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 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
24.8K+ 17.08% |
$2.34M - $2.64M
|
170K
$13.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
24K+ 47.17% |
$2.26M - $2.55M
|
74.7K
$6.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
23.7K+ 116.99% |
$2.24M - $2.52M
|
43.9K
$3.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
23KNew |
$2.17M - $2.45M
|
23K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
23K+ 20.72% |
$2.17M - $2.45M
|
134K
$10.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
22.7K+ 284.81% |
$2.14M - $2.42M
|
30.7K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.7K+ 14.5% |
$2.14M - $2.41M
|
179K
$14.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
22.3K+ 13.96% |
$2.11M - $2.38M
|
182K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
22.2KNew |
$2.1M - $2.37M
|
22.2K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
21.7K+ 8.7% |
$2.05M - $2.31M
|
271K
$21.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21.6K+ 19.37% |
$2.04M - $2.3M
|
133K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21K+ 59.86% |
$1.99M - $2.24M
|
56.2K
$4.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
21K+ 19.73% |
$1.98M - $2.23M
|
127K
$10.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
20.8K+ 17.38% |
$1.96M - $2.21M
|
141K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
20.6KNew |
$1.94M - $2.19M
|
20.6K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
20.3K+ 369.46% |
$1.92M - $2.16M
|
25.8K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.8K+ 23.64% |
$1.87M - $2.11M
|
104K
$8.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
19.8K+ 16.01% |
$1.87M - $2.11M
|
144K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
19.8K+ 22.29% |
$1.87M - $2.11M
|
109K
$8.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
19.8KNew |
$1.86M - $2.1M
|
19.8K
$1.59M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
19.6KNew |
$1.85M - $2.09M
|
19.6K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.1K+ 17.77% |
$1.81M - $2.04M
|
127K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19KNew |
$1.79M - $2.02M
|
19K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
19K+ 15.69% |
$1.79M - $2.02M
|
140K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
19KNew |
$1.79M - $2.02M
|
19K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
18.6K+ 267.16% |
$1.76M - $1.98M
|
25.6K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
18.6K+ 7.31% |
$1.75M - $1.98M
|
273K
$21.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
18.3KNew |
$1.73M - $1.95M
|
18.3K
$1.48M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
17.6KNew |
$1.66M - $1.87M
|
17.6K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
17.6K+ 11.0% |
$1.66M - $1.87M
|
177K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
17.4K+ 28.58% |
$1.64M - $1.85M
|
78.4K
$6.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
17.4KNew |
$1.64M - $1.85M
|
17.4K
$1.4M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.3K+ 4.29% |
$1.64M - $1.84M
|
421K
$33.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
16.7K+ 21.71% |
$1.57M - $1.77M
|
93.5K
$7.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.5K+ 32.59% |
$1.56M - $1.76M
|
67.3K
$5.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
16.5K+ 7.9% |
$1.55M - $1.75M
|
225K
$18.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16.4K+ 55.09% |
$1.55M - $1.75M
|
46.3K
$3.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
16.4K+ 10.6% |
$1.55M - $1.75M
|
171K
$13.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
16KNew |
$1.51M - $1.7M
|
16K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
15.9K+ 9.84% |
$1.5M - $1.69M
|
177K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
15.8KNew |
$1.49M - $1.68M
|
15.8K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
15.8K+ 20.07% |
$1.49M - $1.68M
|
94.7K
$7.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
15.3K+ 12.59% |
$1.44M - $1.63M
|
137K
$11M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15.3K+ 9.06% |
$1.44M - $1.62M
|
184K
$14.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
15.2K+ 21.35% |
$1.44M - $1.62M
|
86.6K
$6.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
15.2K+ 77.81% |
$1.43M - $1.61M
|
34.6K
$2.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.1K+ 7.65% |
$1.43M - $1.61M
|
213K
$17.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
14.9K+ 2.92% |
$1.4M - $1.58M
|
524K
$42.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
14.6K+ 22.91% |
$1.38M - $1.55M
|
78.2K
$6.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14.4KNew |
$1.36M - $1.54M
|
14.4K
$1.16M
|