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 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
60.5K+ 2.83% |
$3.54M - $4M
|
2.19M
$136M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
58.4K+ 10.62% |
$3.42M - $3.86M
|
608K
$37.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
58.3KNew |
$3.42M - $3.86M
|
58.3K
$3.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
55.3K+ 462.03% |
$3.24M - $3.66M
|
67.3K
$4.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
54.4KNew |
$3.19M - $3.6M
|
54.4K
$3.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
53.2KNew |
$3.12M - $3.52M
|
53.2K
$3.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
51KNew |
$2.99M - $3.37M
|
51K
$3.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
49.6KNew |
$2.91M - $3.28M
|
49.6K
$3.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
49.5KNew |
$2.9M - $3.27M
|
49.5K
$3.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
47.9KNew |
$2.81M - $3.17M
|
47.9K
$2.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
46.8K+ 14.81% |
$2.74M - $3.1M
|
363K
$22.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
43.5K+ 91.1% |
$2.55M - $2.88M
|
91.2K
$5.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
43K+ 12.12% |
$2.52M - $2.84M
|
397K
$24.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
42KNew |
$2.46M - $2.78M
|
42K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
41.9KNew |
$2.46M - $2.77M
|
41.9K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
38KNew |
$2.23M - $2.52M
|
38K
$2.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
37.8K+ 4.69% |
$2.22M - $2.5M
|
844K
$52.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
37KNew |
$2.17M - $2.45M
|
37K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
36.6K+ 3.51% |
$2.15M - $2.42M
|
1.08M
$67M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.7K+ 56.19% |
$1.97M - $2.23M
|
93.6K
$5.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32.8K+ 24.51% |
$1.92M - $2.17M
|
166K
$10.3M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
30.5KNew |
$1.79M - $2.02M
|
30.5K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
29.2KNew |
$1.71M - $1.93M
|
29.2K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
27.9KNew |
$1.63M - $1.84M
|
27.9K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
26.5K+ 4.69% |
$1.55M - $1.75M
|
592K
$36.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
26.4K+ 4.58% |
$1.55M - $1.75M
|
604K
$37.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
26.3KNew |
$1.54M - $1.74M
|
26.3K
$1.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
25KNew |
$1.46M - $1.65M
|
25K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
24.2KNew |
$1.42M - $1.6M
|
24.2K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
24K+ 55.42% |
$1.4M - $1.58M
|
67.2K
$4.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
23.2K+ 17.04% |
$1.36M - $1.53M
|
159K
$9.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.5K+ 6.14% |
$1.32M - $1.49M
|
390K
$24.1M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
22.3KNew |
$1.31M - $1.48M
|
22.3K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
22.2K+ 4.14% |
$1.3M - $1.47M
|
559K
$34.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
21.4KNew |
$1.25M - $1.41M
|
21.4K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
21.3KNew |
$1.25M - $1.41M
|
21.3K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
20.5K+ 33.75% |
$1.2M - $1.35M
|
81.2K
$5.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
20.4KNew |
$1.2M - $1.35M
|
20.4K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
20.2K+ 5.18% |
$1.18M - $1.33M
|
410K
$25.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
19.9KNew |
$1.17M - $1.32M
|
19.9K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
19.3K+ 7.27% |
$1.13M - $1.28M
|
285K
$17.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
18.6K+ 3.75% |
$1.09M - $1.23M
|
515K
$31.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
17.9K+ 14.01% |
$1.05M - $1.18M
|
146K
$9.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17.8KNew |
$1.04M - $1.18M
|
17.8K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
17.4K+ 12.14% |
$1.02M - $1.15M
|
161K
$9.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
16.6KNew |
$970K - $1.1M
|
16.6K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
16.2K+ 6.38% |
$951K - $1.07M
|
270K
$16.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
16.2KNew |
$949K - $1.07M
|
16.2K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
16.1KNew |
$942K - $1.06M
|
16.1K
$997K
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
15.7KNew |
$918K - $1.04M
|
15.7K
$970K
|