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 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
192New |
$11.6K - $13.2K
|
192
$12.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
175+ 1.06% |
$10.6K - $12K
|
16.7K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
142New |
$8.61K - $9.73K
|
142
$9.41K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
134+ 25.52% |
$8.12K - $9.19K
|
659
$43.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
45+ 0.4% |
$2.73K - $3.08K
|
11.4K
$756K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
16+ 5.71% |
$970 - $1.1K
|
296
$19.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
6+ 0.07% |
$364 - $411
|
9.07K
$601K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-175- 0.5% |
$10.6K - $12K
|
35K
$2.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-268- 3.02% |
$16.2K - $18.4K
|
8.61K
$570K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-567- 3.56% |
$34.4K - $38.9K
|
15.4K
$1.02M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-703- 0.11% |
$42.6K - $48.2K
|
654K
$43.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-750- 3.46% |
$45.5K - $51.4K
|
20.9K
$1.39M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.4K- 3.97% |
$84.9K - $96K
|
33.8K
$2.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-1.41K- 11.61% |
$85.3K - $96.4K
|
10.7K
$710K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-1.66K- 0.87% |
$101K - $114K
|
189K
$12.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.98K- 2.98% |
$120K - $136K
|
64.4K
$4.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.67K- 1.26% |
$162K - $183K
|
210K
$13.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.86K- 2.2% |
$173K - $196K
|
127K
$8.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-3.03K- 3.09% |
$184K - $208K
|
95.2K
$6.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-3.2K- 0.73% |
$194K - $219K
|
432K
$28.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.3K- 74.79% |
$321K - $363K
|
1.79K
$118K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.67K- 33.26% |
$344K - $389K
|
11.4K
$754K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-5.71K- 7.6% |
$346K - $391K
|
69.4K
$4.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-40K- 7.09% |
$2.42M - $2.74M
|
524K
$34.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-74.1K- 22.73% |
$4.5M - $5.08M
|
252K
$16.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-80.2K- 24.28% |
$4.86M - $5.5M
|
250K
$16.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-159K- 3.24% |
$9.62M - $10.9M
|
4.73M
$314M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.15M- 23.2% |
$69.4M - $78.5M
|
3.79M
$251M
|