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 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-259- 0.13% |
$17K - $18.4K
|
195K
$13M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-305- 0.34% |
$20K - $21.7K
|
89.6K
$5.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-334- -0.0% |
$21.9K - $23.8K
|
7.71M
$515M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-404- 9.76% |
$26.5K - $28.8K
|
3.74K
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-462- 0.59% |
$30.3K - $32.9K
|
77.5K
$5.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-468- 1.66% |
$30.7K - $33.3K
|
27.7K
$1.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-477- 0.23% |
$31.2K - $34K
|
203K
$13.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-558- 10.31% |
$36.6K - $39.7K
|
4.85K
$324K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-650- 0.48% |
$42.6K - $46.3K
|
134K
$8.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-655- 0.79% |
$42.9K - $46.6K
|
82.6K
$5.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-661- 1.85% |
$43.3K - $47.1K
|
35.1K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-762- 0.52% |
$49.9K - $54.3K
|
147K
$9.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-904- 5.78% |
$59.2K - $64.4K
|
14.7K
$984K
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-959- 2.41% |
$62.8K - $68.3K
|
38.9K
$2.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.09K- 8.39% |
$71.1K - $77.3K
|
11.8K
$792K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.09K- 2.89% |
$71.6K - $77.8K
|
36.7K
$2.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.17K- 2.89% |
$76.6K - $83.3K
|
39.3K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.18K- 10.95% |
$77.5K - $84.3K
|
9.62K
$643K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.19K- 0.19% |
$78K - $84.8K
|
623K
$41.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.26K- 4.82% |
$82.5K - $89.7K
|
24.9K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.32K- 1.36% |
$86.3K - $93.9K
|
95.3K
$6.37M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.5K- 0.89% |
$98.5K - $107K
|
167K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.77K- 2.86% |
$116K - $126K
|
60K
$4.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.86K- 0.22% |
$122K - $132K
|
852K
$57M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.99K- 2.35% |
$130K - $142K
|
82.9K
$5.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-2.01K- 7.94% |
$132K - $143K
|
23.3K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-2.14K- 1.26% |
$140K - $152K
|
167K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.91K- 2.44% |
$190K - $207K
|
116K
$7.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.04K- 4.24% |
$199K - $217K
|
68.7K
$4.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-3.24K- 2.34% |
$212K - $231K
|
135K
$9.02M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.65K- 2.1% |
$239K - $260K
|
170K
$11.3M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.65K- 2.1% |
$239K - $260K
|
170K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.75K- 0.75% |
$246K - $267K
|
494K
$33M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-4.75K- 2.54% |
$311K - $338K
|
182K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.81K- 18.74% |
$315K - $343K
|
20.9K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.47K- 2.92% |
$359K - $390K
|
182K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5.52K- 3.58% |
$361K - $393K
|
149K
$9.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-6.22K- 2.22% |
$408K - $443K
|
275K
$18.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-8.63K- 44.07% |
$565K - $615K
|
11K
$732K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-9.64K- 4.82% |
$631K - $686K
|
190K
$12.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.93K- 1.22% |
$650K - $707K
|
802K
$53.6M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-10.8K- 77.98% |
$710K - $772K
|
3.06K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-12.2K- 0.9% |
$798K - $868K
|
1.34M
$89.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13K- 62.5% |
$852K - $926K
|
7.8K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-13.7K- 4.67% |
$896K - $975K
|
279K
$18.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-20.2K- 9.29% |
$1.32M - $1.44M
|
197K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.2K- 33.79% |
$1.39M - $1.51M
|
41.6K
$2.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.1K- 11.95% |
$1.51M - $1.65M
|
170K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-25.5K- 99.61% |
$1.67M - $1.82M
|
100
$6.68K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.1K- 1.53% |
$1.78M - $1.93M
|
1.75M
$117M
|