Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVSE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSE) 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
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5.13KNew |
$259K - $290K
|
5.13K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.88K+ 36.35% |
$196K - $219K
|
14.5K
$738K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1.24K+ 44.27% |
$62.6K - $70.1K
|
4.04K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.01K+ 11.93% |
$50.9K - $57K
|
9.47K
$481K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
355+ 1.64% |
$17.9K - $20.1K
|
22.1K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
254+ 1.4% |
$12.8K - $14.4K
|
18.3K
$932K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
51+ 0.84% |
$2.57K - $2.88K
|
6.13K
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4+ 0.07% |
$202 - $226
|
5.6K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-111- 2.64% |
$5.6K - $6.27K
|
4.1K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.07K- 12.46% |
$105K - $117K
|
14.6K
$739K
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-2.61K- 14.56% |
$132K - $148K
|
15.3K
$778K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-17.9K- 71.43% |
$904K - $1.01M
|
7.16K
$364K
|