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 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-5.71K- 7.6% |
$346K - $391K
|
69.4K
$5.09M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-6.01K- 18.08% |
$365K - $412K
|
27.3K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-6.45K- 2.07% |
$391K - $442K
|
305K
$22.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-7.7K- 25.7% |
$467K - $528K
|
22.3K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-8.89K- 4.54% |
$539K - $609K
|
187K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-9.67K- 6.79% |
$586K - $663K
|
133K
$9.72M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9.72K- 12.8% |
$589K - $666K
|
66.2K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-10.7K- 1.19% |
$651K - $736K
|
894K
$65.5M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-12.3K- 1.63% |
$744K - $841K
|
739K
$54.1M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-12.9K- 11.44% |
$780K - $882K
|
99.6K
$7.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.4K- 2.0% |
$814K - $921K
|
657K
$48.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-13.5K- 21.15% |
$819K - $926K
|
50.4K
$3.69M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-19.6K- 11.07% |
$1.19M - $1.35M
|
158K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-34.6K- 19.06% |
$2.1M - $2.37M
|
147K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-37.1K- 29.51% |
$2.25M - $2.55M
|
88.7K
$6.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-37.3K- 50.0% |
$2.26M - $2.56M
|
37.3K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-39.5K- 5.06% |
$2.4M - $2.71M
|
741K
$54.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-40K- 7.09% |
$2.42M - $2.74M
|
524K
$38.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-41.2K- 27.08% |
$2.5M - $2.82M
|
111K
$8.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-41.5K- 10.77% |
$2.52M - $2.84M
|
344K
$25.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-46.6K- 6.9% |
$2.83M - $3.2M
|
629K
$46.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-50K- 13.07% |
$3.03M - $3.43M
|
333K
$24.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-64.3K- 7.97% |
$3.9M - $4.41M
|
743K
$54.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-74.1K- 22.73% |
$4.5M - $5.08M
|
252K
$18.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-80.2K- 24.28% |
$4.86M - $5.5M
|
250K
$18.3M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-81.7K- 20.17% |
$4.95M - $5.6M
|
323K
$23.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-85.2K- 32.22% |
$5.16M - $5.84M
|
179K
$13.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-105K- 7.08% |
$6.36M - $7.19M
|
1.38M
$101M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-159K- 3.24% |
$9.62M - $10.9M
|
4.73M
$347M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-183K- 99.82% |
$11.1M - $12.5M
|
334
$24.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-185K- 96.57% |
$11.2M - $12.7M
|
6.57K
$482K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-200K- 9.02% |
$12.1M - $13.7M
|
2.02M
$148M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.15M- 23.2% |
$69.4M - $78.5M
|
3.79M
$278M
|