Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) 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 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.1M+ 4382.94% |
$45.2M - $51.7M
|
1.13M
$49M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
125KNew |
$5.13M - $5.86M
|
125K
$5.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
119K+ 11.13% |
$4.88M - $5.58M
|
1.19M
$51.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
111KNew |
$4.54M - $5.19M
|
111K
$4.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
78.1K+ 29.51% |
$3.2M - $3.66M
|
343K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
73.7KNew |
$3.02M - $3.46M
|
73.7K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
61KNew |
$2.5M - $2.86M
|
61K
$2.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.8K+ 43.69% |
$1.92M - $2.19M
|
154K
$6.69M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
39.5K+ 14.02% |
$1.62M - $1.85M
|
322K
$14M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
35.2KNew |
$1.44M - $1.65M
|
35.2K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
32.8K+ 4.48% |
$1.34M - $1.54M
|
764K
$33.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
24.3K+ 43.32% |
$996K - $1.14M
|
80.3K
$3.49M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
22.1K+ 7.87% |
$907K - $1.04M
|
303K
$13.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
22.1KNew |
$905K - $1.04M
|
22.1K
$959K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
19.7KNew |
$809K - $925K
|
19.7K
$857K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
19.1K+ 6.76% |
$783K - $895K
|
301K
$13.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
16.6K+ 8.58% |
$679K - $776K
|
210K
$9.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
16.1K+ 8.4% |
$662K - $757K
|
208K
$9.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15K+ 240.44% |
$617K - $706K
|
21.3K
$926K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14.9KNew |
$613K - $701K
|
14.9K
$650K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.6K+ 10.45% |
$597K - $683K
|
154K
$6.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
13.7KNew |
$562K - $643K
|
13.7K
$596K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
13.6K+ 4.96% |
$559K - $639K
|
288K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.1K+ 83.5% |
$539K - $616K
|
28.9K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.7K+ 20.61% |
$480K - $549K
|
68.5K
$2.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.7KNew |
$479K - $548K
|
11.7K
$508K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
11.4K+ 5.66% |
$469K - $537K
|
213K
$9.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
10.9KNew |
$447K - $511K
|
10.9K
$474K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
9.94K+ 6.71% |
$408K - $466K
|
158K
$6.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
9.1KNew |
$374K - $427K
|
9.1K
$396K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
8.33KNew |
$342K - $391K
|
8.33K
$362K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.52K+ 6.75% |
$268K - $306K
|
103K
$4.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.51K+ 12.36% |
$267K - $305K
|
59.1K
$2.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.3K+ 7.21% |
$258K - $295K
|
93.7K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.99K+ 4.67% |
$246K - $281K
|
134K
$5.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.76K+ 181.51% |
$236K - $270K
|
8.94K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.69KNew |
$233K - $267K
|
5.69K
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.45K+ 42.79% |
$224K - $256K
|
18.2K
$791K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.36K+ 4.81% |
$220K - $251K
|
117K
$5.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.18K+ 5.98% |
$213K - $243K
|
91.9K
$3.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
4.94KNew |
$203K - $232K
|
4.94K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.93KNew |
$202K - $231K
|
4.93K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.85K+ 953.24% |
$199K - $228K
|
5.36K
$233K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.77K+ 9.93% |
$196K - $224K
|
52.8K
$2.29M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
4.43K+ 4.49% |
$182K - $208K
|
103K
$4.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
3.99K+ 1.42% |
$164K - $187K
|
285K
$12.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.29K+ 1.77% |
$135K - $155K
|
189K
$8.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.96K+ 15.16% |
$121K - $139K
|
22.5K
$978K
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
2.75K+ 0.88% |
$113K - $129K
|
314K
$13.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.69K+ 12.19% |
$110K - $126K
|
24.8K
$1.08M
|