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 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.27K+ 4.88% |
$214K - $242K
|
48.8K
$4.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.25K+ 3.93% |
$213K - $240K
|
59.6K
$5.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.24K+ 51.72% |
$211K - $238K
|
6.57K
$647K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.2K+ 7.65% |
$207K - $234K
|
30.9K
$3.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.08K+ 1.87% |
$196K - $222K
|
113K
$11.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.01K+ 4.15% |
$190K - $214K
|
50.5K
$4.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2K+ 2.66% |
$188K - $213K
|
77.1K
$7.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.98K+ 0.93% |
$187K - $210K
|
215K
$21.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
1.97K+ 41.39% |
$186K - $210K
|
6.74K
$663K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.97K+ 10.86% |
$185K - $209K
|
20.1K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.91K+ 7.8% |
$180K - $203K
|
26.4K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.88K+ 5.5% |
$178K - $200K
|
36.1K
$3.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.86K+ 17.24% |
$176K - $198K
|
12.7K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.84K+ 61.36% |
$174K - $196K
|
4.84K
$476K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.8KNew |
$170K - $192K
|
1.8K
$177K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.77K+ 41.5% |
$167K - $189K
|
6.05K
$595K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.77K+ 17.71% |
$167K - $188K
|
11.8K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.76K+ 7.55% |
$166K - $187K
|
25.1K
$2.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.72K+ 17.53% |
$163K - $183K
|
11.6K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.57K+ 47.6% |
$148K - $167K
|
4.85K
$478K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.56K+ 3.15% |
$147K - $166K
|
50.9K
$5.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.56K+ 56.04% |
$147K - $165K
|
4.33K
$426K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.54K+ 12.71% |
$145K - $163K
|
13.6K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.48K+ 6.59% |
$139K - $157K
|
23.9K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.47K+ 4.89% |
$139K - $156K
|
31.5K
$3.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.46K+ 2.31% |
$138K - $155K
|
64.6K
$6.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.44K+ 0.96% |
$136K - $153K
|
151K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.41K+ 41.36% |
$133K - $150K
|
4.83K
$476K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.39K+ 53.39% |
$132K - $148K
|
4.01K
$394K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.36K+ 1.92% |
$128K - $145K
|
72.1K
$7.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.28K+ 12.46% |
$121K - $137K
|
11.6K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1.28K+ 9.51% |
$121K - $136K
|
14.7K
$1.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.26K+ 0.31% |
$119K - $134K
|
404K
$39.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.2K+ 1.26% |
$114K - $128K
|
96.9K
$9.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.11K+ 2.18% |
$105K - $118K
|
52.1K
$5.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.11K+ 7.88% |
$105K - $118K
|
15.2K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.1K+ 7.85% |
$104K - $117K
|
15.1K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.04K+ 1.03% |
$97.9K - $110K
|
102K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
968+ 6.14% |
$91.4K - $103K
|
16.7K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
962+ 0.86% |
$90.8K - $102K
|
113K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
958+ 7.03% |
$90.4K - $102K
|
14.6K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
932+ 11.18% |
$88K - $99.2K
|
9.27K
$913K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
859+ 7.59% |
$81.1K - $91.4K
|
12.2K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
828+ 69.0% |
$78.1K - $88.1K
|
2.03K
$200K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
805+ 2.38% |
$76K - $85.7K
|
34.6K
$3.41M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
779+ 6.88% |
$73.5K - $82.9K
|
12.1K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
754+ 1.13% |
$71.2K - $80.2K
|
67.2K
$6.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
724+ 2.7% |
$68.3K - $77K
|
27.5K
$2.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
713+ 15.83% |
$67.3K - $75.9K
|
5.22K
$514K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
690+ 129.94% |
$65.1K - $73.4K
|
1.22K
$120K
|