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 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
11New |
$1.04K - $1.17K
|
11
$983
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
10+ 0.0% |
$944 - $1.06K
|
280K
$25M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
10+ 0.45% |
$944 - $1.06K
|
2.25K
$201K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7New |
$661 - $745
|
7
$626
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
7New |
$661 - $745
|
7
$626
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6+ 2.14% |
$566 - $638
|
286
$25.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5+ 0.09% |
$472 - $532
|
5.62K
$503K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 0.02% |
$472 - $532
|
24.7K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5+ 0.11% |
$472 - $532
|
4.54K
$406K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4New |
$377 - $426
|
4
$357
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$283 - $319
|
3
$268
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.05% |
$283 - $319
|
5.9K
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2+ 0.01% |
$189 - $213
|
29.3K
$2.62M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 28.57% |
$189 - $213
|
9
$804
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1+ 0.01% |
$94.4 - $106
|
17.7K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.03% |
$94.4 - $106
|
3.06K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.02% |
$94.4 - $106
|
6.38K
$570K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.48% |
$94.4 - $106
|
209
$18.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1New |
$94.4 - $106
|
1
$89.4
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4- 0.01% |
$377 - $426
|
28.9K
$2.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.08% |
$377 - $426
|
5.29K
$473K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-9- 0.04% |
$849 - $958
|
21.8K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-20- 0.66% |
$1.89K - $2.13K
|
3.03K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 0.23% |
$1.89K - $2.13K
|
8.53K
$763K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-25- 2.57% |
$2.36K - $2.66K
|
947
$84.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-29- 0.97% |
$2.74K - $3.09K
|
2.95K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-30- 0.75% |
$2.83K - $3.19K
|
3.99K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-36- 0.22% |
$3.4K - $3.83K
|
16.7K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-40- 0.97% |
$3.77K - $4.26K
|
4.09K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 83.33% |
$4.72K - $5.32K
|
10
$894
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-57- 1.55% |
$5.38K - $6.07K
|
3.63K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-62- 0.32% |
$5.85K - $6.6K
|
19.2K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-65- 1.66% |
$6.13K - $6.92K
|
3.85K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-70- 4.43% |
$6.61K - $7.45K
|
1.51K
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-78- 0.27% |
$7.36K - $8.3K
|
29K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-82- 0.08% |
$7.74K - $8.73K
|
109K
$9.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-85- 24.43% |
$8.02K - $9.04K
|
263
$23.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-96- 4.94% |
$9.06K - $10.2K
|
1.85K
$165K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-97- 0.02% |
$9.15K - $10.3K
|
478K
$42.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-100- 0.79% |
$9.44K - $10.6K
|
12.5K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-100- 0.43% |
$9.44K - $10.6K
|
23.3K
$2.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-122- 0.54% |
$11.5K - $13K
|
22.3K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-145- 1.08% |
$13.7K - $15.4K
|
13.3K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-179- 0.25% |
$16.9K - $19K
|
72.6K
$6.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-202- 4.85% |
$19.1K - $21.5K
|
3.97K
$354K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-204- 10.06% |
$19.3K - $21.7K
|
1.82K
$163K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-207- 86.97% |
$19.5K - $22K
|
31
$2.77K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-218- 25.56% |
$20.6K - $23.2K
|
635
$56.7K
|