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 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-88- 0.63% |
$8.3K - $8.98K
|
13.9K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-95- 1.07% |
$8.96K - $9.7K
|
8.75K
$883K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-98- 1.67% |
$9.25K - $10K
|
5.76K
$582K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-99- 0.48% |
$9.34K - $10.1K
|
20.4K
$2.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-100- 4.16% |
$9.44K - $10.2K
|
2.3K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-110- 0.04% |
$10.4K - $11.2K
|
303K
$30.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-116- 5.08% |
$10.9K - $11.8K
|
2.17K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-119- 1.04% |
$11.2K - $12.1K
|
11.4K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-130- 0.44% |
$12.3K - $13.3K
|
29.4K
$2.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-140- 0.21% |
$13.2K - $14.3K
|
67.3K
$6.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-146- 1.29% |
$13.8K - $14.9K
|
11.1K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-149- 0.44% |
$14.1K - $15.2K
|
33.8K
$3.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-149- 5.33% |
$14.1K - $15.2K
|
2.65K
$267K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-159- 54.83% |
$15K - $16.2K
|
131
$13.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-184- 2.59% |
$17.4K - $18.8K
|
6.93K
$700K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-197- 2.1% |
$18.6K - $20.1K
|
9.17K
$926K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-202- 1.71% |
$19.1K - $20.6K
|
11.6K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-204- 3.73% |
$19.2K - $20.8K
|
5.27K
$532K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-211- 0.05% |
$19.9K - $21.5K
|
425K
$42.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-234- 1.17% |
$22.1K - $23.9K
|
19.7K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-279- 1.95% |
$26.3K - $28.5K
|
14K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-316- 0.28% |
$29.8K - $32.3K
|
113K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-322- 3.49% |
$30.4K - $32.9K
|
8.91K
$900K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-366- 0.85% |
$34.5K - $37.4K
|
42.5K
$4.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-468- 3.12% |
$44.2K - $47.8K
|
14.5K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-495- 0.56% |
$46.7K - $50.5K
|
88.2K
$8.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-525- 2.27% |
$49.5K - $53.6K
|
22.6K
$2.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-547- 0.55% |
$51.6K - $55.8K
|
98.2K
$9.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-587- 0.71% |
$55.4K - $59.9K
|
82.3K
$8.31M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-595- 0.41% |
$56.1K - $60.7K
|
144K
$14.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-595- 0.35% |
$56.1K - $60.7K
|
172K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-605- 2.89% |
$57.1K - $61.7K
|
20.3K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-618- 17.13% |
$58.3K - $63.1K
|
2.99K
$302K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-621- 2.05% |
$58.6K - $63.4K
|
29.7K
$3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-621- 0.15% |
$58.6K - $63.4K
|
409K
$41.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-662- 5.9% |
$62.5K - $67.6K
|
10.6K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-761- 1.07% |
$71.8K - $77.7K
|
70.4K
$7.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-772- 3.92% |
$72.8K - $78.8K
|
18.9K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-778- 0.29% |
$73.4K - $79.4K
|
271K
$27.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-805- 7.9% |
$76K - $82.2K
|
9.38K
$947K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-987- 2.19% |
$93.1K - $101K
|
44K
$4.44M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.06K- 9.19% |
$100K - $108K
|
10.5K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.07K- 1.21% |
$101K - $109K
|
87.8K
$8.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.17K- 7.37% |
$110K - $119K
|
14.7K
$1.48M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.17K- 14.4% |
$110K - $119K
|
6.95K
$702K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.17K- 5.74% |
$111K - $120K
|
19.3K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-1.29K- 0.5% |
$122K - $132K
|
258K
$26M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.32K- 23.18% |
$125K - $135K
|
4.38K
$442K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-1.35K- 0.26% |
$127K - $138K
|
520K
$52.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.43K- 34.78% |
$135K - $146K
|
2.68K
$270K
|