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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5.65K- 3.8% |
$533K - $601K
|
143K
$14.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-6.45K- 32.71% |
$609K - $686K
|
13.3K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-7.53K- 1.21% |
$710K - $801K
|
615K
$60.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-8.2K- 13.12% |
$773K - $872K
|
54.3K
$5.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
SELL
|
- |
-11.1K- 3.65% |
$1.05M - $1.19M
|
294K
$29M
|
|
|
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
$9.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-13.6K- 5.5% |
$1.29M - $1.45M
|
235K
$23.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-15.4K- 73.52% |
$1.45M - $1.63M
|
5.53K
$545K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-18.2K- 2.92% |
$1.72M - $1.94M
|
607K
$59.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-21K- 12.63% |
$1.98M - $2.23M
|
145K
$14.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-21.2K- 10.26% |
$2M - $2.26M
|
186K
$18.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-30.9K- 28.31% |
$2.92M - $3.29M
|
78.3K
$7.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-32.6K- 46.27% |
$3.07M - $3.47M
|
37.8K
$3.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-88.5K- 27.94% |
$8.36M - $9.42M
|
228K
$22.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-203K- 59.19% |
$19.1M - $21.6M
|
140K
$13.8M
|