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 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.06K+ 9.6% |
$179K - $202K
|
34.9K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.93K+ 12.45% |
$172K - $194K
|
26.5K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.91K+ 3.08% |
$170K - $192K
|
97.4K
$6.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.84K+ 5.13% |
$166K - $188K
|
58.3K
$3.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.83K+ 1.06% |
$166K - $187K
|
271K
$16.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2.76K+ 4.32% |
$162K - $183K
|
66.7K
$4.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.7KNew |
$158K - $179K
|
2.7K
$167K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
2.7K+ 2.13% |
$158K - $179K
|
130K
$8.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.68K+ 25.86% |
$157K - $177K
|
13K
$808K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.66K+ 8.53% |
$156K - $176K
|
33.8K
$2.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.6K+ 8.98% |
$152K - $172K
|
31.5K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.57K+ 1.61% |
$151K - $170K
|
162K
$10M
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.42K+ 3.12% |
$142K - $160K
|
79.9K
$4.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.28K+ 61.02% |
$134K - $151K
|
6.02K
$373K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2.26K+ 21.65% |
$132K - $149K
|
12.7K
$785K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.25K+ 1.04% |
$132K - $149K
|
219K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.16K+ 24.65% |
$126K - $143K
|
10.9K
$676K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.03K+ 38.13% |
$119K - $134K
|
7.37K
$456K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.03K+ 27.45% |
$119K - $134K
|
9.43K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2K+ 2.88% |
$117K - $132K
|
71.3K
$4.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 53.43% |
$116K - $131K
|
5.7K
$353K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.9K+ 3.16% |
$111K - $126K
|
62.1K
$3.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.74K+ 7.72% |
$102K - $115K
|
24.3K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.69K+ 3.39% |
$98.8K - $112K
|
51.4K
$3.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.66K+ 65.81% |
$97.1K - $110K
|
4.18K
$259K
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.63K+ 1.82% |
$95.4K - $108K
|
91K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.63K+ 39.53% |
$95.4K - $108K
|
5.75K
$356K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.63K+ 4.77% |
$95.2K - $107K
|
35.7K
$2.21M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 2.19% |
$94K - $106K
|
75K
$4.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.59K+ 3.43% |
$92.9K - $105K
|
47.9K
$2.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.48K+ 7.87% |
$86.9K - $98.1K
|
20.3K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.42K+ 1.14% |
$83.4K - $94.1K
|
126K
$7.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.39K+ 0.76% |
$81.3K - $91.8K
|
184K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.34K+ 0.24% |
$78.2K - $88.3K
|
557K
$34.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.33K+ 2.17% |
$77.7K - $87.7K
|
62.4K
$3.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.31K+ 38.93% |
$77K - $86.9K
|
4.69K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.25K+ 10.06% |
$73.1K - $82.5K
|
13.7K
$846K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.22K+ 5.6% |
$71.6K - $80.8K
|
23.1K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.19K+ 3.19% |
$69.5K - $78.5K
|
38.4K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.18K+ 8.01% |
$69.3K - $78.2K
|
15.9K
$988K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.18K+ 3.44% |
$69.1K - $78K
|
35.5K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.18K+ 758.06% |
$68.8K - $77.7K
|
1.33K
$82.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.16K+ 109.31% |
$68.1K - $76.9K
|
2.23K
$138K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.15K+ 2.21% |
$67.3K - $76K
|
53.2K
$3.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.15K+ 1.02% |
$67.1K - $75.8K
|
113K
$7.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.12KNew |
$65.4K - $73.9K
|
1.12K
$69.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.12K+ 5.45% |
$65.3K - $73.7K
|
21.6K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.11KNew |
$64.7K - $73.1K
|
1.11K
$68.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.1K+ 2.25% |
$64.6K - $73K
|
50K
$3.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.09K+ 11.85% |
$64K - $72.3K
|
10.3K
$639K
|