Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) 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 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-168- 11.85% |
$9.84K - $11.1K
|
1.25K
$75.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-196- 4.46% |
$11.5K - $13K
|
4.2K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-212- 0.77% |
$12.4K - $14K
|
27.3K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-249- 3.56% |
$14.6K - $16.5K
|
6.75K
$406K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-300- 35.25% |
$17.6K - $19.8K
|
551
$33.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-302- 0.56% |
$17.7K - $20K
|
53.7K
$3.22M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-307- 1.22% |
$18K - $20.3K
|
24.9K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-315- 0.67% |
$18.5K - $20.8K
|
46.4K
$2.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-394- 2.88% |
$23.1K - $26.1K
|
13.3K
$798K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-415- 19.93% |
$24.3K - $27.4K
|
1.67K
$100K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-442- 1.26% |
$25.9K - $29.2K
|
34.6K
$2.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-458- 0.92% |
$26.8K - $30.3K
|
49.4K
$2.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-465- 3.01% |
$27.2K - $30.8K
|
15K
$900K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-523- 75.04% |
$30.6K - $34.6K
|
174
$10.5K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-525- 2.79% |
$30.8K - $34.7K
|
18.3K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-525- 4.74% |
$30.8K - $34.7K
|
10.5K
$634K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-530- 0.58% |
$31.1K - $35.1K
|
91K
$5.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-549- 0.21% |
$32.2K - $36.3K
|
258K
$15.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-556- 19.06% |
$32.6K - $36.8K
|
2.36K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-586- 5.86% |
$34.3K - $38.8K
|
9.42K
$566K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-608- 2.99% |
$35.6K - $40.2K
|
19.7K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-619- 5.1% |
$36.3K - $40.9K
|
11.5K
$693K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-646- 0.96% |
$37.8K - $42.7K
|
66.9K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-680- 1.67% |
$39.8K - $45K
|
40.1K
$2.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-716- 3.9% |
$42K - $47.4K
|
17.7K
$1.06M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-740- 1.43% |
$43.4K - $48.9K
|
50.9K
$3.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-783- 0.57% |
$45.9K - $51.8K
|
136K
$8.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-794- 4.07% |
$46.5K - $52.5K
|
18.7K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-800- 0.33% |
$46.9K - $52.9K
|
245K
$14.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-825- 13.43% |
$48.3K - $54.6K
|
5.32K
$320K
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-830- 7.4% |
$48.6K - $54.9K
|
10.4K
$624K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-837- 0.93% |
$49K - $55.4K
|
89.4K
$5.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-877- 4.03% |
$51.4K - $58K
|
20.9K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-930- 0.74% |
$54.5K - $61.5K
|
125K
$7.49M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-941- 18.35% |
$55.1K - $62.2K
|
4.19K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-949- 4.04% |
$55.6K - $62.8K
|
22.5K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.09K- 3.34% |
$63.9K - $72.2K
|
31.6K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.14K- 17.17% |
$66.7K - $75.3K
|
5.49K
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.25K- 4.75% |
$73.2K - $82.7K
|
25K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.26K- 12.58% |
$73.6K - $83.1K
|
8.74K
$525K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.33K- 9.85% |
$78K - $88K
|
12.2K
$732K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.39K- 1.36% |
$81.6K - $92.1K
|
101K
$6.08M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.45K- 15.44% |
$84.8K - $95.8K
|
7.93K
$476K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.47K- 10.46% |
$85.8K - $96.9K
|
12.5K
$753K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.6K- 52.35% |
$93.8K - $106K
|
1.46K
$87.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.68K- 2.35% |
$98.4K - $111K
|
69.9K
$4.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.83K- 0.93% |
$107K - $121K
|
196K
$11.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.89K- 0.14% |
$111K - $125K
|
1.32M
$79.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.91K- 1.6% |
$112K - $127K
|
118K
$7.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.94K- 13.87% |
$114K - $128K
|
12K
$723K
|