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
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
14.4KNew |
$1.36M - $1.53M
|
14.4K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
14.1K+ 4.33% |
$1.33M - $1.5M
|
340K
$27.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
13.9K+ 16.98% |
$1.31M - $1.48M
|
95.6K
$7.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
13.8K+ 8.22% |
$1.31M - $1.47M
|
182K
$14.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13.8K+ 10.29% |
$1.31M - $1.47M
|
148K
$11.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
13.8K+ 20.23% |
$1.3M - $1.47M
|
82.1K
$6.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
13.7KNew |
$1.29M - $1.45M
|
13.7K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
13.5KNew |
$1.28M - $1.44M
|
13.5K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
13.4K+ 19.51% |
$1.26M - $1.42M
|
82K
$6.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.4K+ 2.47% |
$1.26M - $1.42M
|
555K
$44.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
13.2K+ 16.32% |
$1.25M - $1.41M
|
94.4K
$7.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
12.9K+ 2.82% |
$1.22M - $1.37M
|
470K
$37.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
12.4K+ 6.12% |
$1.17M - $1.32M
|
216K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
12.3K+ 1.84% |
$1.16M - $1.31M
|
682K
$54.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
12.3KNew |
$1.16M - $1.3M
|
12.3K
$986K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12.2K+ 37.79% |
$1.15M - $1.3M
|
44.5K
$3.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
12.1K+ 9.2% |
$1.15M - $1.29M
|
144K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.8K+ 532.94% |
$1.11M - $1.26M
|
14K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.7K+ 15.64% |
$1.1M - $1.25M
|
86.6K
$6.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11.7K+ 1.38% |
$1.1M - $1.24M
|
860K
$69.2M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.7K+ 10.22% |
$1.1M - $1.24M
|
126K
$10.1M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
11.6K+ 25.46% |
$1.1M - $1.24M
|
57.2K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
11.6K+ 39.92% |
$1.1M - $1.23M
|
40.7K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.6KNew |
$1.09M - $1.23M
|
11.6K
$933K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.6K+ 3.24% |
$1.09M - $1.23M
|
369K
$29.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
11.5K+ 5.26% |
$1.09M - $1.23M
|
231K
$18.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
11.5K+ 22.38% |
$1.09M - $1.22M
|
62.9K
$5.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.5K+ 11.86% |
$1.08M - $1.22M
|
108K
$8.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
11.4K+ 6.45% |
$1.08M - $1.22M
|
189K
$15.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.3K+ 24.71% |
$1.07M - $1.21M
|
57.2K
$4.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11K+ 9.18% |
$1.04M - $1.17M
|
131K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
11K+ 3.95% |
$1.04M - $1.17M
|
289K
$23.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10.8K+ 21.23% |
$1.02M - $1.15M
|
61.7K
$4.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
10.8K+ 9.53% |
$1.02M - $1.14M
|
124K
$9.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
10.6K+ 3.5% |
$1M - $1.13M
|
315K
$25.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
10.6K+ 9.44% |
$1M - $1.13M
|
123K
$9.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.5K+ 29.15% |
$993K - $1.12M
|
46.6K
$3.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.5K+ 8.66% |
$993K - $1.12M
|
132K
$10.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
10.5K+ 7.58% |
$992K - $1.12M
|
149K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
10.2K+ 15.57% |
$963K - $1.09M
|
75.7K
$6.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
10.2KNew |
$959K - $1.08M
|
10.2K
$818K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
10KNew |
$944K - $1.06M
|
10K
$805K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.89K+ 198.59% |
$934K - $1.05M
|
14.9K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.72KNew |
$917K - $1.03M
|
9.72K
$782K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
9.71KNew |
$916K - $1.03M
|
9.71K
$781K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.65K+ 12.8% |
$910K - $1.03M
|
85K
$6.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.59K+ 0.53% |
$905K - $1.02M
|
1.82M
$146M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
9.19K+ 12.49% |
$868K - $978K
|
82.8K
$6.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
9.17K+ 391.04% |
$865K - $976K
|
11.5K
$926K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
9K+ 16.57% |
$849K - $957K
|
63.3K
$5.09M
|