Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) 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 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
956K+ 10.71% |
$61M - $67.3M
|
9.88M
$651M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
250KNew |
$15.9M - $17.6M
|
250K
$16.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
249K+ 6408.01% |
$15.9M - $17.5M
|
253K
$16.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
149K+ 10.87% |
$9.49M - $10.5M
|
1.52M
$99.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
144K+ 4324.79% |
$9.18M - $10.1M
|
147K
$9.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
136KNew |
$8.71M - $9.6M
|
136K
$8.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
105K+ 23.45% |
$6.69M - $7.38M
|
552K
$36.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
65.8K+ 30.43% |
$4.2M - $4.63M
|
282K
$18.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
63.1K+ 7.64% |
$4.03M - $4.44M
|
890K
$58.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
60.3KNew |
$3.85M - $4.25M
|
60.3K
$3.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
57.7K+ 12.7% |
$3.68M - $4.06M
|
512K
$33.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
50KNew |
$3.19M - $3.52M
|
50K
$3.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
49.1K+ 8.64% |
$3.13M - $3.46M
|
617K
$40.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
47.9K+ 12.44% |
$3.06M - $3.37M
|
433K
$28.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
39.5K+ 5.92% |
$2.52M - $2.78M
|
707K
$46.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
33.7KNew |
$2.15M - $2.37M
|
33.7K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
30K+ 27.79% |
$1.91M - $2.11M
|
138K
$9.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
27K+ 14.58% |
$1.73M - $1.9M
|
212K
$14M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25.6K+ 5.1% |
$1.63M - $1.8M
|
527K
$34.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
24.6K+ 11.29% |
$1.57M - $1.73M
|
243K
$16M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
23.1K+ 25.3% |
$1.47M - $1.63M
|
114K
$7.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.4K+ 14.81% |
$1.37M - $1.51M
|
166K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
20.1KNew |
$1.28M - $1.41M
|
20.1K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
20K+ 17.31% |
$1.28M - $1.41M
|
136K
$8.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
19.1K+ 26.31% |
$1.22M - $1.34M
|
91.6K
$6.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
18.8K+ 3.99% |
$1.2M - $1.32M
|
488K
$32.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
18.5KNew |
$1.18M - $1.3M
|
18.5K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16.8K+ 18.19% |
$1.08M - $1.19M
|
109K
$7.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16.8K+ 2.65% |
$1.07M - $1.18M
|
649K
$42.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
14.8K+ 4.96% |
$944K - $1.04M
|
313K
$20.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
13.9K+ 6.82% |
$885K - $975K
|
217K
$14.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12.3K+ 23.48% |
$786K - $867K
|
64.7K
$4.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
11.6K+ 4.94% |
$742K - $818K
|
247K
$16.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
11.5KNew |
$736K - $811K
|
11.5K
$759K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
9.92K+ 13.09% |
$633K - $698K
|
85.7K
$5.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9.89K+ 7.07% |
$632K - $696K
|
150K
$9.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.82KNew |
$627K - $692K
|
9.82K
$647K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.77KNew |
$624K - $688K
|
9.77K
$643K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
9.44KNew |
$603K - $664K
|
9.44K
$622K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
8.13KNew |
$519K - $572K
|
8.13K
$536K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
7.86K+ 9.11% |
$502K - $553K
|
94.1K
$6.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.49K+ 27.4% |
$478K - $527K
|
34.8K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
7.3KNew |
$466K - $514K
|
7.3K
$481K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7.03K+ 14.82% |
$449K - $495K
|
54.5K
$3.59M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
6.65K+ 12.09% |
$425K - $468K
|
61.6K
$4.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
6.59K+ 5.58% |
$421K - $464K
|
125K
$8.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
6.44K+ 1.88% |
$411K - $453K
|
348K
$23M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
6.3K+ 3.96% |
$402K - $443K
|
165K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
6.23K+ 3.02% |
$397K - $438K
|
212K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6.13K+ 4.47% |
$391K - $431K
|
143K
$9.44M
|