Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) 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 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-36- 0.22% |
$3.4K - $3.83K
|
16.7K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-40- 0.97% |
$3.77K - $4.26K
|
4.09K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 83.33% |
$4.72K - $5.32K
|
10
$982
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-57- 1.55% |
$5.38K - $6.07K
|
3.63K
$356K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-62- 0.32% |
$5.85K - $6.6K
|
19.2K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-65- 1.66% |
$6.13K - $6.92K
|
3.85K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-70- 4.43% |
$6.61K - $7.45K
|
1.51K
$148K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-78- 0.27% |
$7.36K - $8.3K
|
29K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-82- 0.08% |
$7.74K - $8.73K
|
109K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-85- 24.43% |
$8.02K - $9.04K
|
263
$25.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-96- 4.94% |
$9.06K - $10.2K
|
1.85K
$182K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-97- 0.02% |
$9.15K - $10.3K
|
478K
$46.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-100- 0.79% |
$9.44K - $10.6K
|
12.5K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-100- 0.43% |
$9.44K - $10.6K
|
23.3K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-122- 0.54% |
$11.5K - $13K
|
22.3K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-145- 1.08% |
$13.7K - $15.4K
|
13.3K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-179- 0.25% |
$16.9K - $19K
|
72.6K
$7.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-202- 4.85% |
$19.1K - $21.5K
|
3.97K
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-204- 10.06% |
$19.3K - $21.7K
|
1.82K
$179K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-207- 86.97% |
$19.5K - $22K
|
31
$3.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-218- 25.56% |
$20.6K - $23.2K
|
635
$62.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-222- 1.72% |
$21K - $23.6K
|
12.7K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-227- 4.26% |
$21.4K - $24.2K
|
5.1K
$501K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-262- 13.35% |
$24.7K - $27.9K
|
1.7K
$167K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-280- 5.48% |
$26.4K - $29.8K
|
4.83K
$474K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-304- 2.4% |
$28.7K - $32.3K
|
12.3K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-311- 0.35% |
$29.3K - $33.1K
|
87.5K
$8.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-384- 14.34% |
$36.2K - $40.9K
|
2.29K
$225K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-417- 5.34% |
$39.4K - $44.4K
|
7.4K
$726K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-421- 3.13% |
$39.7K - $44.8K
|
13K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-450- 13.27% |
$42.5K - $47.9K
|
2.94K
$289K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-456- 2.7% |
$43K - $48.5K
|
16.4K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-459- 0.6% |
$43.3K - $48.8K
|
76.2K
$7.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-501- 6.8% |
$47.3K - $53.3K
|
6.86K
$674K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-506- 1.12% |
$47.8K - $53.8K
|
44.5K
$4.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-516- 3.87% |
$48.7K - $54.9K
|
12.8K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-550- 12.24% |
$51.9K - $58.5K
|
3.94K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-571- 2.11% |
$53.9K - $60.8K
|
26.5K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-575- 1.28% |
$54.3K - $61.2K
|
44.5K
$4.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-576- 4.15% |
$54.4K - $61.3K
|
13.3K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-576- 1.87% |
$54.4K - $61.3K
|
30.2K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-591- 0.99% |
$55.8K - $62.9K
|
59.3K
$5.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-611- 11.53% |
$57.7K - $65K
|
4.69K
$461K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-637- 5.3% |
$60.1K - $67.8K
|
11.4K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-657- 23.04% |
$62K - $69.9K
|
2.2K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-664- 8.66% |
$62.7K - $70.7K
|
7.01K
$688K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-672- 0.59% |
$63.4K - $71.5K
|
114K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-684- 7.59% |
$64.5K - $72.8K
|
8.32K
$817K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-696- 23.23% |
$65.7K - $74.1K
|
2.3K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-702- 13.81% |
$66.2K - $74.7K
|
4.38K
$430K
|