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 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.94KNew |
$843K - $951K
|
8.94K
$719K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.87K+ 2.43% |
$837K - $944K
|
373K
$30M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8.85K+ 4.51% |
$835K - $941K
|
205K
$16.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
8.85K+ 19.58% |
$835K - $941K
|
54K
$4.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
8.76KNew |
$826K - $932K
|
8.76K
$705K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
8.76K+ 40.24% |
$826K - $932K
|
30.5K
$2.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8.69K+ 4.36% |
$820K - $924K
|
208K
$16.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8.66K+ 64.81% |
$817K - $921K
|
22K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
8.57K+ 5.29% |
$809K - $912K
|
171K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8.34K+ 23.66% |
$787K - $887K
|
43.6K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8.24K+ 8.49% |
$777K - $876K
|
105K
$8.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.05K+ 10.2% |
$760K - $857K
|
87K
$7M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.99K+ 6.59% |
$754K - $850K
|
129K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.86K+ 1.51% |
$742K - $836K
|
528K
$42.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
7.85KNew |
$741K - $835K
|
7.85K
$632K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
7.83K+ 3.6% |
$739K - $833K
|
225K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.8K+ 156.53% |
$736K - $830K
|
12.8K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.78K+ 19.4% |
$734K - $828K
|
47.9K
$3.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.75K+ 14.12% |
$732K - $825K
|
62.7K
$5.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.74K+ 4.83% |
$730K - $823K
|
168K
$13.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7.72K+ 10.23% |
$728K - $821K
|
83.2K
$6.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
7.57K+ 39.84% |
$715K - $806K
|
26.6K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
7.54K+ 228.22% |
$711K - $802K
|
10.8K
$872K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7.54K+ 12.0% |
$711K - $802K
|
70.4K
$5.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.46K+ 148.45% |
$704K - $794K
|
12.5K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.35K+ 24.14% |
$694K - $782K
|
37.8K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.28K+ 7.63% |
$687K - $775K
|
103K
$8.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7.23K+ 524.0% |
$682K - $769K
|
8.61K
$692K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
7.17K+ 9.77% |
$677K - $763K
|
80.6K
$6.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.17K+ 13.26% |
$677K - $763K
|
61.2K
$4.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.16K+ 3.82% |
$676K - $762K
|
194K
$15.6M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
7.13KNew |
$673K - $759K
|
7.13K
$574K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.06KNew |
$666K - $751K
|
7.06K
$568K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.04KNew |
$664K - $749K
|
7.04K
$566K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6.99K+ 8.73% |
$660K - $744K
|
87.1K
$7.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
6.99K+ 4.78% |
$660K - $744K
|
153K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.93K+ 30.01% |
$654K - $738K
|
30K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.87K+ 4.62% |
$649K - $731K
|
156K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
6.81K+ 19.99% |
$643K - $725K
|
40.9K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
6.81K+ 0.93% |
$643K - $725K
|
736K
$59.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6.77K+ 14.74% |
$638K - $720K
|
52.7K
$4.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.75K+ 5.31% |
$637K - $718K
|
134K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
6.7K+ 6.64% |
$632K - $713K
|
108K
$8.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
6.69K+ 5.66% |
$631K - $711K
|
125K
$10M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6.66K+ 11.21% |
$629K - $709K
|
66.1K
$5.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
6.6K+ 53.94% |
$622K - $702K
|
18.8K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
6.49K+ 40.37% |
$613K - $691K
|
22.6K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.48K+ 81.93% |
$612K - $690K
|
14.4K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.3K+ 22.48% |
$594K - $670K
|
34.3K
$2.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.24K+ 25.27% |
$589K - $664K
|
31K
$2.49M
|