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 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-576- 1.87% |
$54.4K - $61.3K
|
30.2K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-591- 0.99% |
$55.8K - $62.9K
|
59.3K
$5.51M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-598- 0.53% |
$56.4K - $63.6K
|
113K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-611- 11.53% |
$57.7K - $65K
|
4.69K
$435K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-637- 5.3% |
$60.1K - $67.8K
|
11.4K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-657- 23.04% |
$62K - $69.9K
|
2.2K
$204K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-664- 8.66% |
$62.7K - $70.7K
|
7.01K
$651K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-672- 0.59% |
$63.4K - $71.5K
|
114K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-684- 7.59% |
$64.5K - $72.8K
|
8.32K
$773K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-696- 23.23% |
$65.7K - $74.1K
|
2.3K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-702- 13.81% |
$66.2K - $74.7K
|
4.38K
$407K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-759- 4.14% |
$71.6K - $80.8K
|
17.6K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-830- 36.97% |
$78.3K - $88.3K
|
1.42K
$131K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-833- 9.7% |
$78.6K - $88.6K
|
7.75K
$720K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-848- 2.4% |
$80K - $90.2K
|
34.5K
$3.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-862- 0.32% |
$81.3K - $91.7K
|
267K
$24.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-867- 21.71% |
$81.8K - $92.3K
|
3.13K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-888- 0.41% |
$83.8K - $94.5K
|
218K
$20.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-909- 3.54% |
$85.8K - $96.7K
|
24.8K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-910- 1.71% |
$85.9K - $96.8K
|
52.3K
$4.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-922- 18.08% |
$87K - $98.1K
|
4.18K
$388K
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-926- 23.0% |
$87.4K - $98.5K
|
3.1K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-967- 1.02% |
$91.3K - $103K
|
93.7K
$8.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-973- 2.18% |
$91.8K - $104K
|
43.7K
$4.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-989- 0.55% |
$93.3K - $105K
|
180K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.02K- 4.48% |
$96.4K - $109K
|
21.8K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.03K- 2.47% |
$96.7K - $109K
|
40.5K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.04K- 7.13% |
$97.9K - $110K
|
13.5K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.08K- 4.95% |
$102K - $114K
|
20.7K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.1K- 14.36% |
$104K - $117K
|
6.56K
$609K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.12K- 0.75% |
$106K - $119K
|
148K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.23K- 2.93% |
$116K - $131K
|
40.9K
$3.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 1.73% |
$119K - $134K
|
71.4K
$6.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-1.28K- 17.22% |
$121K - $137K
|
6.17K
$573K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.3K- 2.39% |
$123K - $138K
|
53.2K
$4.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.33K- 1.41% |
$126K - $142K
|
93.4K
$8.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.53K- 32.8% |
$145K - $163K
|
3.14K
$291K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.59K- 3.83% |
$150K - $169K
|
39.8K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.66K- 1.73% |
$156K - $176K
|
93.8K
$8.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.67K- 3.17% |
$158K - $178K
|
51K
$4.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.9K- 32.98% |
$180K - $203K
|
3.87K
$359K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.11K- 9.35% |
$199K - $224K
|
20.4K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.13K- 3.28% |
$201K - $226K
|
62.7K
$5.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.13K- 0.62% |
$201K - $227K
|
339K
$31.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.25K- 6.99% |
$212K - $239K
|
29.9K
$2.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-2.27K- 6.98% |
$214K - $241K
|
30.2K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2.31K- 2.36% |
$218K - $246K
|
95.6K
$8.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.46K- 3.24% |
$232K - $262K
|
73.5K
$6.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.59K- 27.96% |
$245K - $276K
|
6.68K
$620K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.64K- 28.2% |
$249K - $281K
|
6.72K
$624K
|