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
|
Total Wealth Planning, LLC
|
SELL
|
- |
-456- 2.7% |
$43K - $48.5K
|
16.4K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-459- 0.6% |
$43.3K - $48.8K
|
76.2K
$7.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-501- 6.8% |
$47.3K - $53.3K
|
6.86K
$676K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-506- 1.12% |
$47.8K - $53.8K
|
44.5K
$4.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-516- 3.87% |
$48.7K - $54.9K
|
12.8K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-550- 12.24% |
$51.9K - $58.5K
|
3.94K
$388K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-571- 2.11% |
$53.9K - $60.8K
|
26.5K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-575- 1.28% |
$54.3K - $61.2K
|
44.5K
$4.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-637- 5.3% |
$60.1K - $67.8K
|
11.4K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-664- 8.66% |
$62.7K - $70.7K
|
7.01K
$690K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-696- 23.23% |
$65.7K - $74.1K
|
2.3K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-759- 4.14% |
$71.6K - $80.8K
|
17.6K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-830- 36.97% |
$78.3K - $88.3K
|
1.42K
$139K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-833- 9.7% |
$78.6K - $88.6K
|
7.75K
$764K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-862- 0.32% |
$81.3K - $91.7K
|
267K
$26.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-867- 21.71% |
$81.8K - $92.3K
|
3.13K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-888- 0.41% |
$83.8K - $94.5K
|
218K
$21.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-909- 3.54% |
$85.8K - $96.7K
|
24.8K
$2.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-922- 18.08% |
$87K - $98.1K
|
4.18K
$411K
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-926- 23.0% |
$87.4K - $98.5K
|
3.1K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-967- 1.02% |
$91.3K - $103K
|
93.7K
$9.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-973- 2.18% |
$91.8K - $104K
|
43.7K
$4.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-989- 0.55% |
$93.3K - $105K
|
180K
$17.8M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.03K- 2.47% |
$96.7K - $109K
|
40.5K
$3.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.08K- 4.95% |
$102K - $114K
|
20.7K
$2.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.1K- 14.36% |
$104K - $117K
|
6.56K
$646K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.12K- 0.75% |
$106K - $119K
|
148K
$14.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.3K- 2.39% |
$123K - $138K
|
53.2K
$5.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.33K- 1.41% |
$126K - $142K
|
93.4K
$9.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.53K- 32.8% |
$145K - $163K
|
3.14K
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.59K- 3.83% |
$150K - $169K
|
39.8K
$3.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.67K- 3.17% |
$158K - $178K
|
51K
$5.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.11K- 9.35% |
$199K - $224K
|
20.4K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-2.27K- 6.98% |
$214K - $241K
|
30.2K
$2.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2.31K- 2.36% |
$218K - $246K
|
95.6K
$9.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.59K- 27.96% |
$245K - $276K
|
6.68K
$658K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.64K- 28.2% |
$249K - $281K
|
6.72K
$662K
|
|
|
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
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.07K- 6.33% |
$290K - $326K
|
45.4K
$4.47M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.19K- 10.85% |
$301K - $339K
|
26.2K
$2.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-3.23K- 6.52% |
$304K - $343K
|
46.3K
$4.56M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-3.29K- 3.96% |
$310K - $350K
|
79.7K
$7.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3.44K- 3.53% |
$325K - $366K
|
94.1K
$9.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.84K- 3.86% |
$362K - $409K
|
95.7K
$9.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-4.1K- 14.13% |
$387K - $436K
|
24.9K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.64K- 0.82% |
$437K - $493K
|
561K
$55.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-4.79K- 2.74% |
$452K - $510K
|
170K
$16.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.04K- 1.9% |
$476K - $536K
|
260K
$25.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.32K- 27.57% |
$502K - $566K
|
14K
$1.38M
|