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 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.45K+ 3.62% |
$100K - $115K
|
70.1K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.08K+ 7.79% |
$85.3K - $97.5K
|
28.8K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
1.97K+ 2.71% |
$80.9K - $92.5K
|
74.7K
$3.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.88KNew |
$77.1K - $88.1K
|
1.88K
$81.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.86K+ 276.75% |
$76.2K - $87.1K
|
2.53K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.79K+ 3.18% |
$73.2K - $83.7K
|
57.8K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.74K+ 22.83% |
$71.6K - $81.8K
|
9.38K
$408K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.68K+ 2.44% |
$68.8K - $78.7K
|
70.4K
$3.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.59K+ 10.1% |
$65.3K - $74.7K
|
17.4K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.19K+ 15.33% |
$48.9K - $56K
|
8.98K
$390K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.09KNew |
$44.6K - $51K
|
1.09K
$47.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
926+ 5.2% |
$38K - $43.4K
|
18.7K
$814K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
696+ 3.52% |
$28.6K - $32.6K
|
20.5K
$889K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
456+ 152.0% |
$18.7K - $21.4K
|
756
$32.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
444+ 1.6% |
$18.2K - $20.8K
|
28.3K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
442+ 7.81% |
$18.1K - $20.7K
|
6.1K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
424+ 0.8% |
$17.4K - $19.9K
|
53.2K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
417+ 3.3% |
$17.1K - $19.6K
|
13K
$567K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
366+ 1.3% |
$15K - $17.2K
|
28.6K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
278New |
$11.4K - $13K
|
278
$12.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
267+ 2.49% |
$11K - $12.5K
|
11K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
251+ 0.44% |
$10.3K - $11.8K
|
57.7K
$2.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
173+ 0.81% |
$7.1K - $8.12K
|
21.7K
$941K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
172+ 1.43% |
$7.06K - $8.07K
|
12.2K
$529K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
70+ 1.26% |
$2.87K - $3.28K
|
5.61K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
49+ 7.75% |
$2.01K - $2.3K
|
681
$29.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21New |
$862 - $985
|
21
$913
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-25- 0.54% |
$1.03K - $1.17K
|
4.59K
$200K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-88- 1.2% |
$3.61K - $4.13K
|
7.22K
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-108- 14.73% |
$4.43K - $5.07K
|
625
$27.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-123- 99.19% |
$5.05K - $5.77K
|
1
$43.5
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-125- 1.76% |
$5.13K - $5.86K
|
6.98K
$303K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-211- 2.59% |
$8.66K - $9.9K
|
7.92K
$344K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-230- 3.77% |
$9.44K - $10.8K
|
5.87K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-283- 2.25% |
$11.6K - $13.3K
|
12.3K
$535K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-303- 0.36% |
$12.4K - $14.2K
|
83.9K
$3.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-332- 2.84% |
$13.6K - $15.6K
|
11.4K
$493K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-441- 1.83% |
$18.1K - $20.7K
|
23.7K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-485- 9.73% |
$19.9K - $22.8K
|
4.5K
$196K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-508- 8.13% |
$20.8K - $23.8K
|
5.74K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-730- 0.6% |
$30K - $34.2K
|
121K
$5.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.85K- 79.84% |
$76K - $86.9K
|
468
$20.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.99K- 3.79% |
$81.4K - $93.1K
|
50.4K
$2.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-2.34K- 28.06% |
$95.8K - $110K
|
5.99K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.09K- 81.27% |
$127K - $145K
|
713
$31K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.32K- 98.63% |
$136K - $156K
|
46
$2K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.58K- 1.5% |
$147K - $168K
|
235K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.27K- 1.95% |
$175K - $200K
|
214K
$9.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-5.83K- 3.67% |
$239K - $273K
|
153K
$6.65M
|