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 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
6.23K+ 28.35% |
$365K - $412K
|
28.2K
$1.75M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
6.11K+ 8.02% |
$358K - $404K
|
82.3K
$5.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.08K+ 12.56% |
$356K - $402K
|
54.5K
$3.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.04K+ 79.59% |
$354K - $400K
|
13.6K
$845K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
6.04K+ 1.12% |
$354K - $399K
|
545K
$33.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.03K+ 18.36% |
$353K - $399K
|
38.9K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.99KNew |
$351K - $396K
|
5.99K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.85K+ 5.49% |
$343K - $387K
|
112K
$6.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
5.78K+ 3.11% |
$339K - $382K
|
192K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.68K+ 78.11% |
$333K - $376K
|
13K
$802K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.65K+ 4.02% |
$331K - $374K
|
146K
$9.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.58K+ 5.71% |
$327K - $369K
|
103K
$6.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
5.57K+ 1.43% |
$326K - $368K
|
394K
$24.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
5.49K+ 15.14% |
$322K - $363K
|
41.8K
$2.59M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
5.47K+ 10.76% |
$320K - $362K
|
56.3K
$3.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
5.41K+ 1.61% |
$317K - $357K
|
342K
$21.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
5.05K+ 10.01% |
$296K - $334K
|
55.5K
$3.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.01KNew |
$294K - $331K
|
5.01K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
5KNew |
$293K - $331K
|
5K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.99K+ 27.57% |
$292K - $330K
|
23.1K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4.94K+ 47.2% |
$290K - $327K
|
15.4K
$955K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.86K+ 10.09% |
$285K - $321K
|
53K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.82K+ 1.82% |
$282K - $319K
|
270K
$16.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.76KNew |
$279K - $315K
|
4.76K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.76K+ 8.76% |
$279K - $315K
|
59.1K
$3.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.66KNew |
$273K - $308K
|
4.66K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.61K+ 5.89% |
$270K - $305K
|
82.8K
$5.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.37K+ 10.69% |
$256K - $289K
|
45.3K
$2.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.23K+ 10.35% |
$248K - $280K
|
45.1K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.19KNew |
$245K - $277K
|
4.19K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
3.87K+ 10.27% |
$227K - $256K
|
41.5K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
3.83K+ 12.1% |
$224K - $253K
|
35.5K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
3.8K+ 18.61% |
$223K - $251K
|
24.2K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
3.78KNew |
$221K - $250K
|
3.78K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.77KNew |
$221K - $249K
|
3.77K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.73K+ 6.39% |
$218K - $247K
|
62.1K
$3.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.7KNew |
$217K - $245K
|
3.7K
$229K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
3.62K+ 38.38% |
$212K - $240K
|
13.1K
$809K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.62KNew |
$212K - $239K
|
3.62K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.59K+ 103.55% |
$210K - $237K
|
7.05K
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.57K+ 10.67% |
$209K - $236K
|
37K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.46KNew |
$203K - $229K
|
3.46K
$215K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.46KNew |
$203K - $229K
|
3.46K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.46K+ 8.11% |
$203K - $229K
|
46.2K
$2.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.46K+ 76.35% |
$203K - $229K
|
7.99K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
3.41KNew |
$200K - $225K
|
3.41K
$211K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.4KNew |
$199K - $225K
|
3.4K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.38K+ 2.13% |
$198K - $224K
|
162K
$10M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.21K+ 2.23% |
$188K - $212K
|
147K
$9.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.11K+ 2.61% |
$182K - $205K
|
122K
$7.58M
|