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 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.41K+ 4.66% |
$416K - $469K
|
99K
$9.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.31K+ 44.0% |
$406K - $458K
|
14.1K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.28K+ 2.86% |
$403K - $455K
|
153K
$15.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
4.24K+ 32.43% |
$401K - $452K
|
17.3K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.24K+ 2.74% |
$400K - $451K
|
159K
$15.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
4.23K+ 2.26% |
$400K - $451K
|
191K
$18.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.19K+ 2.26% |
$396K - $446K
|
190K
$18.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.19K+ 121.06% |
$395K - $446K
|
7.65K
$753K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
4.08K+ 2.55% |
$385K - $435K
|
165K
$16.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
3.98K+ 27.21% |
$376K - $424K
|
18.6K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.92K+ 18.98% |
$370K - $417K
|
24.6K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.89K+ 13.17% |
$367K - $414K
|
33.4K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.82KNew |
$361K - $407K
|
3.82K
$376K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.75K+ 3.23% |
$354K - $399K
|
120K
$11.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.74K+ 10.68% |
$353K - $398K
|
38.8K
$3.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.68KNew |
$347K - $391K
|
3.68K
$362K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.66K+ 17.88% |
$345K - $390K
|
24.1K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.5K+ 7.89% |
$330K - $372K
|
47.8K
$4.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.44K+ 225.95% |
$325K - $366K
|
4.96K
$489K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
3.43K+ 32.69% |
$323K - $364K
|
13.9K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.42K+ 4.97% |
$323K - $364K
|
72.2K
$7.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.37KNew |
$318K - $359K
|
3.37K
$332K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
3.31K+ 5.33% |
$312K - $352K
|
65.3K
$6.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.25K+ 3.05% |
$306K - $346K
|
110K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
3.22K+ 1.07% |
$304K - $343K
|
306K
$30.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
3.21K+ 8.13% |
$303K - $341K
|
42.7K
$4.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.17K+ 1.98% |
$299K - $338K
|
164K
$16.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 3.09% |
$299K - $337K
|
106K
$10.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.07K+ 50.98% |
$290K - $327K
|
9.1K
$896K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.06KNew |
$289K - $326K
|
3.06K
$302K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.01K+ 5.66% |
$284K - $320K
|
56.1K
$5.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
2.92K+ 1.6% |
$275K - $310K
|
185K
$18.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.88K+ 5.56% |
$272K - $306K
|
54.6K
$5.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.87K+ 29.7% |
$271K - $305K
|
12.5K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.86K+ 1.77% |
$270K - $305K
|
165K
$16.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.85K+ 8.18% |
$269K - $303K
|
37.7K
$3.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.84K+ 3.22% |
$268K - $302K
|
91K
$8.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.83K+ 5.67% |
$267K - $301K
|
52.8K
$5.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.82K+ 4.36% |
$266K - $300K
|
67.4K
$6.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2.74K+ 23.37% |
$258K - $291K
|
14.5K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.7K+ 78.6% |
$254K - $287K
|
6.13K
$603K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.69K+ 2.47% |
$254K - $286K
|
112K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
2.67K+ 4.7% |
$252K - $284K
|
59.5K
$5.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.67K+ 11.18% |
$252K - $284K
|
26.5K
$2.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.56K+ 100.79% |
$242K - $272K
|
5.1K
$502K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.44K+ 14.11% |
$230K - $260K
|
19.7K
$1.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.3K+ 4.72% |
$217K - $245K
|
51.1K
$5.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
2.3KNew |
$217K - $245K
|
2.3K
$226K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.29K+ 1.91% |
$216K - $244K
|
122K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.28K+ 7.82% |
$215K - $243K
|
31.4K
$3.1M
|