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 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.73K+ 5.06% |
$111K - $122K
|
35.9K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.72K+ 7.94% |
$110K - $121K
|
23.3K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
1.63K+ 2.47% |
$104K - $115K
|
67.6K
$4.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.63K+ 2.05% |
$104K - $114K
|
80.8K
$5.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.54K+ 7.41% |
$98.2K - $108K
|
22.3K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.25K+ 30.77% |
$79.9K - $88.1K
|
5.32K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.22K+ 21.19% |
$77.6K - $85.5K
|
6.95K
$468K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
857+ 1.74% |
$54.7K - $60.3K
|
50K
$3.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
778+ 7.89% |
$49.7K - $54.8K
|
10.6K
$716K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
769+ 13.79% |
$49.1K - $54.1K
|
6.35K
$427K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
712+ 1.26% |
$45.5K - $50.1K
|
57K
$3.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
535+ 16.24% |
$34.2K - $37.7K
|
3.83K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
356+ 0.59% |
$22.7K - $25.1K
|
60.6K
$4.08M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
338New |
$21.6K - $23.8K
|
338
$22.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
316+ 1.7% |
$20.2K - $22.2K
|
18.9K
$1.28M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
311+ 0.59% |
$19.9K - $21.9K
|
52.8K
$3.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
276New |
$17.6K - $19.4K
|
276
$18.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
219+ 429.41% |
$14K - $15.4K
|
270
$18.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
212+ 1.24% |
$13.5K - $14.9K
|
17.3K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
209+ 2.54% |
$13.3K - $14.7K
|
8.44K
$568K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
196+ 4.65% |
$12.5K - $13.8K
|
4.41K
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
164+ 3.97% |
$10.5K - $11.5K
|
4.3K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
156+ 3.57% |
$9.96K - $11K
|
4.53K
$305K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
132+ 2.51% |
$8.43K - $9.29K
|
5.39K
$363K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
117+ 0.92% |
$7.47K - $8.24K
|
12.8K
$860K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
105New |
$6.7K - $7.39K
|
105
$7.07K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
104+ 2.48% |
$6.64K - $7.32K
|
4.3K
$289K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
98+ 0.37% |
$6.26K - $6.9K
|
26.4K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
95+ 0.26% |
$6.07K - $6.69K
|
36.5K
$2.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
90New |
$5.75K - $6.34K
|
90
$6.06K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
90+ 195.65% |
$5.75K - $6.34K
|
136
$9.16K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
90+ 52.33% |
$5.75K - $6.34K
|
262
$17.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
80+ 0.69% |
$5.11K - $5.63K
|
11.8K
$792K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
58+ 0.87% |
$3.7K - $4.08K
|
6.74K
$454K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
24+ 0.25% |
$1.53K - $1.69K
|
9.51K
$641K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
23+ 0.09% |
$1.47K - $1.62K
|
24.3K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
19+ 0.55% |
$1.21K - $1.34K
|
3.48K
$235K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
18New |
$1.15K - $1.27K
|
18
$1.21K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
13+ 0.03% |
$830 - $915
|
40.8K
$2.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12+ 1.61% |
$766 - $845
|
758
$51.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
8+ 1.74% |
$511 - $563
|
468
$31.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3+ 0.05% |
$192 - $211
|
6.42K
$432K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.02% |
$63.9 - $70.4
|
6.23K
$419K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-18- 0.02% |
$1.15K - $1.27K
|
91K
$6.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-23- 0.32% |
$1.47K - $1.62K
|
7.09K
$478K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-40- 26.49% |
$2.55K - $2.82K
|
111
$7.48K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-42- 0.12% |
$2.68K - $2.96K
|
35.9K
$2.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-45- 0.42% |
$2.87K - $3.17K
|
10.8K
$725K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-60- 0.92% |
$3.83K - $4.22K
|
6.45K
$434K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-76- 0.47% |
$4.85K - $5.35K
|
16.1K
$1.09M
|