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 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
97New |
$5.68K - $6.42K
|
97
$6.01K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
97+ 0.1% |
$5.68K - $6.42K
|
99.2K
$6.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
94+ 0.44% |
$5.51K - $6.22K
|
21.5K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
87+ 0.48% |
$5.1K - $5.75K
|
18.3K
$1.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
76+ 13.5% |
$4.45K - $5.03K
|
639
$39.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
51New |
$2.99K - $3.37K
|
51
$3.16K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
44+ 2.49% |
$2.58K - $2.91K
|
1.81K
$112K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
42+ 0.72% |
$2.46K - $2.78K
|
5.86K
$363K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
41+ 0.3% |
$2.4K - $2.71K
|
13.8K
$855K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
38+ 0.12% |
$2.23K - $2.51K
|
32.4K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
38New |
$2.23K - $2.51K
|
38
$2.35K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35+ 5.29% |
$2.05K - $2.31K
|
697
$43.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
33+ 75.0% |
$1.93K - $2.18K
|
77
$4.77K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
33+ 0.18% |
$1.93K - $2.18K
|
18.7K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
32New |
$1.87K - $2.12K
|
32
$1.98K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20New |
$1.17K - $1.32K
|
20
$1.24K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
16New |
$937 - $1.06K
|
16
$991
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
15New |
$879 - $992
|
15
$929
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
13+ 0.22% |
$762 - $860
|
5.99K
$371K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
13+ 0.12% |
$762 - $860
|
11.2K
$693K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 0.29% |
$527 - $595
|
3.08K
$191K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
8+ 17.78% |
$469 - $529
|
53
$3.28K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8+ 2.13% |
$469 - $529
|
384
$23.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7+ 0.11% |
$410 - $463
|
6.38K
$395K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7+ 0.11% |
$410 - $463
|
6.19K
$384K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 2.03% |
$410 - $463
|
351
$21.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.02% |
$117 - $132
|
10.1K
$623K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 1.63% |
$117 - $132
|
125
$7.74K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.69% |
$117 - $132
|
291
$18K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2- 0.01% |
$117 - $132
|
28.3K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-45- 7.29% |
$2.64K - $2.98K
|
572
$35.4K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-55- 7.87% |
$3.22K - $3.64K
|
644
$39.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-75- 1.75% |
$4.39K - $4.96K
|
4.2K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-84- 0.62% |
$4.92K - $5.56K
|
13.5K
$837K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-96- 0.29% |
$5.62K - $6.35K
|
33.3K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-99- 0.69% |
$5.8K - $6.55K
|
14.3K
$886K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-132- 1.81% |
$7.73K - $8.73K
|
7.16K
$444K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-135- 0.45% |
$7.91K - $8.93K
|
30K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-168- 11.85% |
$9.84K - $11.1K
|
1.25K
$77.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-196- 4.46% |
$11.5K - $13K
|
4.2K
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-212- 0.77% |
$12.4K - $14K
|
27.3K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-249- 3.56% |
$14.6K - $16.5K
|
6.75K
$418K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-300- 35.25% |
$17.6K - $19.8K
|
551
$34.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-302- 0.56% |
$17.7K - $20K
|
53.7K
$3.32M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-307- 1.22% |
$18K - $20.3K
|
24.9K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-315- 0.67% |
$18.5K - $20.8K
|
46.4K
$2.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-394- 2.88% |
$23.1K - $26.1K
|
13.3K
$823K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-415- 19.93% |
$24.3K - $27.4K
|
1.67K
$103K
|