Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) 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 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
275KNew |
$26M - $28.1M
|
275K
$27.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
197K+ 62.37% |
$18.6M - $20.1M
|
513K
$50.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
170K+ 5.0% |
$16M - $17.3M
|
3.56M
$353M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
146KNew |
$13.7M - $14.9M
|
146K
$14.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
90.7K+ 17.45% |
$8.56M - $9.26M
|
610K
$60.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
39.8K+ 4.12% |
$3.75M - $4.06M
|
1.01M
$99.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
35.3K+ 4.18% |
$3.33M - $3.61M
|
882K
$87.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
34.8KNew |
$3.29M - $3.56M
|
34.8K
$3.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.03K+ 1.43% |
$852K - $921K
|
642K
$63.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
7.42K+ 5.16% |
$700K - $757K
|
151K
$15M
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
3.96K+ 1.87% |
$373K - $404K
|
216K
$21.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.8K+ 1.72% |
$359K - $388K
|
224K
$22.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.62K+ 89.95% |
$341K - $369K
|
7.63K
$756K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.56K+ 7.18% |
$336K - $364K
|
53.2K
$5.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
3.53K+ 61.97% |
$333K - $360K
|
9.23K
$914K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.3KNew |
$311K - $337K
|
3.3K
$327K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.88K+ 17.56% |
$272K - $294K
|
19.3K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.63K+ 7.93% |
$248K - $269K
|
35.8K
$3.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.79K+ 2.43% |
$169K - $182K
|
75.4K
$7.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.4K+ 1.51% |
$132K - $143K
|
94K
$9.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.34K+ 3.3% |
$126K - $136K
|
41.8K
$4.14M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.28K+ 127.5% |
$120K - $130K
|
2.28K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.16K+ 0.61% |
$110K - $118K
|
191K
$18.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.11K+ 5.99% |
$105K - $114K
|
19.7K
$1.95M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
996New |
$94K - $102K
|
996
$98.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
849+ 7.81% |
$80.1K - $86.6K
|
11.7K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
752+ 0.51% |
$71K - $76.7K
|
148K
$14.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
750+ 7.75% |
$70.8K - $76.5K
|
10.4K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
512+ 3.45% |
$48.3K - $52.3K
|
15.3K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
500+ 1.24% |
$47.2K - $51K
|
40.8K
$4.04M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
331+ 0.51% |
$31.2K - $33.8K
|
65.1K
$6.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
185+ 0.66% |
$17.5K - $18.9K
|
28K
$2.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
166+ 1.08% |
$15.7K - $16.9K
|
15.5K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
78+ 0.76% |
$7.36K - $7.96K
|
10.3K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
50+ 0.05% |
$4.72K - $5.1K
|
91.6K
$9.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
25+ 0.29% |
$2.36K - $2.55K
|
8.55K
$846K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.03% |
$283 - $306
|
9.79K
$970K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-468- 3.12% |
$44.2K - $47.8K
|
14.5K
$1.44M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-595- 0.41% |
$56.1K - $60.7K
|
144K
$14.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-778- 0.29% |
$73.4K - $79.4K
|
271K
$26.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-1.56K- 1.34% |
$147K - $159K
|
115K
$11.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.6K- 0.86% |
$151K - $163K
|
185K
$18.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-4.09K- 5.75% |
$386K - $418K
|
67.1K
$6.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.52K- 99.83% |
$616K - $666K
|
11
$1.09K
|