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 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
7.31K+ 5.94% |
$443K - $501K
|
131K
$9.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7.01K+ 11.78% |
$425K - $481K
|
66.5K
$4.88M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
6.95K+ 18.36% |
$422K - $477K
|
44.8K
$3.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
6.71K+ 0.44% |
$407K - $460K
|
1.52M
$112M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.42KNew |
$389K - $440K
|
6.42K
$470K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.4K+ 9.76% |
$388K - $439K
|
71.9K
$5.27M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.4K+ 1.92% |
$388K - $439K
|
340K
$24.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.27K+ 17.34% |
$380K - $430K
|
42.4K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.07K+ 58.95% |
$368K - $416K
|
16.4K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
5.79K+ 0.98% |
$351K - $397K
|
597K
$43.7M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
5.66KNew |
$343K - $388K
|
5.66K
$415K
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
5.64K+ 13.9% |
$342K - $387K
|
46.2K
$3.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
5.57KNew |
$338K - $382K
|
5.57K
$408K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
5.56KNew |
$337K - $381K
|
5.56K
$407K
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
5.4KNew |
$327K - $370K
|
5.4K
$395K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
5.28KNew |
$320K - $362K
|
5.28K
$387K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5.23KNew |
$317K - $359K
|
5.23K
$384K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5.2K+ 7.93% |
$315K - $356K
|
70.7K
$5.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
5.08K+ 39.54% |
$308K - $348K
|
17.9K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.93KNew |
$299K - $338K
|
4.93K
$361K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.85K+ 28.57% |
$294K - $332K
|
21.8K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.74KNew |
$288K - $325K
|
4.74K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.74K+ 4.16% |
$287K - $325K
|
119K
$8.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4.4K+ 3.08% |
$267K - $302K
|
147K
$10.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.27KNew |
$259K - $293K
|
4.27K
$313K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.19K+ 2.5% |
$254K - $287K
|
172K
$12.6M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.11K+ 32.71% |
$249K - $282K
|
16.7K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.06K+ 13.44% |
$246K - $278K
|
34.3K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.03K+ 1.72% |
$244K - $276K
|
238K
$17.5M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.99K+ 36.78% |
$242K - $274K
|
14.8K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.9KNew |
$237K - $268K
|
3.9K
$286K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.65K+ 2.96% |
$221K - $250K
|
127K
$9.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.62K+ 5.91% |
$219K - $248K
|
64.9K
$4.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.6K+ 44.48% |
$218K - $247K
|
11.7K
$857K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.46K+ 1.68% |
$210K - $237K
|
210K
$15.4M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
3.44K+ 16.62% |
$208K - $235K
|
24.1K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.39K+ 1.46% |
$206K - $233K
|
236K
$17.3M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
3.32K+ 1.34% |
$201K - $227K
|
251K
$18.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.23K+ 21.53% |
$196K - $221K
|
18.2K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
3.16KNew |
$191K - $216K
|
3.16K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.09KNew |
$188K - $212K
|
3.09K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.09KNew |
$187K - $212K
|
3.09K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.07KNew |
$186K - $210K
|
3.07K
$225K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.05K+ 26.95% |
$185K - $209K
|
14.4K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.01K+ 27.03% |
$183K - $207K
|
14.2K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.93K+ 21.44% |
$178K - $201K
|
16.6K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.86K+ 7.46% |
$173K - $196K
|
41.1K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.69K+ 71.13% |
$163K - $184K
|
6.47K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.68K+ 0.78% |
$163K - $184K
|
346K
$25.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.68K+ 11.93% |
$162K - $183K
|
25.1K
$1.84M
|