Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) 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 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
205KNew |
$19.3M - $21.8M
|
205K
$20.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
184K+ 140209.16% |
$17.3M - $19.5M
|
184K
$18.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
142KNew |
$13.4M - $15.1M
|
142K
$14.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
136KNew |
$12.8M - $14.5M
|
136K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
117KNew |
$11.1M - $12.5M
|
117K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
112KNew |
$10.6M - $11.9M
|
112K
$11.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
111K+ 26.95% |
$10.5M - $11.8M
|
525K
$52.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
100K+ 39327.45% |
$9.46M - $10.7M
|
101K
$10M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
87KNew |
$8.21M - $9.26M
|
87K
$8.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
81.2KNew |
$7.67M - $8.64M
|
81.2K
$8.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
61.2K+ 64.3% |
$5.78M - $6.51M
|
156K
$15.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
58.5KNew |
$5.52M - $6.23M
|
58.5K
$5.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
55.4K+ 1680.97% |
$5.23M - $5.89M
|
58.7K
$5.86M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
54.7K+ 31.13% |
$5.16M - $5.82M
|
230K
$23M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
44.5KNew |
$4.2M - $4.74M
|
44.5K
$4.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
41.9KNew |
$3.95M - $4.46M
|
41.9K
$4.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
38.8KNew |
$3.66M - $4.12M
|
38.8K
$3.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
36K+ 57.01% |
$3.4M - $3.83M
|
99.1K
$9.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
35.4K+ 77.59% |
$3.34M - $3.77M
|
81K
$8.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
34.8K+ 1.56% |
$3.28M - $3.7M
|
2.26M
$226M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
33.9K+ 13.47% |
$3.2M - $3.61M
|
285K
$28.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
29.4K+ 289.31% |
$2.77M - $3.13M
|
39.5K
$3.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29.3K+ 12.41% |
$2.77M - $3.12M
|
266K
$26.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
27.2K+ 85.84% |
$2.57M - $2.9M
|
59K
$5.88M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
25.2K+ 42.07% |
$2.38M - $2.68M
|
85.1K
$8.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
25.1K+ 21.87% |
$2.37M - $2.67M
|
140K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
24.8K+ 17.08% |
$2.34M - $2.64M
|
170K
$17M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
24K+ 47.17% |
$2.26M - $2.55M
|
74.7K
$7.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
23KNew |
$2.17M - $2.45M
|
23K
$2.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
22.3K+ 13.96% |
$2.11M - $2.38M
|
182K
$18.2M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21K+ 59.86% |
$1.99M - $2.24M
|
56.2K
$5.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
21K+ 19.73% |
$1.98M - $2.23M
|
127K
$12.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.8K+ 23.64% |
$1.87M - $2.11M
|
104K
$10.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
19.8K+ 16.01% |
$1.87M - $2.11M
|
144K
$14.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19KNew |
$1.79M - $2.02M
|
19K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
18.6K+ 267.16% |
$1.76M - $1.98M
|
25.6K
$2.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
16.7K+ 21.71% |
$1.57M - $1.77M
|
93.5K
$9.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.5K+ 32.59% |
$1.56M - $1.76M
|
67.3K
$6.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
14.6K+ 22.91% |
$1.38M - $1.55M
|
78.2K
$7.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
14.4KNew |
$1.36M - $1.53M
|
14.4K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
14.1K+ 4.33% |
$1.33M - $1.5M
|
340K
$33.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
13.9K+ 16.98% |
$1.31M - $1.48M
|
95.6K
$9.55M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13.8K+ 10.29% |
$1.31M - $1.47M
|
148K
$14.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
13.8K+ 20.23% |
$1.3M - $1.47M
|
82.1K
$8.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
12.3KNew |
$1.16M - $1.3M
|
12.3K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.3K+ 24.71% |
$1.07M - $1.21M
|
57.2K
$5.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10.8K+ 21.23% |
$1.02M - $1.15M
|
61.7K
$6.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
10.6K+ 9.44% |
$1M - $1.13M
|
123K
$12.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.5K+ 8.66% |
$993K - $1.12M
|
132K
$13.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
10.5K+ 7.58% |
$992K - $1.12M
|
149K
$14.9M
|