Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG) 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 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
90.2KNew |
$3.65M - $3.83M
|
90.2K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
58.5K+ 18.16% |
$2.37M - $2.49M
|
381K
$15.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.5K+ 142.08% |
$505K - $529K
|
21.2K
$861K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.62K+ 12.1% |
$106K - $111K
|
24.2K
$982K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
138+ 1.45% |
$5.59K - $5.86K
|
9.67K
$392K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3- 0.01% |
$121 - $127
|
40.8K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-122- 0.22% |
$4.94K - $5.18K
|
55.6K
$2.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-241- 3.98% |
$9.76K - $10.2K
|
5.81K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-13.3K- 10.61% |
$539K - $565K
|
112K
$4.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-19.9K- 48.4% |
$806K - $846K
|
21.2K
$861K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-57.9K- 61.84% |
$2.35M - $2.46M
|
35.8K
$1.45M
|