Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC) 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 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
344K+ 420.45% |
$18.1M - $20.5M
|
426K
$23.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
28.8K+ 22.83% |
$1.52M - $1.72M
|
155K
$8.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
26.1KNew |
$1.37M - $1.55M
|
26.1K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
23KNew |
$1.21M - $1.37M
|
23K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
11.6K+ 24.93% |
$614K - $694K
|
58.4K
$3.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.69K+ 3.54% |
$300K - $339K
|
166K
$9.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
5.44K+ 4.82% |
$286K - $324K
|
118K
$6.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.2KNew |
$274K - $310K
|
5.2K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
4.24KNew |
$224K - $253K
|
4.24K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.45K+ 6.65% |
$182K - $206K
|
55.4K
$3.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.25K+ 36.79% |
$171K - $194K
|
12.1K
$670K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.25KNew |
$171K - $193K
|
3.25K
$180K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
3.12K+ 20.34% |
$164K - $186K
|
18.5K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.75K+ 6.5% |
$145K - $164K
|
45K
$2.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.44K+ 5.63% |
$129K - $146K
|
45.9K
$2.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.17K+ 5.03% |
$61.6K - $69.6K
|
24.4K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
946+ 6.97% |
$49.9K - $56.4K
|
14.5K
$806K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
824+ 0.85% |
$43.4K - $49.1K
|
98.2K
$5.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
653+ 9.27% |
$34.4K - $38.9K
|
7.7K
$427K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
467New |
$24.6K - $27.8K
|
467
$25.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
458+ 6.3% |
$24.1K - $27.3K
|
7.73K
$429K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
455+ 11.75% |
$24K - $27.1K
|
4.33K
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
361+ 4.63% |
$19K - $21.5K
|
8.15K
$452K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
340+ 2.11% |
$17.9K - $20.3K
|
16.5K
$912K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
233+ 647.22% |
$12.3K - $13.9K
|
269
$14.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
126+ 0.72% |
$6.64K - $7.51K
|
17.6K
$974K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
81New |
$4.27K - $4.83K
|
81
$4.49K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
17+ 0.18% |
$896 - $1.01K
|
9.6K
$532K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
15+ 0.24% |
$791 - $894
|
6.34K
$352K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
6+ 0.01% |
$316 - $357
|
86.4K
$4.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.03% |
$158 - $179
|
8.71K
$483K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-13- 8.44% |
$685 - $774
|
141
$7.82K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-64- 15.65% |
$3.37K - $3.81K
|
345
$19.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-245- 6.02% |
$12.9K - $14.6K
|
3.83K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-958- 10.68% |
$50.5K - $57.1K
|
8.01K
$444K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-25K- 73.33% |
$1.31M - $1.49M
|
9.07K
$503K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-36.4K- 21.86% |
$1.92M - $2.17M
|
130K
$7.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-120K- 44.83% |
$6.31M - $7.14M
|
147K
$8.18M
|