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 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-459- 0.6% |
$43.3K - $48.8K
|
76.2K
$7.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-501- 6.8% |
$47.3K - $53.3K
|
6.86K
$678K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-506- 1.12% |
$47.8K - $53.8K
|
44.5K
$4.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-550- 12.24% |
$51.9K - $58.5K
|
3.94K
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-571- 2.11% |
$53.9K - $60.8K
|
26.5K
$2.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-575- 1.28% |
$54.3K - $61.2K
|
44.5K
$4.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-696- 23.23% |
$65.7K - $74.1K
|
2.3K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-830- 36.97% |
$78.3K - $88.3K
|
1.42K
$140K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-833- 9.7% |
$78.6K - $88.6K
|
7.75K
$766K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-862- 0.32% |
$81.3K - $91.7K
|
267K
$26.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-909- 3.54% |
$85.8K - $96.7K
|
24.8K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-967- 1.02% |
$91.3K - $103K
|
93.7K
$9.26M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.03K- 2.47% |
$96.7K - $109K
|
40.5K
$4M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.1K- 14.36% |
$104K - $117K
|
6.56K
$647K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.3K- 2.39% |
$123K - $138K
|
53.2K
$5.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.33K- 1.41% |
$126K - $142K
|
93.4K
$9.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.53K- 32.8% |
$145K - $163K
|
3.14K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.59K- 3.83% |
$150K - $169K
|
39.8K
$3.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.67K- 3.17% |
$158K - $178K
|
51K
$5.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.11K- 9.35% |
$199K - $224K
|
20.4K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-2.27K- 6.98% |
$214K - $241K
|
30.2K
$2.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2.31K- 2.36% |
$218K - $246K
|
95.6K
$9.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.64K- 28.2% |
$249K - $281K
|
6.72K
$664K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.84K- 12.19% |
$268K - $303K
|
20.5K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3K- 10.64% |
$283K - $319K
|
25.2K
$2.49M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.19K- 10.85% |
$301K - $339K
|
26.2K
$2.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-3.23K- 6.52% |
$304K - $343K
|
46.3K
$4.57M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-3.29K- 3.96% |
$310K - $350K
|
79.7K
$7.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3.44K- 3.53% |
$325K - $366K
|
94.1K
$9.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.84K- 3.86% |
$362K - $409K
|
95.7K
$9.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-4.1K- 14.13% |
$387K - $436K
|
24.9K
$2.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.04K- 1.9% |
$476K - $536K
|
260K
$25.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.32K- 27.57% |
$502K - $566K
|
14K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-6.45K- 32.71% |
$609K - $686K
|
13.3K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-8.2K- 13.12% |
$773K - $872K
|
54.3K
$5.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
SELL
|
- |
-11.1K- 3.65% |
$1.05M - $1.19M
|
294K
$29.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-11.8K- 8.17% |
$1.11M - $1.25M
|
133K
$13.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-12.9K- 11.92% |
$1.22M - $1.37M
|
95.5K
$9.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-13.6K- 5.5% |
$1.29M - $1.45M
|
235K
$23.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-15.4K- 73.52% |
$1.45M - $1.63M
|
5.53K
$546K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-18.2K- 2.92% |
$1.72M - $1.94M
|
607K
$60M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-21K- 12.63% |
$1.98M - $2.23M
|
145K
$14.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-30.9K- 28.31% |
$2.92M - $3.29M
|
78.3K
$7.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-88.5K- 27.94% |
$8.36M - $9.42M
|
228K
$22.6M
|