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 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
1.07K+ 9.84% |
$62.5K - $70.5K
|
11.9K
$737K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.06K+ 6.19% |
$61.9K - $69.9K
|
18.1K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.05K+ 10.75% |
$61.6K - $69.5K
|
10.8K
$671K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.04K+ 3.34% |
$60.8K - $68.7K
|
32.1K
$1.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
981+ 10.64% |
$57.5K - $64.9K
|
10.2K
$632K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
958+ 16.21% |
$56.1K - $63.4K
|
6.87K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
908New |
$53.2K - $60.1K
|
908
$56.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
893+ 9.63% |
$52.3K - $59.1K
|
10.2K
$630K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
833+ 1.67% |
$48.8K - $55.1K
|
50.6K
$3.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
707+ 4.26% |
$41.4K - $46.8K
|
17.3K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
670+ 3.21% |
$39.3K - $44.3K
|
21.6K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
659+ 21.88% |
$38.6K - $43.6K
|
3.67K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
654+ 5.68% |
$38.3K - $43.3K
|
12.2K
$753K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
649+ 2.19% |
$38K - $42.9K
|
30.3K
$1.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
569New |
$33.3K - $37.6K
|
569
$35.2K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
563+ 4.93% |
$33K - $37.2K
|
12K
$743K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
515+ 29.43% |
$30.2K - $34.1K
|
2.27K
$140K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
483+ 12.39% |
$28.3K - $31.9K
|
4.38K
$271K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
476+ 3.11% |
$27.9K - $31.5K
|
15.8K
$977K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
441+ 0.67% |
$25.8K - $29.2K
|
66.7K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
437New |
$25.6K - $28.9K
|
437
$27.1K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
416+ 0.09% |
$24.4K - $27.5K
|
455K
$28.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
400+ 5.0% |
$23.4K - $26.5K
|
8.4K
$520K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
398New |
$23.3K - $26.3K
|
398
$24.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
376+ 1.83% |
$22K - $24.9K
|
21K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
355+ 1.7% |
$20.8K - $23.5K
|
21.3K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
300New |
$17.6K - $19.8K
|
300
$18.6K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
291+ 30.22% |
$17K - $19.2K
|
1.25K
$77.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
285+ 2.44% |
$16.7K - $18.8K
|
12K
$742K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
265+ 2.48% |
$15.5K - $17.5K
|
11K
$679K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
262New |
$15.4K - $17.3K
|
262
$16.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
254+ 7.05% |
$14.9K - $16.8K
|
3.86K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
247New |
$14.5K - $16.3K
|
247
$15.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
239+ 0.94% |
$14K - $15.8K
|
25.7K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
230+ 2.77% |
$13.5K - $15.2K
|
8.53K
$529K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
224+ 4.07% |
$13.1K - $14.8K
|
5.73K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
194New |
$11.4K - $12.8K
|
194
$12K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
194New |
$11.4K - $12.8K
|
194
$12K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
187+ 0.05% |
$11K - $12.4K
|
412K
$25.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
187+ 2.18% |
$11K - $12.4K
|
8.77K
$544K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
175+ 0.27% |
$10.3K - $11.6K
|
65.4K
$4.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
175+ 2.17% |
$10.3K - $11.6K
|
8.25K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
167New |
$9.78K - $11K
|
167
$10.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
146+ 0.06% |
$8.55K - $9.66K
|
261K
$16.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
139+ 0.74% |
$8.14K - $9.19K
|
18.9K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
137+ 2.19% |
$8.03K - $9.06K
|
6.4K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
130+ 1.28% |
$7.62K - $8.6K
|
10.3K
$639K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
112+ 0.12% |
$6.56K - $7.41K
|
90.2K
$5.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
111+ 2.61% |
$6.5K - $7.34K
|
4.37K
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
108+ 0.12% |
$6.33K - $7.14K
|
92.4K
$5.72M
|