Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVDE)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.47K- 99.93% |
$89.5K - $98K
|
1
$65.9
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.7K- 0.82% |
$104K - $114K
|
206K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.82K- 4.1% |
$111K - $121K
|
42.5K
$2.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.92K- 5.97% |
$117K - $128K
|
30.2K
$1.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-2.05K- 1.68% |
$125K - $137K
|
120K
$7.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.47K- 95.3% |
$151K - $165K
|
122
$8.04K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-2.67K- 1.38% |
$162K - $178K
|
191K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.95K- 0.76% |
$180K - $197K
|
388K
$25.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.69K- 52.99% |
$225K - $246K
|
3.28K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.76K- 3.27% |
$229K - $250K
|
111K
$7.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-3.79K- 5.46% |
$231K - $252K
|
65.5K
$4.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.49K- 3.52% |
$274K - $300K
|
123K
$8.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-4.5K- 17.34% |
$274K - $300K
|
21.4K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.94K- 48.72% |
$301K - $329K
|
5.2K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.15K- 9.6% |
$314K - $344K
|
48.5K
$3.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5.23K- 19.44% |
$318K - $348K
|
21.7K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.5K- 8.71% |
$335K - $367K
|
57.6K
$3.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-6.28K- 1.05% |
$382K - $419K
|
591K
$38.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6.46K- 48.48% |
$393K - $431K
|
6.87K
$452K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-6.66K- 18.19% |
$406K - $444K
|
30K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.76K- 28.21% |
$472K - $517K
|
19.7K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.11K- 1.96% |
$494K - $541K
|
405K
$26.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-8.19K- 6.17% |
$499K - $546K
|
125K
$8.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.23K- 34.16% |
$501K - $549K
|
15.9K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-18.2K- 10.68% |
$1.11M - $1.21M
|
152K
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-19.7K- 26.08% |
$1.2M - $1.32M
|
55.9K
$3.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-19.8K- 6.95% |
$1.2M - $1.32M
|
264K
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-30.4K- 57.71% |
$1.85M - $2.03M
|
22.3K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-31.5K- 48.63% |
$1.92M - $2.1M
|
33.3K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-32.6K- 4.12% |
$1.98M - $2.17M
|
757K
$49.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-39.1K- 67.83% |
$2.38M - $2.61M
|
18.6K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-40.4K- 10.82% |
$2.46M - $2.7M
|
333K
$22M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-44.5K- 34.68% |
$2.71M - $2.97M
|
83.9K
$5.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-572K- 76.31% |
$34.8M - $38.1M
|
177K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-825K- 14.33% |
$50.3M - $55M
|
4.94M
$325M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-916K- 98.37% |
$55.8M - $61.1M
|
15.2K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-6.01M- 98.29% |
$366M - $401M
|
105K
$6.9M
|