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 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.43K- 1.36% |
$318K - $359K
|
395K
$24.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.45K- 3.63% |
$319K - $361K
|
145K
$8.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.49K- 2.73% |
$322K - $363K
|
196K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.59K- 41.99% |
$327K - $370K
|
7.72K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.67K- 81.62% |
$332K - $375K
|
1.28K
$79.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-6.61K- 6.01% |
$387K - $437K
|
103K
$6.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-6.83K- 6.28% |
$400K - $452K
|
102K
$6.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.08K- 33.95% |
$415K - $468K
|
13.8K
$853K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-7.1K- 34.76% |
$416K - $470K
|
13.3K
$825K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-7.14K- 7.97% |
$418K - $472K
|
82.4K
$5.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-7.48K- 1.67% |
$438K - $495K
|
440K
$27.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-7.53K- 15.53% |
$441K - $498K
|
41K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.4K- 6.46% |
$492K - $556K
|
122K
$7.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-8.67K- 3.05% |
$508K - $574K
|
276K
$17.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.97K- 6.92% |
$526K - $594K
|
121K
$7.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-9.18K- 4.33% |
$538K - $607K
|
203K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.21K- 1.03% |
$540K - $609K
|
881K
$54.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-9.29K- 23.14% |
$544K - $614K
|
30.9K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-9.67K- 29.85% |
$566K - $639K
|
22.7K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-9.72K- 16.92% |
$570K - $643K
|
47.7K
$2.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-10.5K- 4.67% |
$617K - $697K
|
215K
$13.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-11.3K- 11.35% |
$660K - $745K
|
88K
$5.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-13.7K- 0.91% |
$801K - $904K
|
1.48M
$91.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-15.8K- 92.78% |
$927K - $1.05M
|
1.23K
$76.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17.7K- 3.63% |
$1.04M - $1.17M
|
470K
$29.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-20K- 77.57% |
$1.17M - $1.33M
|
5.8K
$359K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.8K- 16.3% |
$1.22M - $1.37M
|
107K
$6.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-24.5K- 60.79% |
$1.44M - $1.62M
|
15.8K
$979K
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-26K- 32.37% |
$1.52M - $1.72M
|
54.3K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-27.5K- 16.37% |
$1.61M - $1.82M
|
140K
$8.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31.3K- 18.65% |
$1.83M - $2.07M
|
137K
$8.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-33K- 23.78% |
$1.94M - $2.19M
|
106K
$6.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-49.7K- 52.4% |
$2.91M - $3.28M
|
45.1K
$2.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-50.7K- 9.09% |
$2.97M - $3.35M
|
506K
$31.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-54.9K- 2.44% |
$3.22M - $3.63M
|
2.19M
$136M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-56.3K- 11.9% |
$3.3M - $3.72M
|
417K
$25.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-95.1K- 7.58% |
$5.57M - $6.29M
|
1.16M
$71.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-168K- 56.56% |
$9.83M - $11.1M
|
129K
$7.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-455K- 17.93% |
$26.7M - $30.1M
|
2.08M
$129M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.42M- 99.76% |
$83.1M - $93.8M
|
3.42K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.84M- 98.22% |
$167M - $188M
|
51.7K
$3.2M
|