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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
21K+ 19.73% |
$1.98M - $2.23M
|
127K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
20.8K+ 17.38% |
$1.96M - $2.21M
|
141K
$13.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
20.6KNew |
$1.94M - $2.19M
|
20.6K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.8K+ 23.64% |
$1.87M - $2.11M
|
104K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
19.8K+ 16.01% |
$1.87M - $2.11M
|
144K
$14.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19KNew |
$1.79M - $2.02M
|
19K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
19K+ 15.69% |
$1.79M - $2.02M
|
140K
$13.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
18.6K+ 267.16% |
$1.76M - $1.98M
|
25.6K
$2.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
17.6K+ 11.0% |
$1.66M - $1.87M
|
177K
$17.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
17.4KNew |
$1.64M - $1.85M
|
17.4K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
16.7K+ 21.71% |
$1.57M - $1.77M
|
93.5K
$9.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.5K+ 32.59% |
$1.56M - $1.76M
|
67.3K
$6.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
16.4K+ 10.6% |
$1.55M - $1.75M
|
171K
$16.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
15.3K+ 12.59% |
$1.44M - $1.63M
|
137K
$13.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15.3K+ 9.06% |
$1.44M - $1.62M
|
184K
$18.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
14.6K+ 22.91% |
$1.38M - $1.55M
|
78.2K
$7.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
14.4KNew |
$1.36M - $1.53M
|
14.4K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
14.1K+ 4.33% |
$1.33M - $1.5M
|
340K
$33.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
13.9K+ 16.98% |
$1.31M - $1.48M
|
95.6K
$9.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
13.8K+ 8.22% |
$1.31M - $1.47M
|
182K
$17.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13.8K+ 10.29% |
$1.31M - $1.47M
|
148K
$14.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
13.8K+ 20.23% |
$1.3M - $1.47M
|
82.1K
$8.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
13.4K+ 19.51% |
$1.26M - $1.42M
|
82K
$8.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
13.2K+ 16.32% |
$1.25M - $1.41M
|
94.4K
$9.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
12.9K+ 2.82% |
$1.22M - $1.37M
|
470K
$46.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
12.3KNew |
$1.16M - $1.3M
|
12.3K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.6K+ 3.24% |
$1.09M - $1.23M
|
369K
$36.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
11.5K+ 5.26% |
$1.09M - $1.23M
|
231K
$22.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
11.5K+ 22.38% |
$1.09M - $1.22M
|
62.9K
$6.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
11.4K+ 6.45% |
$1.08M - $1.22M
|
189K
$18.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.3K+ 24.71% |
$1.07M - $1.21M
|
57.2K
$5.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10.8K+ 21.23% |
$1.02M - $1.15M
|
61.7K
$6.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
10.8K+ 9.53% |
$1.02M - $1.14M
|
124K
$12.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
10.6K+ 3.5% |
$1M - $1.13M
|
315K
$31M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
10.6K+ 9.44% |
$1M - $1.13M
|
123K
$12.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.5K+ 8.66% |
$993K - $1.12M
|
132K
$13M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
10.5K+ 7.58% |
$992K - $1.12M
|
149K
$14.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
10.2K+ 15.57% |
$963K - $1.09M
|
75.7K
$7.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
10.2KNew |
$959K - $1.08M
|
10.2K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.72KNew |
$917K - $1.03M
|
9.72K
$957K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
9.71KNew |
$916K - $1.03M
|
9.71K
$956K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.65K+ 12.8% |
$910K - $1.03M
|
85K
$8.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
9.19K+ 12.49% |
$868K - $978K
|
82.8K
$8.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
9.17K+ 391.04% |
$865K - $976K
|
11.5K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
9K+ 16.57% |
$849K - $957K
|
63.3K
$6.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.87K+ 2.43% |
$837K - $944K
|
373K
$36.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8.85K+ 4.51% |
$835K - $941K
|
205K
$20.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
8.76KNew |
$826K - $932K
|
8.76K
$862K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
8.76K+ 40.24% |
$826K - $932K
|
30.5K
$3.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8.69K+ 4.36% |
$820K - $924K
|
208K
$20.5M
|