Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC) 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 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
28.8K+ 22.83% |
$1.52M - $1.72M
|
155K
$8.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
26.1KNew |
$1.37M - $1.55M
|
26.1K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
11.6K+ 24.93% |
$614K - $694K
|
58.4K
$3.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.69K+ 3.54% |
$300K - $339K
|
166K
$9.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
5.44K+ 4.82% |
$286K - $324K
|
118K
$6.63M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
4.24KNew |
$224K - $253K
|
4.24K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.25K+ 36.79% |
$171K - $194K
|
12.1K
$678K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.75K+ 6.5% |
$145K - $164K
|
45K
$2.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.44K+ 5.63% |
$129K - $146K
|
45.9K
$2.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.17K+ 5.03% |
$61.6K - $69.6K
|
24.4K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
946+ 6.97% |
$49.9K - $56.4K
|
14.5K
$815K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
824+ 0.85% |
$43.4K - $49.1K
|
98.2K
$5.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
653+ 9.27% |
$34.4K - $38.9K
|
7.7K
$432K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
467New |
$24.6K - $27.8K
|
467
$26.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
340+ 2.11% |
$17.9K - $20.3K
|
16.5K
$923K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
81New |
$4.27K - $4.83K
|
81
$4.54K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.03% |
$158 - $179
|
8.71K
$488K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-245- 6.02% |
$12.9K - $14.6K
|
3.83K
$215K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-958- 10.68% |
$50.5K - $57.1K
|
8.01K
$449K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-25K- 73.33% |
$1.31M - $1.49M
|
9.07K
$509K
|