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 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.21K- 5.71% |
$73.6K - $83.2K
|
20K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.22K- 38.5% |
$73.7K - $83.3K
|
1.94K
$142K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.22K- 7.69% |
$74K - $83.6K
|
14.6K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.25K- 2.0% |
$75.5K - $85.4K
|
61.2K
$4.49M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.3K- 2.54% |
$79.1K - $89.4K
|
50K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.38K- 8.88% |
$83.5K - $94.5K
|
14.1K
$1.04M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.4K- 3.97% |
$84.9K - $96K
|
33.8K
$2.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.4K- 20.43% |
$85.1K - $96.2K
|
5.46K
$400K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-1.41K- 11.61% |
$85.3K - $96.4K
|
10.7K
$785K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.48K- 8.75% |
$89.7K - $101K
|
15.4K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.51K- 5.15% |
$91.7K - $104K
|
27.8K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1.59K- 8.41% |
$96.2K - $109K
|
17.3K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-1.66K- 0.87% |
$101K - $114K
|
189K
$13.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.67K- 10.52% |
$101K - $114K
|
14.2K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.67K- 22.67% |
$101K - $115K
|
5.7K
$418K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.68K- 29.24% |
$102K - $115K
|
4.06K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-1.7K- 12.66% |
$103K - $116K
|
11.7K
$859K
|
|
|
May 09, 2025
Q1 2025
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-1.87K- 0.56% |
$113K - $128K
|
331K
$24.3M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.89K- 6.94% |
$115K - $130K
|
25.3K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.89K- 2.03% |
$115K - $130K
|
91.3K
$6.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.96K- 0.58% |
$119K - $135K
|
336K
$24.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.98K- 2.98% |
$120K - $136K
|
64.4K
$4.72M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.11K- 44.5% |
$128K - $145K
|
2.63K
$193K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.16K- 4.73% |
$131K - $148K
|
43.5K
$3.18M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.23K- 14.83% |
$135K - $153K
|
12.8K
$937K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2.29K- 12.31% |
$139K - $157K
|
16.3K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.35K- 15.67% |
$142K - $161K
|
12.6K
$926K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.42K- 3.63% |
$147K - $166K
|
64.3K
$4.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-2.47K- 2.73% |
$149K - $169K
|
87.8K
$6.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-2.48K- 8.81% |
$150K - $170K
|
25.6K
$1.88M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2.55K- 6.0% |
$155K - $175K
|
40K
$2.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.61K- 12.75% |
$158K - $179K
|
17.8K
$1.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.67K- 1.26% |
$162K - $183K
|
210K
$15.4M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.68K- 14.96% |
$162K - $184K
|
15.2K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.8K- 3.17% |
$170K - $192K
|
85.5K
$6.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.86K- 2.2% |
$173K - $196K
|
127K
$9.32M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.9K- 8.52% |
$176K - $199K
|
31.2K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.94K- 5.1% |
$178K - $202K
|
54.7K
$4.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-3.03K- 3.09% |
$184K - $208K
|
95.2K
$6.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-3.2K- 0.73% |
$194K - $219K
|
432K
$31.7M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-3.21K- 2.87% |
$195K - $220K
|
109K
$7.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.77K- 1.83% |
$229K - $258K
|
202K
$14.8M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.03K- 10.91% |
$244K - $276K
|
32.9K
$2.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-4.39K- 4.09% |
$266K - $301K
|
103K
$7.55M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.69K- 5.06% |
$284K - $322K
|
88.1K
$6.46M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.12K- 36.95% |
$311K - $351K
|
8.74K
$640K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-5.27K- 12.86% |
$320K - $361K
|
35.7K
$2.62M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.3K- 74.79% |
$321K - $363K
|
1.79K
$131K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.63K- 61.8% |
$341K - $386K
|
3.48K
$255K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.67K- 33.26% |
$344K - $389K
|
11.4K
$834K
|