $332K
|
66.7K
$4.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.71K+ 5.23% |
$301K - $332K
|
94.9K
$6.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.69K+ 21.16% |
$300K - $330K
|
26.9K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.63K+ 5.66% |
$296K - $326K
|
86.6K
$6.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.49K+ 6.16% |
$286K - $316K
|
77.3K
$5.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.38KNew |
$280K - $309K
|
4.38K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.26K+ 5.38% |
$272K - $300K
|
83.4K
$5.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.24K+ 757.86% |
$271K - $299K
|
4.8K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
4.24KNew |
$271K - $299K
|
4.24K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4.21KNew |
$269K - $296K
|
4.21K
$294K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
4.17KNew |
$267K - $294K
|
4.17K
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
4.06K+ 16.81% |
$259K - $286K
|
28.2K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.02K+ 20.97% |
$257K - $283K
|
23.2K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.92KNew |
$250K - $276K
|
3.92K
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.85KNew |
$246K - $271K
|
3.85K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.84K+ 3.44% |
$245K - $270K
|
115K
$8.07M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.82K+ 8.86% |
$244K - $269K
|
46.9K
$3.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.8K+ 29.5% |
$242K - $267K
|
16.7K
$1.17M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.76K+ 15.38% |
$240K - $265K
|
28.2K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.71K+ 11.41% |
$237K - $261K
|
36.2K
$2.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.65K+ 229.6% |
$233K - $257K
|
5.23K
$366K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
3.6KNew |
$230K - $254K
|
3.6K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
3.55KNew |
$226K - $250K
|
3.55K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.55K+ 6.52% |
$226K - $250K
|
57.9K
$4.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
3.46KNew |
$221K - $244K
|
3.46K
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.45KNew |
$221K - $243K
|
3.45K
$242K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.33KNew |
$213K - $235K
|
3.33K
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.33K+ 4.27% |
$213K - $235K
|
81.4K
$5.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.29K+ 4.56% |
$210K - $232K
|
75.5K
$5.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.29K+ 5.04% |
$210K - $231K
|
68.5K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.19K+ 12.2% |
$204K - $225K
|
29.4K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
3.11K+ 2.27% |
$198K - $219K
|
140K
$9.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.02K+ 18.33% |
$193K - $213K
|
19.5K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
2.99KNew |
$191K - $211K
|
2.99K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.71K+ 165.12% |
$173K - $191K
|
4.36K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.64K+ 6.58% |
$168K - $186K
|
42.7K
$2.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.54K+ 6.06% |
$162K - $179K
|
44.4K
$3.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.47K+ 3.45% |
$157K - $174K
|
74K
$5.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2.39K+ 61.04% |
$153K - $168K
|
6.3K
$441K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2.3K+ 4.52% |
$147K - $162K
|
53.2K
$3.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.23K+ 6.46% |
$143K - $157K
|
36.8K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.12KNew |
$135K - $149K
|
2.12K
$148K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.09K+ 42.66% |
$134K - $147K
|
7K
$490K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.09K+ 1.46% |
$134K - $147K
|
145K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.84K+ 10.65% |
$118K - $130K
|
19.1K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.73KNew |
$111K - $122K
|
1.73K
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.73K+ 11.18% |
$111K - $122K
|
17.2K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.73K+ 5.06% |
$111K - $122K
|
35.9K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.72K+ 7.94% |
$110K - $121K
|
23.3K
$1.63M
|