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 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-442- 1.26% |
$25.9K - $29.2K
|
34.6K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-458- 0.92% |
$26.8K - $30.3K
|
49.4K
$3.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-465- 3.01% |
$27.2K - $30.8K
|
15K
$928K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-523- 75.04% |
$30.6K - $34.6K
|
174
$10.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-525- 4.74% |
$30.8K - $34.7K
|
10.5K
$653K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-530- 0.58% |
$31.1K - $35.1K
|
91K
$5.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-549- 0.21% |
$32.2K - $36.3K
|
258K
$16M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-556- 19.06% |
$32.6K - $36.8K
|
2.36K
$146K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-586- 5.86% |
$34.3K - $38.8K
|
9.42K
$584K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-608- 2.99% |
$35.6K - $40.2K
|
19.7K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-619- 5.1% |
$36.3K - $40.9K
|
11.5K
$714K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-646- 0.96% |
$37.8K - $42.7K
|
66.9K
$4.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-680- 1.67% |
$39.8K - $45K
|
40.1K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-716- 3.9% |
$42K - $47.4K
|
17.7K
$1.09M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-740- 1.43% |
$43.4K - $48.9K
|
50.9K
$3.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-783- 0.57% |
$45.9K - $51.8K
|
136K
$8.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-794- 4.07% |
$46.5K - $52.5K
|
18.7K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-800- 0.33% |
$46.9K - $52.9K
|
245K
$15.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-825- 13.43% |
$48.3K - $54.6K
|
5.32K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-830- 7.4% |
$48.6K - $54.9K
|
10.4K
$643K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-837- 0.93% |
$49K - $55.4K
|
89.4K
$5.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-877- 4.03% |
$51.4K - $58K
|
20.9K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-930- 0.74% |
$54.5K - $61.5K
|
125K
$7.73M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-941- 18.35% |
$55.1K - $62.2K
|
4.19K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-949- 4.04% |
$55.6K - $62.8K
|
22.5K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.09K- 3.34% |
$63.9K - $72.2K
|
31.6K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.14K- 17.17% |
$66.7K - $75.3K
|
5.49K
$340K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.25K- 4.75% |
$73.2K - $82.7K
|
25K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.26K- 12.58% |
$73.6K - $83.1K
|
8.74K
$541K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.33K- 9.85% |
$78K - $88K
|
12.2K
$754K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.39K- 1.36% |
$81.6K - $92.1K
|
101K
$6.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.47K- 10.46% |
$85.8K - $96.9K
|
12.5K
$777K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.6K- 52.35% |
$93.8K - $106K
|
1.46K
$90.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.68K- 2.35% |
$98.4K - $111K
|
69.9K
$4.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.83K- 0.93% |
$107K - $121K
|
196K
$12.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.89K- 0.14% |
$111K - $125K
|
1.32M
$81.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.91K- 1.6% |
$112K - $127K
|
118K
$7.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.94K- 13.87% |
$114K - $128K
|
12K
$746K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-2.23K- 2.48% |
$131K - $148K
|
87.8K
$5.44M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-2.3K- 0.71% |
$135K - $152K
|
322K
$19.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.64K- 21.13% |
$154K - $174K
|
9.83K
$609K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.73K- 1.36% |
$160K - $180K
|
198K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.83K- 9.55% |
$166K - $187K
|
26.8K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-3.1K- 47.6% |
$182K - $205K
|
3.41K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.64K- 2.97% |
$213K - $240K
|
119K
$7.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.83K- 31.01% |
$225K - $254K
|
8.53K
$528K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-4.45K- 8.5% |
$261K - $295K
|
48K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.02K- 16.52% |
$294K - $332K
|
25.4K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-5.12K- 2.45% |
$300K - $338K
|
204K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-5.12K- 16.88% |
$300K - $339K
|
25.2K
$1.56M
|