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 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.21K+ 3.97% |
$398K - $448K
|
110K
$8.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.19K+ 2.26% |
$396K - $446K
|
190K
$15.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.19K+ 121.06% |
$395K - $446K
|
7.65K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
4.12K+ 1.87% |
$389K - $438K
|
224K
$18M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
4.08K+ 2.55% |
$385K - $435K
|
165K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
3.98K+ 27.21% |
$376K - $424K
|
18.6K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.98K+ 7.46% |
$375K - $423K
|
57.3K
$4.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.94K+ 8.81% |
$371K - $419K
|
48.6K
$3.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.92K+ 18.98% |
$370K - $417K
|
24.6K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.89K+ 13.17% |
$367K - $414K
|
33.4K
$2.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.82KNew |
$361K - $407K
|
3.82K
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.75K+ 3.23% |
$354K - $399K
|
120K
$9.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.74K+ 10.68% |
$353K - $398K
|
38.8K
$3.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.68KNew |
$347K - $391K
|
3.68K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.68KNew |
$347K - $391K
|
3.68K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.66K+ 17.88% |
$345K - $390K
|
24.1K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
3.53K+ 2.61% |
$333K - $376K
|
139K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.5K+ 7.89% |
$330K - $372K
|
47.8K
$3.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
3.49K+ 1.6% |
$329K - $371K
|
222K
$17.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.44K+ 225.95% |
$325K - $366K
|
4.96K
$399K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
3.43K+ 32.69% |
$323K - $364K
|
13.9K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.42K+ 4.97% |
$323K - $364K
|
72.2K
$5.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.4KNew |
$321K - $362K
|
3.4K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3.38K+ 69.75% |
$319K - $359K
|
8.22K
$661K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.37KNew |
$318K - $359K
|
3.37K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
3.31K+ 5.33% |
$312K - $352K
|
65.3K
$5.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.27K+ 52.29% |
$309K - $348K
|
9.53K
$767K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.25K+ 3.05% |
$306K - $346K
|
110K
$8.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.24KNew |
$305K - $344K
|
3.24K
$260K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
3.23KNew |
$304K - $343K
|
3.23K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
3.22K+ 1.07% |
$304K - $343K
|
306K
$24.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
3.21K+ 8.13% |
$303K - $341K
|
42.7K
$3.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.17K+ 1.98% |
$299K - $338K
|
164K
$13.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.17K+ 4.23% |
$299K - $337K
|
78.1K
$6.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
3.17K+ 0.38% |
$299K - $337K
|
841K
$67.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 3.09% |
$299K - $337K
|
106K
$8.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.08KNew |
$290K - $327K
|
3.08K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.07K+ 50.98% |
$290K - $327K
|
9.1K
$732K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.06KNew |
$289K - $326K
|
3.06K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.03K+ 15.51% |
$286K - $322K
|
22.6K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.01K+ 5.66% |
$284K - $320K
|
56.1K
$4.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.98K+ 1.97% |
$281K - $317K
|
154K
$12.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
2.92K+ 1.6% |
$275K - $310K
|
185K
$14.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.88K+ 5.56% |
$272K - $306K
|
54.6K
$4.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.87K+ 29.7% |
$271K - $305K
|
12.5K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.86K+ 142.06% |
$270K - $305K
|
4.88K
$393K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.86K+ 1.77% |
$270K - $305K
|
165K
$13.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.85K+ 8.18% |
$269K - $303K
|
37.7K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.84K+ 3.22% |
$268K - $302K
|
91K
$7.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.83K+ 5.67% |
$267K - $301K
|
52.8K
$4.25M
|