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 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.84K- 12.19% |
$268K - $303K
|
20.5K
$1.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3K- 10.64% |
$283K - $319K
|
25.2K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.07K- 6.33% |
$290K - $326K
|
45.4K
$4.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-3.07K- 4.21% |
$290K - $327K
|
69.9K
$6.49M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.19K- 10.85% |
$301K - $339K
|
26.2K
$2.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-3.23K- 6.52% |
$304K - $343K
|
46.3K
$4.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-3.29K- 3.96% |
$310K - $350K
|
79.7K
$7.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3.44K- 3.53% |
$325K - $366K
|
94.1K
$8.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-3.62K- 7.31% |
$341K - $385K
|
45.9K
$4.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.84K- 3.86% |
$362K - $409K
|
95.7K
$8.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-4.1K- 14.13% |
$387K - $436K
|
24.9K
$2.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.64K- 0.82% |
$437K - $493K
|
561K
$52.1M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.75K- 33.72% |
$449K - $506K
|
9.35K
$868K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-4.79K- 2.74% |
$452K - $510K
|
170K
$15.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.86K- 4.63% |
$458K - $517K
|
100K
$9.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.04K- 1.9% |
$476K - $536K
|
260K
$24.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.12K- 4.48% |
$483K - $545K
|
109K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-5.17K- 48.84% |
$488K - $550K
|
5.42K
$503K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.32K- 27.57% |
$502K - $566K
|
14K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5.65K- 3.8% |
$533K - $601K
|
143K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-6K- 16.17% |
$566K - $638K
|
31.1K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.05K- 3.16% |
$571K - $644K
|
185K
$17.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-6.45K- 32.71% |
$609K - $686K
|
13.3K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-7.53K- 1.21% |
$710K - $801K
|
615K
$57.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-8.2K- 13.12% |
$773K - $872K
|
54.3K
$5.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-8.56K- 6.67% |
$807K - $910K
|
120K
$11.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-8.79K- 48.19% |
$830K - $935K
|
9.45K
$878K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-8.79K- 1.6% |
$830K - $936K
|
541K
$50.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
SELL
|
- |
-9.64K- 0.91% |
$910K - $1.03M
|
1.05M
$97.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-9.71K- 7.8% |
$916K - $1.03M
|
115K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10.8K- 81.4% |
$1.02M - $1.15M
|
2.48K
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
SELL
|
- |
-11.1K- 3.65% |
$1.05M - $1.19M
|
294K
$27.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-11.8K- 8.17% |
$1.11M - $1.25M
|
133K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-12.9K- 11.92% |
$1.22M - $1.37M
|
95.5K
$8.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12.9K- 1.33% |
$1.22M - $1.38M
|
957K
$88.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-13.5K- 74.38% |
$1.28M - $1.44M
|
4.66K
$433K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-13.6K- 5.5% |
$1.29M - $1.45M
|
235K
$21.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-15.4K- 73.52% |
$1.45M - $1.63M
|
5.53K
$514K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.2K- 10.63% |
$1.63M - $1.83M
|
145K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.3K- 8.23% |
$1.63M - $1.84M
|
193K
$17.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-18.1K- 0.67% |
$1.7M - $1.92M
|
2.69M
$250M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-18.2K- 2.92% |
$1.72M - $1.94M
|
607K
$56.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-20.1K- 59.82% |
$1.89M - $2.14M
|
13.5K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.2K- 9.56% |
$1.91M - $2.15M
|
192K
$17.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-21K- 12.63% |
$1.98M - $2.23M
|
145K
$13.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-21.2K- 10.26% |
$2M - $2.26M
|
186K
$17.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-23.2K- 3.24% |
$2.19M - $2.47M
|
693K
$64.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-28K- 14.98% |
$2.64M - $2.98M
|
159K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-30.8K- 11.93% |
$2.9M - $3.27M
|
227K
$21.1M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-30.8K- 89.67% |
$2.91M - $3.28M
|
3.55K
$329K
|