Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVDE)

AVDE Quotes by TradingView

This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) 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 07, 2025 Q4 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
37.1K
+ 1.54%
$2.26M - $2.47M
2.45M $159M
Feb 12, 2025 Q4 2024
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
35.3K
+ 15.14%
$2.15M - $2.36M
269K $17.5M
Jan 28, 2025 Q4 2024
Savant Capital, LLC

BUY
 -
35.2K
+ 12.29%
$2.14M - $2.34M
321K $20.9M
Feb 10, 2025 Q4 2024
Clearwater Capital Advisors, LLC

BUY
 -
34.1K
New
$2.07M - $2.27M
34.1K $2.22M
Feb 10, 2025 Q4 2024
Kestra Advisory Services, LLC

BUY
 -
33.3K
+ 114.25%
$2.03M - $2.22M
62.5K $4.07M
Feb 10, 2025 Q4 2024
L.K. Benson & Company, P.C.

Baltimore, MD
BUY
 -
31.7K
New
$1.93M - $2.11M
31.7K $2.06M
Jan 22, 2025 Q4 2024
Mc Lean Asset Management Corp

BUY
 -
30.3K
+ 32.43%
$1.84M - $2.02M
124K $8.05M
Feb 03, 2025 Q4 2024
Sunpointe, LLC

St. Louis, MO
BUY
 -
30.1K
New
$1.83M - $2.01M
30.1K $1.96M
Jan 13, 2025 Q4 2024
First National Bank Sioux Falls

BUY
 -
29.1K
+ 13.31%
$1.77M - $1.94M
248K $16.2M
Jan 31, 2025 Q4 2024
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
28.8K
+ 10.84%
$1.76M - $1.92M
295K $19.2M
Feb 11, 2025 Q4 2024
Clune & Associates, Ltd.

Chicago, IL
BUY
 -
27.4K
New
$1.67M - $1.83M
27.4K $1.79M
Jan 31, 2025 Q4 2024
Pacific Life Fund Advisors LLC

Newport Beach, CA
BUY
 -
26.1K
+ 4.03%
$1.59M - $1.74M
675K $44M
Jan 22, 2025 Q4 2024
Bwm Planning, LLC

The Woodlands, TX
BUY
 -
26K
+ 21.43%
$1.58M - $1.73M
147K $9.59M
Feb 04, 2025 Q4 2024
Cwm, LLC

BUY
 -
24.6K
+ 4.49%
$1.5M - $1.64M
573K $37.3M
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
23.7K
New
$1.44M - $1.58M
23.7K $1.54M
Jan 28, 2025 Q4 2024
Austin Asset Management CO Inc

BUY
 -
23.2K
+ 50.87%
$1.41M - $1.55M
68.8K $4.48M
Feb 04, 2025 Q4 2024
B&D White Capital Company, LLC

BUY
 -
23K
+ 43.82%
$1.4M - $1.53M
75.5K $4.92M
Jan 28, 2025 Q4 2024
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
22.4K
New
$1.37M - $1.5M
22.4K $1.46M
Jan 27, 2025 Q4 2024
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
21.5K
+ 9.55%
$1.31M - $1.43M
246K $16M
Feb 10, 2025 Q4 2024
Poinciana Advisors Group, LLC

Palm Beach Gardens, FL
BUY
 -
21.3K
New
$1.29M - $1.42M
21.3K $1.38M
Feb 13, 2025 Q4 2024
Townsquare Capital LLC

BUY
 -
20.8K
New
$1.27M - $1.39M
20.8K $1.36M
Jan 24, 2025 Q4 2024
Stephens Consulting, LLC

Flint, MI
BUY
 -
20.3K
+ 13.79%
$1.24M - $1.36M
168K $10.9M
Feb 12, 2025 Q4 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
19.6K
+ 12.85%
$1.19M - $1.31M
172K $11.2M
Jan 29, 2025 Q4 2024
Paladin Wealth, LLC

