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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.6K+ 27.85% |
$2.23M - $2.41M
|
108K
$10.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
22.6K+ 2.8% |
$2.13M - $2.31M
|
830K
$83.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
21.5K+ 27.53% |
$2.03M - $2.2M
|
99.7K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
21KNew |
$1.98M - $2.14M
|
21K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
20.3K+ 27.49% |
$1.91M - $2.07M
|
94K
$9.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
19.5K+ 4.39% |
$1.84M - $1.99M
|
464K
$46.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
19K+ 427.02% |
$1.79M - $1.94M
|
23.4K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.3K+ 366.0% |
$1.73M - $1.87M
|
23.3K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17.9K+ 6.34% |
$1.69M - $1.83M
|
300K
$30.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17.9KNew |
$1.69M - $1.82M
|
17.9K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
17.2K+ 1.62% |
$1.63M - $1.76M
|
1.08M
$109M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.1K+ 6.26% |
$1.52M - $1.64M
|
273K
$27.6M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
16.1KNew |
$1.51M - $1.64M
|
16.1K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
16K+ 25.09% |
$1.51M - $1.63M
|
79.7K
$8.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
15.3KNew |
$1.44M - $1.56M
|
15.3K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
15K+ 4.53% |
$1.42M - $1.53M
|
346K
$35M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.3K+ 18.57% |
$1.35M - $1.46M
|
91.3K
$9.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
14.3K+ 4.65% |
$1.35M - $1.46M
|
322K
$32.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
14.3KNew |
$1.34M - $1.45M
|
14.3K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
13.9K+ 5.67% |
$1.31M - $1.42M
|
259K
$26.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13K+ 3.73% |
$1.23M - $1.33M
|
362K
$36.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
12.4K+ 1.07% |
$1.17M - $1.26M
|
1.17M
$118M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
12.3K+ 4.91% |
$1.16M - $1.26M
|
263K
$26.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
12.2K+ 26.33% |
$1.16M - $1.25M
|
58.8K
$5.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.9K+ 0.89% |
$1.12M - $1.21M
|
1.35M
$136M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
11.4K+ 10.09% |
$1.08M - $1.16M
|
125K
$12.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.2K+ 5.8% |
$1.06M - $1.15M
|
205K
$20.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
10.7KNew |
$1.01M - $1.09M
|
10.7K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.4KNew |
$985K - $1.07M
|
10.4K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
10.2K+ 1.69% |
$965K - $1.04M
|
614K
$62M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
10.2KNew |
$961K - $1.04M
|
10.2K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
9.62K+ 363.09% |
$908K - $982K
|
12.3K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
9.41K+ 111.1% |
$888K - $960K
|
17.9K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
9.31KNew |
$879K - $950K
|
9.31K
$940K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.03K+ 1.43% |
$852K - $921K
|
642K
$64.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8.91KNew |
$841K - $910K
|
8.91K
$900K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
8.51K+ 3.21% |
$803K - $869K
|
273K
$27.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.4K+ 5.26% |
$793K - $857K
|
168K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.22KNew |
$776K - $839K
|
8.22K
$830K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
7.77K+ 6.06% |
$733K - $793K
|
136K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.69K+ 18.41% |
$725K - $784K
|
49.4K
$4.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.44K+ 7.4% |
$702K - $759K
|
108K
$10.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
7.42K+ 5.16% |
$700K - $757K
|
151K
$15.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7.37K+ 191.23% |
$695K - $752K
|
11.2K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.15K+ 3.44% |
$674K - $729K
|
215K
$21.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.14K+ 13.35% |
$674K - $729K
|
60.6K
$6.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.11K+ 82.04% |
$671K - $725K
|
15.8K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.91KNew |
$652K - $705K
|
6.91K
$698K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
6.9KNew |
$651K - $704K
|
6.9K
$696K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.82K+ 175.84% |
$643K - $696K
|
10.7K
$1.08M
|