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 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.54K- 23.31% |
$146K - $157K
|
5.08K
$513K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-1.56K- 1.34% |
$147K - $159K
|
115K
$11.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.6K- 0.86% |
$151K - $163K
|
185K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.67K- 3.13% |
$158K - $170K
|
51.7K
$5.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.71K- 3.96% |
$161K - $174K
|
41.4K
$4.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1.71K- 2.5% |
$161K - $175K
|
66.8K
$6.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.73K- 20.78% |
$163K - $176K
|
6.58K
$664K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.82K- 3.4% |
$171K - $185K
|
51.6K
$5.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.97K- 3.96% |
$186K - $201K
|
47.7K
$4.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.07K- 6.1% |
$195K - $211K
|
31.9K
$3.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.1K- 26.27% |
$199K - $215K
|
5.91K
$596K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.3K- 6.63% |
$217K - $234K
|
32.3K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.3K- 1.21% |
$217K - $235K
|
188K
$19M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3.05K- 2.97% |
$287K - $311K
|
99.4K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.15K- 6.44% |
$298K - $322K
|
45.8K
$4.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-3.21K- 6.13% |
$303K - $328K
|
49.2K
$4.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.22K- 46.18% |
$304K - $329K
|
3.75K
$379K
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-4.07K- 1.87% |
$384K - $416K
|
213K
$21.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-4.09K- 5.75% |
$386K - $418K
|
67.1K
$6.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.23K- 19.5% |
$399K - $431K
|
17.4K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-4.63K- 2.15% |
$437K - $473K
|
211K
$21.3M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-4.89K- 3.65% |
$462K - $499K
|
129K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-5.1K- 61.54% |
$481K - $520K
|
3.19K
$322K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-5.5K- 6.95% |
$519K - $562K
|
73.7K
$7.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.26K- 34.6% |
$591K - $639K
|
11.8K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.52K- 99.83% |
$616K - $666K
|
11
$1.11K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-6.65K- 18.02% |
$628K - $679K
|
30.3K
$3.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-7.1K- 1.09% |
$670K - $725K
|
646K
$65.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-8.09K- 5.22% |
$763K - $825K
|
147K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-8.38K- 5.15% |
$791K - $855K
|
154K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-8.73K- 1.25% |
$823K - $890K
|
690K
$69.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.17K- 0.56% |
$865K - $936K
|
1.62M
$163M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-10.9K- 11.46% |
$1.03M - $1.11M
|
84.1K
$8.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-11.9K- 18.31% |
$1.12M - $1.21M
|
53K
$5.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-11.9K- 3.18% |
$1.12M - $1.21M
|
362K
$36.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-11.9K- 2.76% |
$1.12M - $1.21M
|
420K
$42.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-12.2K- 32.88% |
$1.16M - $1.25M
|
25K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-12.6K- 28.49% |
$1.19M - $1.29M
|
31.7K
$3.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-17.5K- 7.94% |
$1.65M - $1.78M
|
202K
$20.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-21.6K- 88.88% |
$2.04M - $2.2M
|
2.7K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-24.4K- 2.3% |
$2.3M - $2.49M
|
1.04M
$105M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-26.6K- 24.3% |
$2.51M - $2.71M
|
82.8K
$8.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-29.1K- 41.42% |
$2.74M - $2.97M
|
41.1K
$4.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30.6K- 38.69% |
$2.89M - $3.13M
|
48.5K
$4.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.6K- 50.35% |
$3.17M - $3.43M
|
33.2K
$3.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-43.3K- 31.76% |
$4.09M - $4.42M
|
93.1K
$9.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-43.4K- 10.47% |
$4.1M - $4.43M
|
371K
$37.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.7K- 16.83% |
$5.17M - $5.59M
|
271K
$27.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-58.8K- 24.38% |
$5.55M - $6M
|
182K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-69.2K- 10.19% |
$6.53M - $7.07M
|
610K
$61.6M
|