Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) 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 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
886K+ 257.95% |
$58M - $63.1M
|
1.23M
$84.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
678KNew |
$44.4M - $48.3M
|
678K
$46.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
540KNew |
$35.4M - $38.5M
|
540K
$36.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
489K+ 85.97% |
$32M - $34.8M
|
1.06M
$72.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
388K+ 25.55% |
$25.4M - $27.6M
|
1.91M
$131M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
306K+ 2613.75% |
$20.1M - $21.8M
|
318K
$21.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
260K+ 16.03% |
$17M - $18.5M
|
1.88M
$129M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
234K+ 63.74% |
$15.3M - $16.7M
|
601K
$41.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
225KNew |
$14.8M - $16M
|
225K
$15.4M
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
215KNew |
$14.1M - $15.3M
|
215K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
195K+ 12.64% |
$12.8M - $13.9M
|
1.74M
$119M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
174KNew |
$11.4M - $12.4M
|
174K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
167KNew |
$10.9M - $11.9M
|
167K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
153K+ 9.49% |
$10M - $10.9M
|
1.77M
$121M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
153K+ 213.41% |
$10M - $10.9M
|
225K
$15.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
147KNew |
$9.62M - $10.5M
|
147K
$10M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
145KNew |
$9.52M - $10.3M
|
145K
$9.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
115KNew |
$7.54M - $8.19M
|
115K
$7.87M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
113K+ 179.04% |
$7.43M - $8.08M
|
177K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
109K+ 13.91% |
$7.12M - $7.74M
|
890K
$60.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
106K+ 12.39% |
$6.97M - $7.57M
|
965K
$66M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
106K+ 44.98% |
$6.92M - $7.52M
|
340K
$23.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
91.8K+ 26.55% |
$6.02M - $6.54M
|
438K
$29.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
84.5K+ 185.97% |
$5.53M - $6.01M
|
130K
$8.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
84.2K+ 20.69% |
$5.52M - $6M
|
491K
$33.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
81.8KNew |
$5.36M - $5.82M
|
81.8K
$5.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
75.4KNew |
$4.94M - $5.37M
|
75.4K
$5.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
70.2KNew |
$4.6M - $5M
|
70.2K
$4.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
68.6K+ 6.15% |
$4.49M - $4.89M
|
1.18M
$81M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
58.2K+ 5.84% |
$3.81M - $4.15M
|
1.06M
$72.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
57K+ 6.13% |
$3.73M - $4.06M
|
987K
$67.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.9K+ 6.84% |
$3.53M - $3.84M
|
843K
$57.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
48.9KNew |
$3.21M - $3.49M
|
48.9K
$3.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
48.9K+ 5.68% |
$3.2M - $3.48M
|
909K
$62.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
47.1K+ 74.23% |
$3.08M - $3.35M
|
110K
$7.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
46.6K+ 24.18% |
$3.05M - $3.32M
|
239K
$16.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
44.4KNew |
$2.91M - $3.16M
|
44.4K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
43.9K+ 40.29% |
$2.88M - $3.13M
|
153K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.6K+ 3.71% |
$2.6M - $2.82M
|
1.11M
$75.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.7K+ 120.25% |
$2.54M - $2.76M
|
70.9K
$4.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
37.1K+ 10.35% |
$2.43M - $2.64M
|
396K
$27.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
32.7K+ 7.81% |
$2.14M - $2.33M
|
451K
$30.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
31.4KNew |
$2.06M - $2.24M
|
31.4K
$2.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
31.2KNew |
$2.04M - $2.22M
|
31.2K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
30.1KNew |
$1.97M - $2.14M
|
30.1K
$2.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.8K+ 21.0% |
$1.95M - $2.12M
|
172K
$11.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
29.7KNew |
$1.94M - $2.11M
|
29.7K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
29.6K+ 150.02% |
$1.94M - $2.11M
|
49.4K
$3.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
29.6K+ 538.53% |
$1.94M - $2.11M
|
35.1K
$2.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
29KNew |
$1.9M - $2.06M
|
29K
$1.98M
|