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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
15.6KNew |
$912K - $1.03M
|
15.6K
$965K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
15.3KNew |
$894K - $1.01M
|
15.3K
$945K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.1K+ 4.24% |
$885K - $1M
|
372K
$23M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
15.1K+ 109.3% |
$884K - $998K
|
28.9K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
15.1K+ 60.06% |
$882K - $996K
|
40.1K
$2.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15K+ 171.58% |
$880K - $993K
|
23.8K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
14.7KNew |
$862K - $973K
|
14.7K
$911K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.7K+ 7.03% |
$801K - $904K
|
208K
$12.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.5K+ 6.73% |
$790K - $892K
|
214K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.2KNew |
$776K - $876K
|
13.2K
$820K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.2KNew |
$773K - $873K
|
13.2K
$818K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
12.5K+ 3.72% |
$735K - $829K
|
350K
$21.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12.4K+ 6.83% |
$725K - $818K
|
193K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.3K+ 30.13% |
$722K - $815K
|
53.2K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.3K+ 17.71% |
$721K - $814K
|
81.8K
$5.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.7K+ 765.84% |
$686K - $774K
|
13.2K
$820K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11.5KNew |
$672K - $758K
|
11.5K
$710K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
11.3K+ 14.55% |
$660K - $745K
|
88.6K
$5.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 3.32% |
$648K - $731K
|
344K
$21.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11K+ 24.56% |
$642K - $724K
|
55.6K
$3.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
10.6K+ 3.75% |
$623K - $703K
|
294K
$18.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10.3KNew |
$606K - $684K
|
10.3K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.91K+ 4.95% |
$581K - $655K
|
210K
$13M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
9.51KNew |
$557K - $629K
|
9.51K
$589K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.39K+ 27.58% |
$550K - $621K
|
43.4K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9.38K+ 11.64% |
$550K - $621K
|
90K
$5.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
9.2K+ 16.53% |
$539K - $608K
|
64.8K
$4.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.17K+ 5.58% |
$537K - $607K
|
173K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.14K+ 23.96% |
$535K - $604K
|
47.3K
$2.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.07K+ 8.92% |
$531K - $600K
|
111K
$6.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.03K+ 9.47% |
$529K - $597K
|
104K
$6.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
9.01K+ 5.31% |
$528K - $596K
|
179K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
8.74KNew |
$512K - $578K
|
8.74K
$541K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.42KNew |
$493K - $557K
|
8.42K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
8.33KNew |
$488K - $551K
|
8.33K
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.28K+ 13.35% |
$485K - $548K
|
70.3K
$4.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.25K+ 67.19% |
$483K - $546K
|
20.5K
$1.27M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.93K+ 8.46% |
$465K - $525K
|
102K
$6.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
7.86KNew |
$460K - $520K
|
7.86K
$487K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
7.83K+ 5.56% |
$459K - $518K
|
149K
$9.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7.83K+ 12.25% |
$459K - $518K
|
71.7K
$4.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.61K+ 8.33% |
$446K - $503K
|
99K
$6.13M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
7.52K+ 1.91% |
$441K - $498K
|
402K
$24.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.49K+ 39.75% |
$439K - $496K
|
26.3K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
7.29K+ 15.74% |
$427K - $482K
|
53.6K
$3.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
7.09K+ 4.33% |
$415K - $469K
|
171K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.77K+ 52.75% |
$397K - $448K
|
19.6K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
6.67K+ 3.76% |
$391K - $441K
|
184K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.33K+ 31.19% |
$371K - $419K
|
26.6K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.27K+ 136.16% |
$367K - $415K
|
10.9K
$674K
|