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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.93K+ 39.17% |
$192K - $209K
|
10.4K
$712K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.92K+ 2.13% |
$191K - $208K
|
140K
$9.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.92K+ 8.82% |
$191K - $208K
|
36K
$2.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.74K+ 144.26% |
$179K - $195K
|
4.64K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.59K+ 52.82% |
$170K - $185K
|
7.5K
$513K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.49K+ 10.22% |
$163K - $177K
|
26.8K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.48K+ 18.73% |
$162K - $176K
|
15.7K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.38K+ 4.8% |
$156K - $170K
|
52K
$3.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.32K+ 4.99% |
$152K - $165K
|
48.8K
$3.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.17K+ 4.75% |
$142K - $155K
|
47.9K
$3.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.08K+ 2.13% |
$136K - $148K
|
99.6K
$6.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.07K+ 0.9% |
$136K - $148K
|
232K
$15.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.07K+ 3.34% |
$136K - $148K
|
64.2K
$4.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
2.01K+ 47.14% |
$132K - $143K
|
6.29K
$430K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.01K+ 6.44% |
$131K - $143K
|
33.2K
$2.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.88K+ 32.82% |
$123K - $134K
|
7.6K
$520K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.74K+ 41.52% |
$114K - $124K
|
5.92K
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.68K+ 22.89% |
$110K - $120K
|
9.02K
$617K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 1.1% |
$109K - $118K
|
153K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.44KNew |
$94.5K - $103K
|
1.44K
$98.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.44KNew |
$94K - $102K
|
1.44K
$98.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.43K+ 127.61% |
$93.5K - $102K
|
2.55K
$174K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.41K+ 13.09% |
$92.3K - $100K
|
12.2K
$833K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.32K+ 5.88% |
$86.7K - $94.2K
|
23.8K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.31K+ 1.4% |
$86.1K - $93.6K
|
95.1K
$6.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.3K+ 20.31% |
$85.2K - $92.6K
|
7.7K
$527K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.27K+ 8.71% |
$83.3K - $90.5K
|
15.9K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.25K+ 20.05% |
$81.6K - $88.7K
|
7.46K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.22K+ 17.53% |
$79.6K - $86.5K
|
8.15K
$557K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.19K+ 7.04% |
$77.8K - $84.6K
|
18.1K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 0.39% |
$77.1K - $83.8K
|
301K
$20.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.11K+ 1.18% |
$72.8K - $79.1K
|
95.5K
$6.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.05K+ 4.42% |
$68.9K - $74.9K
|
24.9K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
994+ 22.4% |
$65.1K - $70.8K
|
5.43K
$372K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
824+ 44.37% |
$54K - $58.7K
|
2.68K
$183K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
744New |
$48.7K - $53K
|
744
$50.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
741+ 19.27% |
$48.5K - $52.8K
|
4.59K
$314K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
736+ 246.98% |
$48.2K - $52.4K
|
1.03K
$70.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
724+ 1.23% |
$47.4K - $51.6K
|
59.4K
$4.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
719New |
$47.1K - $51.2K
|
719
$49.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
676+ 2.25% |
$44.3K - $48.1K
|
30.8K
$2.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
573New |
$37.5K - $40.8K
|
573
$39.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
532New |
$34.9K - $37.9K
|
532
$36.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
403+ 2.11% |
$26.4K - $28.7K
|
19.5K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
343New |
$22.5K - $24.4K
|
343
$23.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
276+ 2.12% |
$18.1K - $19.7K
|
13.3K
$910K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
269+ 0.33% |
$17.6K - $19.2K
|
81.1K
$5.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
249+ 1.31% |
$16.3K - $17.7K
|
19.3K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
238+ 6.62% |
$15.6K - $17K
|
3.83K
$262K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
232+ 0.98% |
$15.2K - $16.5K
|
24K
$1.64M
|