Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.03MNew |
$470M - $531M
|
8.03M
$497M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.85M+ 7223.2% |
$167M - $189M
|
2.89M
$179M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.17M+ 7.62% |
$68.7M - $77.6M
|
16.6M
$1.03B
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.12M+ 8.08% |
$65.4M - $73.8M
|
14.9M
$924M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
638K+ 14.65% |
$37.4M - $42.2M
|
4.99M
$309M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
592K+ 486.18% |
$34.7M - $39.1M
|
714K
$44.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
589K+ 40.04% |
$34.5M - $39M
|
2.06M
$128M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
542K+ 103.7% |
$31.8M - $35.9M
|
1.07M
$66M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
536K+ 122.26% |
$31.4M - $35.5M
|
975K
$60.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
496K+ 129.27% |
$29.1M - $32.8M
|
880K
$54.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
447K+ 264465.69% |
$26.2M - $29.6M
|
447K
$27.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
434KNew |
$25.4M - $28.7M
|
434K
$26.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
391KNew |
$22.9M - $25.9M
|
391K
$24.2M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
386K+ 27.72% |
$22.6M - $25.5M
|
1.78M
$110M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
273KNew |
$16M - $18M
|
273K
$16.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
218KNew |
$12.8M - $14.4M
|
218K
$13.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
208KNew |
$12.2M - $13.8M
|
208K
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
206K+ 327.18% |
$12.1M - $13.6M
|
269K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
203K+ 37.24% |
$11.9M - $13.4M
|
749K
$46.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
198K+ 278.35% |
$11.6M - $13.1M
|
269K
$16.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
194K+ 10.32% |
$11.4M - $12.8M
|
2.07M
$128M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
180K+ 364.59% |
$10.6M - $11.9M
|
230K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
174KNew |
$10.2M - $11.5M
|
174K
$10.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
166KNew |
$9.74M - $11M
|
166K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
144K+ 222.96% |
$8.42M - $9.51M
|
208K
$12.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
140KNew |
$8.19M - $9.25M
|
140K
$8.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
136K+ 105.16% |
$8M - $9.03M
|
266K
$16.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
134KNew |
$7.87M - $8.89M
|
134K
$8.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
128K+ 13.6% |
$7.5M - $8.47M
|
1.07M
$66.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
120K+ 9.85% |
$7.03M - $7.93M
|
1.34M
$82.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
112KNew |
$6.56M - $7.4M
|
112K
$6.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
112K+ 38.34% |
$6.54M - $7.38M
|
403K
$24.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
110K+ 107.94% |
$6.45M - $7.28M
|
212K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
106KNew |
$6.23M - $7.03M
|
106K
$6.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
90.6KNew |
$5.31M - $5.99M
|
90.6K
$5.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
89K+ 9.16% |
$5.22M - $5.89M
|
1.06M
$65.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
88.5KNew |
$5.19M - $5.86M
|
88.5K
$5.49M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
86.8K+ 4.93% |
$5.09M - $5.74M
|
1.85M
$114M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
84.1KNew |
$4.93M - $5.56M
|
84.1K
$5.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
80.7K+ 41.31% |
$4.73M - $5.34M
|
276K
$17.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
71.1K+ 8.0% |
$4.17M - $4.7M
|
960K
$59.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
70.3K+ 29.69% |
$4.12M - $4.65M
|
307K
$19M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
69KNew |
$4.04M - $4.56M
|
69K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
67.4K+ 53.74% |
$3.95M - $4.46M
|
193K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
63.7K+ 421.71% |
$3.73M - $4.22M
|
78.8K
$4.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
62.8K+ 38.59% |
$3.68M - $4.16M
|
226K
$14M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
62.4K+ 17.09% |
$3.66M - $4.13M
|
427K
$26.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
62.3K+ 15.92% |
$3.65M - $4.12M
|
454K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
61.8K+ 20.41% |
$3.62M - $4.09M
|
365K
$22.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
60.5K+ 20.9% |
$3.55M - $4M
|
350K
$21.7M
|