Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) 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 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
125KNew |
$5.13M - $5.86M
|
125K
$5.31M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
39.5K+ 14.02% |
$1.62M - $1.85M
|
322K
$13.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
22.1KNew |
$905K - $1.04M
|
22.1K
$937K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
16.6K+ 8.58% |
$679K - $776K
|
210K
$8.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.7K+ 20.61% |
$480K - $549K
|
68.5K
$2.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
11.4K+ 5.66% |
$469K - $537K
|
213K
$9.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
9.94K+ 6.71% |
$408K - $466K
|
158K
$6.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
9.1KNew |
$374K - $427K
|
9.1K
$386K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.69KNew |
$233K - $267K
|
5.69K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.36K+ 4.81% |
$220K - $251K
|
117K
$4.96M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
4.43K+ 4.49% |
$182K - $208K
|
103K
$4.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
3.99K+ 1.42% |
$164K - $187K
|
285K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.45K+ 3.62% |
$100K - $115K
|
70.1K
$2.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.88KNew |
$77.1K - $88.1K
|
1.88K
$79.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.09KNew |
$44.6K - $51K
|
1.09K
$46.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
442+ 7.81% |
$18.1K - $20.7K
|
6.1K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
424+ 0.8% |
$17.4K - $19.9K
|
53.2K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
366+ 1.3% |
$15K - $17.2K
|
28.6K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
172+ 1.43% |
$7.06K - $8.07K
|
12.2K
$516K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-125- 1.76% |
$5.13K - $5.86K
|
6.98K
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-332- 2.84% |
$13.6K - $15.6K
|
11.4K
$482K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-485- 9.73% |
$19.9K - $22.8K
|
4.5K
$191K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.99K- 3.79% |
$81.4K - $93.1K
|
50.4K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-5.83K- 3.67% |
$239K - $273K
|
153K
$6.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-9.14K- 10.94% |
$375K - $429K
|
74.4K
$3.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-9.97K- 11.5% |
$409K - $468K
|
76.8K
$3.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-21K- 5.43% |
$860K - $983K
|
365K
$15.5M
|