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 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.11K+ 7.88% |
$105K - $118K
|
15.2K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.1K+ 7.85% |
$104K - $117K
|
15.1K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.04K+ 1.03% |
$97.9K - $110K
|
102K
$9.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
990+ 0.74% |
$93.4K - $105K
|
135K
$13.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
968+ 6.14% |
$91.4K - $103K
|
16.7K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
962+ 0.86% |
$90.8K - $102K
|
113K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
958+ 7.03% |
$90.4K - $102K
|
14.6K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
932+ 11.18% |
$88K - $99.2K
|
9.27K
$901K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
866New |
$81.7K - $92.2K
|
866
$84.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
859+ 7.59% |
$81.1K - $91.4K
|
12.2K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
851+ 5.04% |
$80.3K - $90.6K
|
17.7K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
828+ 69.0% |
$78.1K - $88.1K
|
2.03K
$197K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
805+ 2.38% |
$76K - $85.7K
|
34.6K
$3.37M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
779+ 6.88% |
$73.5K - $82.9K
|
12.1K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
766+ 2.7% |
$72.3K - $81.5K
|
29.1K
$2.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
754+ 1.13% |
$71.2K - $80.2K
|
67.2K
$6.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
738+ 4920.0% |
$69.6K - $78.5K
|
753
$73.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
724+ 2.7% |
$68.3K - $77K
|
27.5K
$2.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
713+ 15.83% |
$67.3K - $75.9K
|
5.22K
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
690+ 129.94% |
$65.1K - $73.4K
|
1.22K
$119K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
660+ 4.26% |
$62.3K - $70.2K
|
16.2K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
654+ 2.13% |
$61.7K - $69.6K
|
31.4K
$3.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
642+ 33.4% |
$60.6K - $68.3K
|
2.56K
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
640+ 1333.33% |
$60.4K - $68.1K
|
688
$66.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
631New |
$59.5K - $67.1K
|
631
$61.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
625+ 13.57% |
$59K - $66.5K
|
5.23K
$508K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
618+ 2.75% |
$58.3K - $65.8K
|
23.1K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
613+ 5.43% |
$57.8K - $65.2K
|
11.9K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
580+ 3.46% |
$54.7K - $61.7K
|
17.4K
$1.69M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
571+ 1.02% |
$53.9K - $60.8K
|
56.8K
$5.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
504+ 0.87% |
$47.6K - $53.6K
|
58.7K
$5.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
489New |
$46.1K - $52K
|
489
$47.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
479+ 7.51% |
$45.2K - $51K
|
6.86K
$667K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
466+ 3.81% |
$44K - $49.6K
|
12.7K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
464+ 0.73% |
$43.8K - $49.4K
|
64.3K
$6.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
464+ 0.47% |
$43.8K - $49.4K
|
99.7K
$9.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
453+ 1.84% |
$42.7K - $48.2K
|
25.1K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
442+ 0.93% |
$41.7K - $47K
|
47.9K
$4.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
400New |
$37.7K - $42.6K
|
400
$38.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
381+ 0.96% |
$36K - $40.5K
|
40K
$3.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
338+ 10.13% |
$31.9K - $36K
|
3.68K
$357K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
309+ 1.61% |
$29.2K - $32.9K
|
19.5K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
291+ 12.47% |
$27.5K - $31K
|
2.63K
$255K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
281+ 0.17% |
$26.5K - $29.9K
|
166K
$16.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
267+ 26.97% |
$25.2K - $28.4K
|
1.26K
$122K
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
239+ 9.12% |
$22.6K - $25.4K
|
2.86K
$278K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
236+ 8.57% |
$22.3K - $25.1K
|
2.99K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
235New |
$22.2K - $25K
|
235
$22.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
221+ 0.03% |
$20.9K - $23.5K
|
715K
$69.5M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
221+ 11.87% |
$20.9K - $23.5K
|
2.08K
$202K
|