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 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
638+ 0.74% |
$38.7K - $43.7K
|
86.6K
$6.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
631+ 7.62% |
$38.3K - $43.3K
|
8.92K
$653K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
622+ 7.26% |
$37.7K - $42.6K
|
9.19K
$673K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
612+ 18.68% |
$37.1K - $42K
|
3.89K
$285K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
600+ 38.1% |
$36.4K - $41.1K
|
2.18K
$159K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
574+ 27.6% |
$34.8K - $39.3K
|
2.65K
$194K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
560+ 0.45% |
$34K - $38.4K
|
125K
$9.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
556+ 2.1% |
$33.7K - $38.1K
|
27.1K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
502+ 0.28% |
$30.4K - $34.4K
|
179K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
495+ 1.33% |
$30K - $33.9K
|
37.7K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
493New |
$29.9K - $33.8K
|
493
$36.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
486+ 6.39% |
$29.5K - $33.3K
|
8.09K
$593K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
462New |
$28K - $31.7K
|
462
$33.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
387+ 8.65% |
$23.5K - $26.5K
|
4.86K
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
383+ 30.71% |
$23.2K - $26.3K
|
1.63K
$119K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
370+ 4.94% |
$22.4K - $25.4K
|
7.86K
$576K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
363+ 0.38% |
$22K - $24.9K
|
96.2K
$7.05M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
313+ 1.48% |
$19K - $21.5K
|
21.5K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
300+ 0.28% |
$18.2K - $20.6K
|
106K
$7.75M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
300+ 21.43% |
$18.2K - $20.6K
|
1.7K
$125K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
271+ 2.0% |
$16.4K - $18.6K
|
13.8K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
253+ 2.76% |
$15.3K - $17.3K
|
9.42K
$690K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
229+ 2.95% |
$13.9K - $15.7K
|
7.99K
$585K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
209+ 1.59% |
$12.7K - $14.3K
|
13.4K
$981K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
202+ 0.54% |
$12.2K - $13.8K
|
37.4K
$2.74M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
193+ 0.03% |
$11.7K - $13.2K
|
689K
$50.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
192New |
$11.6K - $13.2K
|
192
$14.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
175+ 1.06% |
$10.6K - $12K
|
16.7K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
161+ 8.34% |
$9.76K - $11K
|
2.09K
$153K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
147New |
$8.91K - $10.1K
|
147
$10.8K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
144+ 1.15% |
$8.73K - $9.87K
|
12.7K
$930K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
142New |
$8.61K - $9.73K
|
142
$10.4K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
134+ 25.52% |
$8.12K - $9.19K
|
659
$48.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
130+ 1.02% |
$7.88K - $8.91K
|
12.9K
$945K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
122+ 0.65% |
$7.4K - $8.36K
|
18.9K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
114+ 93.44% |
$6.91K - $7.81K
|
236
$17.3K
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
99+ 0.1% |
$6K - $6.79K
|
100K
$7.33M
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
97+ 1.96% |
$5.88K - $6.65K
|
5.05K
$370K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
93+ 7.15% |
$5.64K - $6.38K
|
1.39K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
76+ 0.16% |
$4.61K - $5.21K
|
47.3K
$3.47M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
67+ 55.83% |
$4.06K - $4.59K
|
187
$13.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
55+ 1.2% |
$3.33K - $3.77K
|
4.64K
$340K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
45+ 0.4% |
$2.73K - $3.08K
|
11.4K
$836K
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
28+ 93.33% |
$1.7K - $1.92K
|
58
$4.25K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23+ 1150.0% |
$1.39K - $1.58K
|
25
$1.83K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23+ 0.33% |
$1.39K - $1.58K
|
7K
$513K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17New |
$1.03K - $1.17K
|
17
$1.25K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
16New |
$970 - $1.1K
|
16
$1.17K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
16+ 5.71% |
$970 - $1.1K
|
296
$21.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8New |
$485 - $548
|
8
$586
|