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 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
156+ 3.57% |
$9.96K - $11K
|
4.53K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
132+ 2.51% |
$8.43K - $9.29K
|
5.39K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
131+ 1.05% |
$8.36K - $9.22K
|
12.7K
$886K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
125+ 0.42% |
$7.98K - $8.8K
|
29.7K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
117+ 0.92% |
$7.47K - $8.24K
|
12.8K
$894K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
105New |
$6.7K - $7.39K
|
105
$7.35K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
104+ 2.48% |
$6.64K - $7.32K
|
4.3K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
99New |
$6.32K - $6.97K
|
99
$6.93K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
98+ 0.37% |
$6.26K - $6.9K
|
26.4K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
95+ 0.26% |
$6.07K - $6.69K
|
36.5K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
91+ 2.51% |
$5.81K - $6.41K
|
3.72K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
90+ 52.33% |
$5.75K - $6.34K
|
262
$18.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
90+ 195.65% |
$5.75K - $6.34K
|
136
$9.52K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
90New |
$5.75K - $6.34K
|
90
$6.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
80+ 0.69% |
$5.11K - $5.63K
|
11.8K
$823K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
75New |
$4.79K - $5.28K
|
75
$5.25K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
58+ 0.87% |
$3.7K - $4.08K
|
6.74K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
42New |
$2.68K - $2.96K
|
42
$2.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
39New |
$2.49K - $2.75K
|
39
$2.73K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
31+ 0.02% |
$1.98K - $2.18K
|
178K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
26New |
$1.66K - $1.83K
|
26
$1.82K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
24+ 0.25% |
$1.53K - $1.69K
|
9.51K
$666K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
23+ 0.09% |
$1.47K - $1.62K
|
24.3K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22+ 0.27% |
$1.4K - $1.55K
|
8.17K
$572K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
19+ 0.59% |
$1.21K - $1.34K
|
3.22K
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
19+ 0.55% |
$1.21K - $1.34K
|
3.48K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
18New |
$1.15K - $1.27K
|
18
$1.26K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
15New |
$958 - $1.06K
|
15
$1.05K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
13+ 0.03% |
$830 - $915
|
40.8K
$2.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12+ 1.61% |
$766 - $845
|
758
$53.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
8+ 1.74% |
$511 - $563
|
468
$32.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5New |
$319 - $352
|
5
$350
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3+ 0.05% |
$192 - $211
|
6.42K
$449K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.02% |
$63.9 - $70.4
|
6.23K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$63.9 - $70.4
|
21.1K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.02% |
$63.9 - $70.4
|
6.23K
$436K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1+ 0.01% |
$63.9 - $70.4
|
19.5K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-17- 2.49% |
$1.09K - $1.2K
|
666
$46.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-18- 0.02% |
$1.15K - $1.27K
|
91K
$6.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-23- 0.32% |
$1.47K - $1.62K
|
7.09K
$497K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-40- 26.49% |
$2.55K - $2.82K
|
111
$7.77K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-42- 0.12% |
$2.68K - $2.96K
|
35.9K
$2.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-45- 0.42% |
$2.87K - $3.17K
|
10.8K
$753K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-48- 44.44% |
$3.06K - $3.38K
|
60
$4.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-60- 0.92% |
$3.83K - $4.22K
|
6.45K
$452K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-76- 1.29% |
$4.85K - $5.35K
|
5.83K
$408K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-76- 0.47% |
$4.85K - $5.35K
|
16.1K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-120- 5.2% |
$7.66K - $8.45K
|
2.19K
$153K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-129- 0.12% |
$8.24K - $9.08K
|
105K
$7.36M
|