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 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.52K+ 6.41% |
$153K - $173K
|
41.8K
$3.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.4K+ 30.49% |
$145K - $164K
|
10.3K
$752K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2.34K+ 2.74% |
$142K - $161K
|
87.8K
$6.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.27K+ 11.49% |
$138K - $155K
|
22K
$1.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.25K+ 9.92% |
$136K - $154K
|
24.9K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.21K+ 49.18% |
$134K - $151K
|
6.69K
$490K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2.2KNew |
$134K - $151K
|
2.2K
$162K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.19K+ 4.79% |
$133K - $150K
|
47.9K
$3.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.15K+ 7.84% |
$130K - $147K
|
29.6K
$2.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.1K+ 3.62% |
$127K - $144K
|
59.9K
$4.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
2.06K+ 1.14% |
$125K - $141K
|
183K
$13.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.03K+ 0.78% |
$123K - $139K
|
262K
$19.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
1.99K+ 16.92% |
$120K - $136K
|
13.7K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.97K+ 18.42% |
$119K - $135K
|
12.6K
$927K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.96K+ 7.39% |
$119K - $134K
|
28.5K
$2.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.9K+ 20.44% |
$115K - $130K
|
11.2K
$819K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.87K+ 4.49% |
$113K - $128K
|
43.5K
$3.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.83K+ 9.12% |
$111K - $126K
|
21.9K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.76KNew |
$106K - $120K
|
1.76K
$129K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.75K+ 2.54% |
$106K - $120K
|
70.5K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.68K+ 32.63% |
$102K - $115K
|
6.85K
$502K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.62K+ 46.3% |
$98.3K - $111K
|
5.13K
$376K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.62K+ 1.93% |
$98.2K - $111K
|
85.5K
$6.27M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.6K+ 3.04% |
$97.1K - $110K
|
54.2K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.54K+ 4.9% |
$93.4K - $106K
|
33K
$2.41M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.53K+ 0.95% |
$92.8K - $105K
|
163K
$12M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.49K+ 6.91% |
$90.3K - $102K
|
23K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.48K+ 4.96% |
$89.5K - $101K
|
31.3K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.4KNew |
$84.9K - $96K
|
1.4K
$103K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.35K+ 134500.0% |
$81.5K - $92.2K
|
1.35K
$98.6K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.33K+ 46.02% |
$80.7K - $91.2K
|
4.22K
$309K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.25K+ 8.23% |
$75.7K - $85.6K
|
16.4K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.21K+ 33.99% |
$73.4K - $83K
|
4.77K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
1.21K+ 6.88% |
$73.2K - $82.8K
|
18.8K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.18K+ 4.4% |
$71.7K - $81K
|
28.1K
$2.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
1.16K+ 1.99% |
$70.5K - $79.7K
|
59.7K
$4.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.09KNew |
$66.1K - $74.8K
|
1.09K
$79.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.05K+ 20.47% |
$63.8K - $72.2K
|
6.2K
$454K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
922+ 4.32% |
$55.9K - $63.2K
|
22.3K
$1.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
906+ 2.73% |
$54.9K - $62.1K
|
34K
$2.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
871+ 1.74% |
$52.8K - $59.7K
|
50.8K
$3.73M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
871+ 5.11% |
$52.8K - $59.7K
|
17.9K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
860+ 243.63% |
$52.1K - $59K
|
1.21K
$88.9K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
830+ 7.91% |
$50.3K - $56.9K
|
11.3K
$830K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
788+ 4.48% |
$47.8K - $54K
|
18.4K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
775+ 4.18% |
$47K - $53.1K
|
19.3K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
702+ 1.27% |
$42.6K - $48.1K
|
55.8K
$4.09M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
687+ 0.35% |
$41.7K - $47.1K
|
196K
$14.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
645+ 1.33% |
$39.1K - $44.2K
|
49.3K
$3.61M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
645+ 16.92% |
$39.1K - $44.2K
|
4.46K
$327K
|