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 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3- 0.02% |
$197 - $214
|
12K
$840K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-153- 0.69% |
$10K - $10.9K
|
22.2K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-204- 1.14% |
$13.4K - $14.5K
|
17.7K
$1.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-334- -0.0% |
$21.9K - $23.8K
|
7.71M
$539M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-477- 0.23% |
$31.2K - $34K
|
203K
$14.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-762- 0.52% |
$49.9K - $54.3K
|
147K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-959- 2.41% |
$62.8K - $68.3K
|
38.9K
$2.72M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.18K- 10.95% |
$77.5K - $84.3K
|
9.62K
$673K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.77K- 2.86% |
$116K - $126K
|
60K
$4.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-6.22K- 2.22% |
$408K - $443K
|
275K
$19.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.93K- 1.22% |
$650K - $707K
|
802K
$56.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-20.2K- 9.29% |
$1.32M - $1.44M
|
197K
$13.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-27.7K- 14.78% |
$1.82M - $1.97M
|
160K
$11.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-28.7K- 99.09% |
$1.88M - $2.04M
|
262
$18.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-62.2K- 3.73% |
$4.07M - $4.43M
|
1.6M
$112M
|