Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV) 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 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
23.4K+ 5.54% |
$1.2M - $1.3M
|
445K
$23.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
13.9K+ 66.59% |
$711K - $775K
|
34.7K
$1.87M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
13.6K+ 23.46% |
$699K - $761K
|
71.8K
$3.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.24K+ 40.42% |
$217K - $236K
|
14.7K
$791K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2.21K+ 4.57% |
$113K - $123K
|
50.5K
$2.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.12K+ 1.87% |
$108K - $118K
|
115K
$6.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
2.1K+ 5.48% |
$108K - $117K
|
40.4K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 23.2% |
$57.3K - $62.4K
|
5.94K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
981+ 5.96% |
$50.3K - $54.7K
|
17.5K
$938K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
551+ 0.28% |
$28.2K - $30.8K
|
199K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3- 0.01% |
$154 - $167
|
27.2K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-225- 0.81% |
$11.5K - $12.6K
|
27.6K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-286- 4.96% |
$14.7K - $16K
|
5.49K
$295K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.67K- 2.61% |
$85.5K - $93.1K
|
62.3K
$3.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-8.47K- 31.19% |
$434K - $472K
|
18.7K
$1M
|