Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVSU)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSU) 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 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45.5K+ 92.86% |
$2.92M - $3.16M
|
94.4K
$5.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
17.5K+ 58.71% |
$1.13M - $1.22M
|
47.3K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
16.6KNew |
$1.07M - $1.15M
|
16.6K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.5KNew |
$934K - $1.01M
|
14.5K
$907K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.2KNew |
$786K - $851K
|
12.2K
$763K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
10.3K+ 41.5% |
$660K - $714K
|
35K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
8.96KNew |
$576K - $623K
|
8.96K
$559K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
8.92K+ 2.87% |
$574K - $621K
|
319K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.78K+ 54.12% |
$307K - $332K
|
13.6K
$848K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.58K+ 7.69% |
$294K - $318K
|
64.1K
$4M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.91K+ 4.07% |
$251K - $272K
|
100K
$6.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
3.44K+ 37.61% |
$221K - $239K
|
12.6K
$785K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.15KNew |
$203K - $219K
|
3.15K
$197K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.89K+ 1.81% |
$186K - $201K
|
163K
$10.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
2.38K+ 41.03% |
$153K - $165K
|
8.17K
$510K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.15KNew |
$138K - $149K
|
2.15K
$134K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.12KNew |
$136K - $147K
|
2.12K
$132K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.05K+ 59.01% |
$132K - $143K
|
5.52K
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.87K+ 19.32% |
$120K - $130K
|
11.6K
$721K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.87K+ 19.32% |
$120K - $130K
|
11.6K
$721K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.54KNew |
$99K - $107K
|
1.54K
$96.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.28K+ 147.8% |
$82.1K - $88.9K
|
2.14K
$134K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
935+ 27.58% |
$60.1K - $65.1K
|
4.33K
$270K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
931+ 7.98% |
$59.9K - $64.8K
|
12.6K
$786K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
756+ 7.57% |
$48.6K - $52.6K
|
10.7K
$670K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
680+ 0.58% |
$43.7K - $47.3K
|
117K
$7.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
586+ 2.51% |
$37.7K - $40.8K
|
23.9K
$1.49M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
499+ 8.46% |
$32.1K - $34.7K
|
6.4K
$399K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
473+ 4.72% |
$30.4K - $32.9K
|
10.5K
$654K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
300+ 6.77% |
$19.3K - $20.9K
|
4.73K
$295K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
26+ 7.26% |
$1.67K - $1.81K
|
384
$24K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
10+ 0.19% |
$643 - $696
|
5.19K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6+ 0.13% |
$386 - $418
|
4.7K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15- 0.14% |
$964 - $1.04K
|
10.5K
$652K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-60- 0.4% |
$3.86K - $4.18K
|
14.8K
$926K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-275- 11.74% |
$17.7K - $19.1K
|
2.07K
$129K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-382- 1.13% |
$24.6K - $26.6K
|
33.6K
$2.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-611- 15.51% |
$39.3K - $42.5K
|
3.33K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1K- 5.87% |
$64.5K - $69.8K
|
16.1K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.05K- 4.76% |
$67.4K - $73K
|
21K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.12K- 0.79% |
$71.8K - $77.7K
|
140K
$8.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.16K- 3.53% |
$74.8K - $81K
|
31.8K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 3.03% |
$95K - $103K
|
47.3K
$2.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.71K- 31.8% |
$431K - $467K
|
14.4K
$897K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-9.47K- 2.43% |
$609K - $659K
|
379K
$23.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-11.7K- 14.86% |
$749K - $811K
|
66.8K
$4.17M
|