Arden Hills, MN
BUY
 -
19.3K
New
$1.18M - $1.29M
19.3K $1.26M
Jan 28, 2025 Q4 2024
Aurelius Family Office LLC

Bedford, NH
BUY
 -
18.9K
New
$1.15M - $1.26M
18.9K $1.23M
Jan 07, 2025 Q4 2024
Cva Family Office, LLC

BUY
 -
18.7K
+ 12.52%
$1.14M - $1.25M
168K $10.9M
Jan 30, 2025 Q4 2024
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
18.6K
+ 43.59%
$1.13M - $1.24M
61.3K $3.99M
Jan 24, 2025 Q4 2024
Symphony Financial, Ltd. Co.

BUY
 -
18.6K
+ 10.73%
$1.13M - $1.24M
191K $12.5M
Feb 07, 2025 Q4 2024
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
18.6K
New
$1.13M - $1.24M
18.6K $1.21M
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
18K
+ 37.79%
$1.09M - $1.2M
65.5K $4.27M
Feb 05, 2025 Q4 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
17K
+ 6.85%
$1.03M - $1.13M
265K $17.2M
Feb 06, 2025 Q4 2024
Wmg Financial Advisors, LLC

BUY
 -
16.8K
+ 8.72%
$1.02M - $1.12M
209K $13.6M
Jan 28, 2025 Q4 2024
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
16.7K
+ 5.2%
$1.02M - $1.11M
338K $22M
Jan 22, 2025 Q4 2024
Falcon Wealth Planning

BUY
 -
16K
+ 33.28%
$971K - $1.06M
63.9K $4.16M
Jan 21, 2025 Q4 2024
Echo Wealth Management, LLC

BUY
 -
15.9K
+ 9.63%
$966K - $1.06M
181K $11.8M
Jan 29, 2025 Q4 2024
Bcr Wealth Strategies, LLC

BUY
 -
15.8K
+ 4.99%
$965K - $1.06M
333K $21.7M
Jan 30, 2025 Q4 2024
Highland Financial Advisors, LLC

BUY
 -
15.6K
+ 5.03%
$952K - $1.04M
326K $21.2M
Feb 10, 2025 Q4 2024
Iag Wealth Partners, LLC

BUY
 -
15.4K
+ 8.75%
$941K - $1.03M
192K $12.5M
Jan 14, 2025 Q4 2024
Websterrogers Financial Advisors, LLC

BUY
 -
15.1K
+ 7.63%
$919K - $1.01M
213K $13.9M
Feb 13, 2025 Q4 2024
First Trust Advisors LP

Wheaton, IL
BUY
 -
15K
New
$913K - $999K
15K $976K
Feb 11, 2025 Q4 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
14.2K
+ 62.37%
$863K - $945K
36.9K $2.4M
Feb 11, 2025 Q4 2024
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
14K
+ 60.18%
$852K - $933K
37.2K $2.43M
Feb 05, 2025 Q4 2024
Private Capital Management LLC

BUY
 -
13.6K
+ 50.45%
$826K - $905K
40.5K $2.64M
Feb 05, 2025 Q4 2024
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
13.6K
New
$826K - $904K
13.6K $883K
Jan 14, 2025 Q4 2024
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
12.8K
New
$782K - $857K
12.8K $837K
Jan 22, 2025 Q4 2024
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
12.8K
New
$778K - $852K
12.8K $832K
Feb 03, 2025 Q4 2024
Advyzon Investment Management, LLC

Lisle, IL
BUY
 -
12.5K
New
$764K - $836K
12.5K $817K
Jan 15, 2025 Q4 2024
Krilogy Financial LLC

BUY
 -
12.3K
+ 4.23%
$749K - $820K
303K $19.7M
Jan 06, 2025 Q4 2024
Ridgeline Wealth, LLC

Mesa, AZ
BUY
 -
12.1K
New
$738K - $808K
12.1K $789K

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