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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
766+ 2.7% |
$72.3K - $81.5K
|
29.1K
$2.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
754+ 1.13% |
$71.2K - $80.2K
|
67.2K
$6.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
738+ 4920.0% |
$69.6K - $78.5K
|
753
$67.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
724+ 2.7% |
$68.3K - $77K
|
27.5K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
713+ 15.83% |
$67.3K - $75.9K
|
5.22K
$466K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
690+ 129.94% |
$65.1K - $73.4K
|
1.22K
$109K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
660New |
$62.3K - $70.2K
|
660
$59K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
660+ 4.26% |
$62.3K - $70.2K
|
16.2K
$1.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
654+ 2.13% |
$61.7K - $69.6K
|
31.4K
$2.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
642+ 33.4% |
$60.6K - $68.3K
|
2.56K
$229K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
640+ 1333.33% |
$60.4K - $68.1K
|
688
$61.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
631New |
$59.5K - $67.1K
|
631
$56.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
625+ 13.57% |
$59K - $66.5K
|
5.23K
$468K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
618+ 2.75% |
$58.3K - $65.8K
|
23.1K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
613+ 5.43% |
$57.8K - $65.2K
|
11.9K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
600+ 12.1% |
$56.6K - $63.8K
|
5.56K
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
587+ 5.12% |
$55.4K - $62.5K
|
12K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
580+ 3.46% |
$54.7K - $61.7K
|
17.4K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
571+ 1.02% |
$53.9K - $60.8K
|
56.8K
$5.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
562+ 25.79% |
$53K - $59.8K
|
2.74K
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
554+ 19.76% |
$52.3K - $59K
|
3.36K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
532+ 12.14% |
$50.2K - $56.6K
|
4.91K
$439K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
504+ 0.87% |
$47.6K - $53.6K
|
58.7K
$5.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
497+ 4.38% |
$46.9K - $52.9K
|
11.8K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
489New |
$46.1K - $52K
|
489
$43.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
484+ 22.26% |
$45.7K - $51.5K
|
2.66K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
479+ 7.51% |
$45.2K - $51K
|
6.86K
$613K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
466+ 3.81% |
$44K - $49.6K
|
12.7K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
464+ 0.73% |
$43.8K - $49.4K
|
64.3K
$5.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
464+ 0.47% |
$43.8K - $49.4K
|
99.7K
$8.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
453+ 1.84% |
$42.7K - $48.2K
|
25.1K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
442+ 0.93% |
$41.7K - $47K
|
47.9K
$4.28M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
400New |
$37.7K - $42.6K
|
400
$35.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
400New |
$37.7K - $42.6K
|
400
$35.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
381+ 0.96% |
$36K - $40.5K
|
40K
$3.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
378+ 1.95% |
$35.7K - $40.2K
|
19.8K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
343+ 0.65% |
$32.4K - $36.5K
|
52.9K
$4.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
338+ 10.13% |
$31.9K - $36K
|
3.68K
$329K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
317+ 0.62% |
$29.9K - $33.7K
|
51.2K
$4.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
309+ 1.61% |
$29.2K - $32.9K
|
19.5K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
301+ 7.98% |
$28.4K - $32K
|
4.08K
$364K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
291+ 12.47% |
$27.5K - $31K
|
2.63K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
281+ 0.17% |
$26.5K - $29.9K
|
166K
$14.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
267+ 26.97% |
$25.2K - $28.4K
|
1.26K
$112K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
255+ 5.3% |
$24.1K - $27.1K
|
5.07K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
250New |
$23.6K - $26.6K
|
250
$22.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
239+ 9.12% |
$22.6K - $25.4K
|
2.86K
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
236+ 8.57% |
$22.3K - $25.1K
|
2.99K
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
235New |
$22.2K - $25K
|
235
$21K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
221+ 11.87% |
$20.9K - $23.5K
|
2.08K
$186K
|