Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) 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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
19.8M+ 11619.26% |
$1.87B - $2.02B
|
20M
$2.01B
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
275KNew |
$26M - $28.1M
|
275K
$27.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
197K+ 62.37% |
$18.6M - $20.1M
|
513K
$51.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
180K+ 76.39% |
$17M - $18.4M
|
416K
$41.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
170K+ 5.0% |
$16M - $17.3M
|
3.56M
$359M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
146KNew |
$13.7M - $14.9M
|
146K
$14.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
124K+ 8.62% |
$11.7M - $12.7M
|
1.57M
$158M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
124K+ 35.81% |
$11.7M - $12.6M
|
469K
$47.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
90.7K+ 17.45% |
$8.56M - $9.26M
|
610K
$61.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
69KNew |
$6.51M - $7.04M
|
69K
$6.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
49.6K+ 548.18% |
$4.68M - $5.06M
|
58.7K
$5.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
39.8K+ 4.12% |
$3.75M - $4.06M
|
1.01M
$101M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
35.3K+ 4.18% |
$3.33M - $3.61M
|
882K
$88.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
34.8KNew |
$3.29M - $3.56M
|
34.8K
$3.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
30.1K+ 5.13% |
$2.84M - $3.08M
|
617K
$62.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
30.1K+ 2.72% |
$2.84M - $3.07M
|
1.14M
$114M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
23.9K+ 5.7% |
$2.26M - $2.44M
|
444K
$44.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
20.3K+ 27.49% |
$1.91M - $2.07M
|
94K
$9.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17.9KNew |
$1.69M - $1.82M
|
17.9K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
16.1KNew |
$1.51M - $1.64M
|
16.1K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
15K+ 4.53% |
$1.42M - $1.53M
|
346K
$34.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
12.4K+ 1.07% |
$1.17M - $1.26M
|
1.17M
$118M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
11.4K+ 10.09% |
$1.08M - $1.16M
|
125K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.2K+ 5.8% |
$1.06M - $1.15M
|
205K
$20.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
10.2KNew |
$961K - $1.04M
|
10.2K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
9.31KNew |
$879K - $950K
|
9.31K
$937K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.03K+ 1.43% |
$852K - $921K
|
642K
$64.6M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
7.77K+ 6.06% |
$733K - $793K
|
136K
$13.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
7.42K+ 5.16% |
$700K - $757K
|
151K
$15.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7.37K+ 191.23% |
$695K - $752K
|
11.2K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.14K+ 13.35% |
$674K - $729K
|
60.6K
$6.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.91KNew |
$652K - $705K
|
6.91K
$696K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.7K+ 7.57% |
$632K - $684K
|
95.2K
$9.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.35KNew |
$599K - $648K
|
6.35K
$639K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.08K+ 10.32% |
$479K - $518K
|
54.3K
$5.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
4.21K+ 10.96% |
$397K - $429K
|
42.6K
$4.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
3.96K+ 1.87% |
$373K - $404K
|
216K
$21.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.8K+ 1.72% |
$359K - $388K
|
224K
$22.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.62K+ 89.95% |
$341K - $369K
|
7.63K
$768K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
3.61K+ 6.95% |
$341K - $369K
|
55.6K
$5.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.56K+ 7.18% |
$336K - $364K
|
53.2K
$5.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
3.53K+ 61.97% |
$333K - $360K
|
9.23K
$929K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
3.53KNew |
$333K - $360K
|
3.53K
$355K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
3.41K+ 3.24% |
$322K - $348K
|
109K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.36K+ 2.43% |
$317K - $343K
|
142K
$14.2M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.3KNew |
$311K - $337K
|
3.3K
$332K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.25K+ 2.68% |
$306K - $331K
|
124K
$12.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.88K+ 17.56% |
$272K - $294K
|
19.3K
$1.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.63K+ 7.93% |
$248K - $269K
|
35.8K
$3.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2.26KNew |
$214K - $231K
|
2.26K
$228K
|