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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
19.8M+ 11619.26% |
$1.87B - $2.02B
|
20M
$2.01B
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
944K+ 9594.11% |
$89.1M - $96.4M
|
954K
$96.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
545KNew |
$51.5M - $55.7M
|
545K
$55.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
448KNew |
$42.3M - $45.8M
|
448K
$45.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
441KNew |
$41.6M - $45M
|
441K
$44.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
405K+ 260.41% |
$38.3M - $41.4M
|
561K
$56.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
275KNew |
$26M - $28.1M
|
275K
$27.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
229KNew |
$21.6M - $23.4M
|
229K
$23.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
197KNew |
$18.6M - $20.1M
|
197K
$19.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
197K+ 62.37% |
$18.6M - $20.1M
|
513K
$51.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
180K+ 76.39% |
$17M - $18.4M
|
416K
$42M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
170K+ 5.0% |
$16M - $17.3M
|
3.56M
$360M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
167KNew |
$15.8M - $17.1M
|
167K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
157KNew |
$14.8M - $16M
|
157K
$15.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
146KNew |
$13.7M - $14.9M
|
146K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
133KNew |
$12.5M - $13.5M
|
133K
$13.4M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
125K+ 4.02% |
$11.8M - $12.7M
|
3.23M
$326M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
124K+ 8.62% |
$11.7M - $12.7M
|
1.57M
$158M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
124K+ 35.81% |
$11.7M - $12.6M
|
469K
$47.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
121K+ 34.63% |
$11.4M - $12.3M
|
469K
$47.4M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
117K+ 24.06% |
$11.1M - $12M
|
605K
$61.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
111K+ 33.39% |
$10.4M - $11.3M
|
442K
$44.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
107KNew |
$10.1M - $11M
|
107K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
105K+ 11.1% |
$9.93M - $10.7M
|
1.05M
$106M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
90.7K+ 17.45% |
$8.56M - $9.26M
|
610K
$61.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
81.7KNew |
$7.71M - $8.34M
|
81.7K
$8.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.3K+ 5.98% |
$7.57M - $8.19M
|
1.42M
$144M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
80.1K+ 41.76% |
$7.56M - $8.17M
|
272K
$27.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
73KNew |
$6.89M - $7.45M
|
73K
$7.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
69KNew |
$6.51M - $7.04M
|
69K
$6.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
68.6K+ 32.04% |
$6.47M - $7M
|
283K
$28.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
66.4KNew |
$6.27M - $6.78M
|
66.4K
$6.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
64.8KNew |
$6.11M - $6.61M
|
64.8K
$6.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
61.4KNew |
$5.79M - $6.27M
|
61.4K
$6.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
53.4KNew |
$5.04M - $5.45M
|
53.4K
$5.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
51K+ 5.66% |
$4.81M - $5.2M
|
952K
$96.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
49.6K+ 548.18% |
$4.68M - $5.06M
|
58.7K
$5.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
47.8KNew |
$4.51M - $4.88M
|
47.8K
$4.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
39.8K+ 4.12% |
$3.75M - $4.06M
|
1.01M
$101M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
36.3K+ 818.01% |
$3.42M - $3.7M
|
40.7K
$4.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
35.3K+ 4.18% |
$3.33M - $3.61M
|
882K
$89M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
34.8KNew |
$3.29M - $3.56M
|
34.8K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.4K+ 1256.02% |
$3.06M - $3.31M
|
35K
$3.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.1K+ 7.84% |
$2.93M - $3.17M
|
427K
$43.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
30.1K+ 5.13% |
$2.84M - $3.08M
|
617K
$62.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
30.1K+ 2.72% |
$2.84M - $3.07M
|
1.14M
$115M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27.6K+ 3.71% |
$2.61M - $2.82M
|
772K
$78M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.9K+ 2.12% |
$2.44M - $2.64M
|
1.24M
$126M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.7K+ 1.51% |
$2.42M - $2.62M
|
1.73M
$174M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
23.9K+ 5.7% |
$2.26M - $2.44M
|
444K
$44.8M
|