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 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-27.7K- 14.78% |
$1.82M - $1.97M
|
160K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-28.7K- 99.09% |
$1.88M - $2.04M
|
262
$17.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-32K- 89.86% |
$2.1M - $2.28M
|
3.62K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-42.1K- 2.09% |
$2.76M - $3M
|
1.97M
$132M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-46.7K- 24.69% |
$3.06M - $3.33M
|
142K
$9.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-55K- 3.48% |
$3.61M - $3.92M
|
1.53M
$102M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-58.5K- 3.72% |
$3.83M - $4.16M
|
1.51M
$101M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-62.2K- 3.73% |
$4.07M - $4.43M
|
1.6M
$107M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-100K- 9.38% |
$6.58M - $7.16M
|
971K
$64.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-245K- 36.17% |
$16M - $17.4M
|
431K
$28.8M
|