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
$665M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
498KNew |
$31.8M - $35.1M
|
498K
$33.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
311KNew |
$19.9M - $21.9M
|
311K
$20.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
250KNew |
$15.9M - $17.6M
|
250K
$16.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
249K+ 6408.01% |
$15.9M - $17.5M
|
253K
$17M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
149K+ 10.87% |
$9.49M - $10.5M
|
1.52M
$102M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
144K+ 4324.79% |
$9.18M - $10.1M
|
147K
$9.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
136KNew |
$8.71M - $9.6M
|
136K
$9.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
117KNew |
$7.48M - $8.25M
|
117K
$7.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
105K+ 23.45% |
$6.69M - $7.38M
|
552K
$37.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
93.7K+ 156.31% |
$5.99M - $6.6M
|
154K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
92K+ 45533.66% |
$5.87M - $6.48M
|
92.2K
$6.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
85.9K+ 3.66% |
$5.48M - $6.05M
|
2.43M
$164M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
73.3KNew |
$4.68M - $5.16M
|
73.3K
$4.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
65.8K+ 30.43% |
$4.2M - $4.63M
|
282K
$19M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
63.1K+ 7.64% |
$4.03M - $4.44M
|
890K
$59.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
60.3KNew |
$3.85M - $4.25M
|
60.3K
$4.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
57.7K+ 12.7% |
$3.68M - $4.06M
|
512K
$34.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
50KNew |
$3.19M - $3.52M
|
50K
$3.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
49.1K+ 8.64% |
$3.13M - $3.46M
|
617K
$41.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
47.9K+ 12.44% |
$3.06M - $3.37M
|
433K
$29.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
42.2KNew |
$2.69M - $2.97M
|
42.2K
$2.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
39.5K+ 5.92% |
$2.52M - $2.78M
|
707K
$47.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
33.7KNew |
$2.15M - $2.37M
|
33.7K
$2.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
31.7K+ 18.66% |
$2.02M - $2.23M
|
201K
$13.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
30K+ 27.79% |
$1.91M - $2.11M
|
138K
$9.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
27K+ 14.58% |
$1.73M - $1.9M
|
212K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
25.7K+ 81.96% |
$1.64M - $1.81M
|
57.1K
$3.85M
|
|
|
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
$35.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
24.6K+ 11.29% |
$1.57M - $1.73M
|
243K
$16.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
23.1K+ 25.3% |
$1.47M - $1.63M
|
114K
$7.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
21.9K+ 9.08% |
$1.4M - $1.54M
|
263K
$17.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.4K+ 14.81% |
$1.37M - $1.51M
|
166K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
20.1KNew |
$1.28M - $1.41M
|
20.1K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
20K+ 17.31% |
$1.28M - $1.41M
|
136K
$9.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
19.1K+ 6.77% |
$1.22M - $1.35M
|
302K
$20.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
19.1K+ 26.31% |
$1.22M - $1.34M
|
91.6K
$6.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
18.8K+ 3.99% |
$1.2M - $1.32M
|
488K
$32.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
18.5KNew |
$1.18M - $1.3M
|
18.5K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16.8K+ 18.19% |
$1.08M - $1.19M
|
109K
$7.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16.8K+ 2.65% |
$1.07M - $1.18M
|
649K
$43.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
14.8K+ 4.96% |
$944K - $1.04M
|
313K
$21.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
13.9K+ 6.82% |
$885K - $975K
|
217K
$14.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
13.2KNew |
$840K - $927K
|
13.2K
$887K
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
12.9K+ 9.67% |
$823K - $908K
|
146K
$9.85M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12.3K+ 23.48% |
$786K - $867K
|
64.7K
$4.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
11.9K+ 11.91% |
$758K - $836K
|
112K
$7.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
11.6K+ 4.94% |
$742K - $818K
|
247K
$16.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
11.5KNew |
$736K - $811K
|
11.5K
$776K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
9.92K+ 13.09% |
$633K - $698K
|
85.7K
$5.77M
|