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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
502K+ 72.58% |
$30.4M - $34.4M
|
1.19M
$79.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
390KNew |
$23.7M - $26.7M
|
390K
$25.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
187K+ 7.06% |
$11.4M - $12.9M
|
2.84M
$189M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
159KNew |
$9.62M - $10.9M
|
159K
$10.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
153K+ 59.65% |
$9.28M - $10.5M
|
410K
$27.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
103K+ 190.1% |
$6.26M - $7.08M
|
158K
$10.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
58.7K+ 375.59% |
$3.56M - $4.03M
|
74.4K
$4.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
50.7K+ 12.17% |
$3.08M - $3.48M
|
468K
$31M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
45.5K+ 27.14% |
$2.76M - $3.12M
|
213K
$14.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
40.7K+ 3.45% |
$2.47M - $2.79M
|
1.22M
$80.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
39.9K+ 53.92% |
$2.42M - $2.73M
|
114K
$7.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
27.5K+ 11.82% |
$1.67M - $1.89M
|
260K
$17.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
25.8K+ 13.44% |
$1.56M - $1.77M
|
218K
$14.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
20.2K+ 2.92% |
$1.22M - $1.38M
|
711K
$47.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
19.4K+ 15.71% |
$1.18M - $1.33M
|
143K
$9.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
18.9K+ 8.93% |
$1.15M - $1.29M
|
230K
$15.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
15.4K+ 64.07% |
$933K - $1.05M
|
39.4K
$2.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
12.3K+ 4.07% |
$747K - $844K
|
315K
$20.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
11.1K+ 57.52% |
$673K - $761K
|
30.4K
$2.01M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.65K+ 83.14% |
$524K - $593K
|
19.1K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
8.16K+ 5.13% |
$495K - $560K
|
167K
$11.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.86K+ 16.2% |
$476K - $539K
|
56.4K
$3.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.79K+ 23.33% |
$472K - $534K
|
41.2K
$2.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
6.71K+ 0.44% |
$407K - $460K
|
1.52M
$101M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5.2K+ 7.93% |
$315K - $356K
|
70.7K
$4.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.19K+ 2.5% |
$254K - $287K
|
172K
$11.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.06K+ 13.44% |
$246K - $278K
|
34.3K
$2.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.62K+ 5.91% |
$219K - $248K
|
64.9K
$4.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.39K+ 1.46% |
$206K - $233K
|
236K
$15.6M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
3.32K+ 1.34% |
$201K - $227K
|
251K
$16.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.23K+ 21.53% |
$196K - $221K
|
18.2K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
3.16KNew |
$191K - $216K
|
3.16K
$209K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.4K+ 30.49% |
$145K - $164K
|
10.3K
$680K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.25K+ 9.92% |
$136K - $154K
|
24.9K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.19K+ 4.79% |
$133K - $150K
|
47.9K
$3.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.1K+ 3.62% |
$127K - $144K
|
59.9K
$3.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
1.99K+ 16.92% |
$120K - $136K
|
13.7K
$910K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.49K+ 6.91% |
$90.3K - $102K
|
23K
$1.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.35K+ 134500.0% |
$81.5K - $92.2K
|
1.35K
$89.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.25K+ 8.23% |
$75.7K - $85.6K
|
16.4K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.18K+ 4.4% |
$71.7K - $81K
|
28.1K
$1.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
1.16K+ 1.99% |
$70.5K - $79.7K
|
59.7K
$3.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
906+ 2.73% |
$54.9K - $62.1K
|
34K
$2.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
775+ 4.18% |
$47K - $53.1K
|
19.3K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
645+ 1.33% |
$39.1K - $44.2K
|
49.3K
$3.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
638+ 0.74% |
$38.7K - $43.7K
|
86.6K
$5.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
556+ 2.1% |
$33.7K - $38.1K
|
27.1K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
387+ 8.65% |
$23.5K - $26.5K
|
4.86K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
363+ 0.38% |
$22K - $24.9K
|
96.2K
$6.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
253+ 2.76% |
$15.3K - $17.3K
|
9.42K
$624K
|