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 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
31.2K+ 8.16% |
$1.89M - $2.14M
|
414K
$30.3M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
29.9K+ 68.83% |
$1.82M - $2.05M
|
73.4K
$5.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
27.5K+ 11.82% |
$1.67M - $1.89M
|
260K
$19.1M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.6K+ 53.99% |
$1.61M - $1.83M
|
76K
$5.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
25.9K+ 8.78% |
$1.57M - $1.78M
|
321K
$23.5M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
25.8K+ 8.04% |
$1.57M - $1.77M
|
347K
$25.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
25.8K+ 13.44% |
$1.56M - $1.77M
|
218K
$16M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
25.7K+ 14.94% |
$1.56M - $1.76M
|
198K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
24.3K+ 2.64% |
$1.47M - $1.66M
|
943K
$69.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
24.1KNew |
$1.46M - $1.65M
|
24.1K
$1.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
20.8K+ 7.98% |
$1.26M - $1.42M
|
281K
$20.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
20.2K+ 2.92% |
$1.22M - $1.38M
|
711K
$52.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.7K+ 18.85% |
$1.19M - $1.35M
|
124K
$9.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
19.4K+ 15.71% |
$1.18M - $1.33M
|
143K
$10.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
18.9KNew |
$1.15M - $1.3M
|
18.9K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
18.9K+ 8.93% |
$1.15M - $1.29M
|
230K
$16.9M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
18.7KNew |
$1.13M - $1.28M
|
18.7K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
18.7K+ 6.95% |
$1.13M - $1.28M
|
287K
$21M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
18.3K+ 12.42% |
$1.11M - $1.25M
|
166K
$12.1M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18.2K+ 64.27% |
$1.1M - $1.25M
|
46.6K
$3.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
18K+ 24.4% |
$1.09M - $1.23M
|
91.8K
$6.73M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
17.2K+ 1562.48% |
$1.04M - $1.18M
|
18.3K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
16.7K+ 6.79% |
$1.01M - $1.14M
|
263K
$19.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.6K+ 15.85% |
$1.01M - $1.14M
|
121K
$8.88M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.6K+ 62.0% |
$1M - $1.13M
|
43.3K
$3.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
15.4K+ 64.07% |
$933K - $1.05M
|
39.4K
$2.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.2KNew |
$858K - $970K
|
14.2K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.9KNew |
$843K - $953K
|
13.9K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
12.3K+ 4.07% |
$747K - $844K
|
315K
$23.1M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 3.04% |
$742K - $839K
|
415K
$30.4M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11.6KNew |
$701K - $792K
|
11.6K
$847K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
11.1K+ 57.52% |
$673K - $761K
|
30.4K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.6K+ 18.94% |
$642K - $726K
|
66.5K
$4.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
10.4KNew |
$628K - $710K
|
10.4K
$759K
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
9.52KNew |
$577K - $653K
|
9.52K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
9.48KNew |
$575K - $650K
|
9.48K
$695K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
9.43K+ 33.95% |
$572K - $646K
|
37.2K
$2.73M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
9.35K+ 52.7% |
$567K - $641K
|
27.1K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.2KNew |
$558K - $631K
|
9.2K
$674K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.92K+ 3.39% |
$541K - $612K
|
272K
$19.9M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
8.73K+ 4.18% |
$529K - $598K
|
218K
$15.9M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.65K+ 83.14% |
$524K - $593K
|
19.1K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
8.2K+ 69.45% |
$497K - $562K
|
20K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
8.16K+ 5.13% |
$495K - $560K
|
167K
$12.3M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8K+ 51.26% |
$485K - $548K
|
23.6K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
7.89K+ 23.69% |
$478K - $541K
|
41.2K
$3.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.86K+ 16.2% |
$476K - $539K
|
56.4K
$4.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.79K+ 23.33% |
$472K - $534K
|
41.2K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.54K+ 2.55% |
$457K - $517K
|
303K
$22.2M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
7.39K+ 28.28% |
$448K - $507K
|
33.5K
$2.46M
|