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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.07K+ 10.96% |
$267K - $302K
|
51.3K
$2.73M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
4.24KNew |
$224K - $253K
|
4.24K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.01K+ 6.64% |
$211K - $239K
|
64.5K
$3.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
4KNew |
$211K - $239K
|
4K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.93KNew |
$207K - $234K
|
3.93K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.69KNew |
$194K - $220K
|
3.69K
$196K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.45K+ 6.65% |
$182K - $206K
|
55.4K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.25K+ 36.79% |
$171K - $194K
|
12.1K
$642K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.25KNew |
$171K - $193K
|
3.25K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.13K+ 8.45% |
$165K - $187K
|
40.2K
$2.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
3.12K+ 20.34% |
$164K - $186K
|
18.5K
$980K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.75K+ 6.5% |
$145K - $164K
|
45K
$2.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.44K+ 5.63% |
$129K - $146K
|
45.9K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2.01KNew |
$106K - $120K
|
2.01K
$107K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 16790.0% |
$88.5K - $100K
|
1.69K
$89.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.17K+ 5.03% |
$61.6K - $69.6K
|
24.4K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.14K+ 6.21% |
$59.9K - $67.7K
|
19.4K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
968New |
$51K - $57.7K
|
968
$51.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
946+ 6.97% |
$49.9K - $56.4K
|
14.5K
$772K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
824+ 0.85% |
$43.4K - $49.1K
|
98.2K
$5.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
653+ 9.27% |
$34.4K - $38.9K
|
7.7K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
650+ 2.41% |
$34.3K - $38.7K
|
27.7K
$1.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
641+ 7.27% |
$33.8K - $38.2K
|
9.45K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
605+ 12.37% |
$31.9K - $36K
|
5.5K
$292K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
604+ 156.88% |
$31.8K - $36K
|
989
$52.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
589+ 2.33% |
$31K - $35.1K
|
25.9K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
467New |
$24.6K - $27.8K
|
467
$24.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
458+ 6.3% |
$24.1K - $27.3K
|
7.73K
$410K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
455+ 11.75% |
$24K - $27.1K
|
4.33K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
420+ 1.78% |
$22.1K - $25K
|
24K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
361+ 4.63% |
$19K - $21.5K
|
8.15K
$433K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
340+ 2.11% |
$17.9K - $20.3K
|
16.5K
$874K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
263New |
$13.9K - $15.7K
|
263
$14K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
233+ 647.22% |
$12.3K - $13.9K
|
269
$14.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
208+ 5.55% |
$11K - $12.4K
|
3.95K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
199New |
$10.5K - $11.9K
|
199
$10.6K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
187New |
$9.85K - $11.1K
|
187
$9.93K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
126+ 0.72% |
$6.64K - $7.51K
|
17.6K
$933K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
97New |
$5.11K - $5.78K
|
97
$5.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
95+ 0.44% |
$5.01K - $5.66K
|
21.7K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
84New |
$4.43K - $5K
|
84
$4.46K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
81New |
$4.27K - $4.83K
|
81
$4.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
53New |
$2.79K - $3.16K
|
53
$2.82K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
40New |
$2.11K - $2.38K
|
40
$2.12K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
35New |
$1.84K - $2.08K
|
35
$1.86K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
17+ 0.18% |
$896 - $1.01K
|
9.6K
$510K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
15+ 0.24% |
$791 - $894
|
6.34K
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
6+ 0.01% |
$316 - $357
|
86.4K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3+ 0.31% |
$158 - $179
|
960
$51K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.03% |
$158 - $179
|
8.71K
$462K
|