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 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.5% |
$52.7 - $59.6
|
201
$10.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-13- 8.44% |
$685 - $774
|
141
$7.49K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-18- 0.35% |
$949 - $1.07K
|
5.11K
$271K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-37- 0.62% |
$1.95K - $2.2K
|
5.98K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-50- 1.16% |
$2.64K - $2.98K
|
4.28K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-64- 15.65% |
$3.37K - $3.81K
|
345
$18.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-123- 1.63% |
$6.48K - $7.33K
|
7.43K
$395K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-245- 6.02% |
$12.9K - $14.6K
|
3.83K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-539- 2.28% |
$28.4K - $32.1K
|
23.1K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-610- 4.62% |
$32.1K - $36.3K
|
12.6K
$668K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-731- 2.4% |
$38.5K - $43.5K
|
29.7K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-958- 10.68% |
$50.5K - $57.1K
|
8.01K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-979- 5.62% |
$51.6K - $58.3K
|
16.4K
$873K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.16K- 32.95% |
$61K - $69K
|
2.36K
$125K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.27K- 4.58% |
$66.9K - $75.7K
|
26.4K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.58K- 1.25% |
$83.2K - $94K
|
124K
$6.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.89K- 15.81% |
$152K - $172K
|
15.4K
$817K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-4.43K- 19.49% |
$233K - $264K
|
18.3K
$971K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.64K- 3.56% |
$455K - $515K
|
234K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.1K- 6.3% |
$585K - $661K
|
165K
$8.77M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-20.8K- 8.2% |
$1.09M - $1.24M
|
232K
$12.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-25K- 73.33% |
$1.31M - $1.49M
|
9.07K
$482K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-36.4K- 21.86% |
$1.92M - $2.17M
|
130K
$6.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.8K- 99.69% |
$2.1M - $2.37M
|
123
$6.53K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41.3K- 81.43% |
$2.18M - $2.46M
|
9.41K
$500K
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-120K- 44.83% |
$6.31M - $7.14M
|
147K
$7.83M
|