Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2M+ 27747.43% |
$121M - $137M
|
2.01M
$147M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
702K+ 472.39% |
$42.5M - $48.1M
|
850K
$62.3M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
570K+ 94.01% |
$34.5M - $39.1M
|
1.18M
$86.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
561K+ 41.98% |
$34M - $38.5M
|
1.9M
$139M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
502K+ 14.83% |
$30.4M - $34.4M
|
3.89M
$285M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
502K+ 72.58% |
$30.4M - $34.4M
|
1.19M
$87.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
390KNew |
$23.7M - $26.7M
|
390K
$28.6M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
271KNew |
$16.4M - $18.6M
|
271K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
241KNew |
$14.6M - $16.5M
|
241K
$17.7M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
226KNew |
$13.7M - $15.5M
|
226K
$16.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
208K+ 36.38% |
$12.6M - $14.3M
|
781K
$57.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
187K+ 7.06% |
$11.4M - $12.9M
|
2.84M
$208M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
163KNew |
$9.9M - $11.2M
|
163K
$12M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
163K+ 216.31% |
$9.9M - $11.2M
|
239K
$17.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
159KNew |
$9.62M - $10.9M
|
159K
$11.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
153K+ 59.65% |
$9.28M - $10.5M
|
410K
$30M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
144K+ 9.4% |
$8.75M - $9.9M
|
1.68M
$123M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
144K+ 17.54% |
$8.73M - $9.87M
|
965K
$70.7M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
122K+ 37.16% |
$7.39M - $8.36M
|
450K
$33M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
120K+ 42.6% |
$7.28M - $8.23M
|
402K
$29.4M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
118KNew |
$7.18M - $8.12M
|
118K
$8.68M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
109K+ 19.94% |
$6.63M - $7.5M
|
658K
$48.2M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
106K+ 88.57% |
$6.43M - $7.27M
|
226K
$16.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
103K+ 190.1% |
$6.26M - $7.08M
|
158K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
97K+ 25.64% |
$5.88M - $6.65M
|
475K
$34.8M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
93.3KNew |
$5.66M - $6.4M
|
93.3K
$6.84M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
83.9K+ 3.43% |
$5.09M - $5.75M
|
2.53M
$185M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
76.1K+ 91.2% |
$4.61M - $5.22M
|
160K
$11.7M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
73.7K+ 21.66% |
$4.47M - $5.05M
|
414K
$30.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
70.8K+ 253.67% |
$4.29M - $4.85M
|
98.7K
$7.23M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
69.4K+ 15.97% |
$4.21M - $4.76M
|
504K
$36.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
64.7K+ 9.61% |
$3.93M - $4.44M
|
739K
$54.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
58.7K+ 375.59% |
$3.56M - $4.03M
|
74.4K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
55.7K+ 13.16% |
$3.38M - $3.82M
|
479K
$35.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.1K+ 5.16% |
$3.28M - $3.71M
|
1.1M
$80.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
50.7K+ 12.17% |
$3.08M - $3.48M
|
468K
$34.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47.8K+ 9.47% |
$2.9M - $3.28M
|
553K
$40.5M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
45.9K+ 792.38% |
$2.78M - $3.15M
|
51.7K
$3.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
45.5K+ 27.14% |
$2.76M - $3.12M
|
213K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.7K+ 123.88% |
$2.71M - $3.06M
|
80.8K
$5.92M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
41KNew |
$2.48M - $2.81M
|
41K
$3M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
40.7K+ 3.45% |
$2.47M - $2.79M
|
1.22M
$89.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
39.9K+ 53.92% |
$2.42M - $2.73M
|
114K
$8.34M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
38.6KNew |
$2.34M - $2.65M
|
38.6K
$2.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
37.4K+ 100.56% |
$2.27M - $2.57M
|
74.7K
$5.47M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
33.6K+ 14.96% |
$2.04M - $2.31M
|
259K
$18.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
33.5K+ 41.3% |
$2.03M - $2.3M
|
115K
$8.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
32.3K+ 4.26% |
$1.96M - $2.21M
|
789K
$57.8M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31.7K+ 83.55% |
$1.92M - $2.17M
|
69.6K
$5.1M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.3K+ 64.11% |
$1.9M - $2.14M
|
80.1K
$5.87M
|