Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) 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 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.82M+ 50.16% |
$308M - $347M
|
14.4M
$1.13B
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.51M+ 979.75% |
$96M - $108M
|
1.66M
$130M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.17M+ 118.11% |
$74.6M - $84.3M
|
2.16M
$169M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
859K+ 8.7% |
$54.8M - $61.8M
|
10.7M
$840M
|
|
|
May 12, 2025
Q1 2025
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
715KNew |
$45.6M - $51.5M
|
715K
$55.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
581KNew |
$37M - $41.8M
|
581K
$45.4M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
544K+ 1045.7% |
$34.7M - $39.1M
|
596K
$46.6M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
465K+ 14.84% |
$29.7M - $33.5M
|
3.6M
$282M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
450K+ 120.49% |
$28.7M - $32.4M
|
824K
$64.4M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
385K+ 9012.79% |
$24.5M - $27.7M
|
389K
$30.4M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
301K+ 412.45% |
$19.2M - $21.7M
|
374K
$29.2M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
300K+ 5.09% |
$19.1M - $21.6M
|
6.19M
$484M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
255KNew |
$16.2M - $18.3M
|
255K
$19.9M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
172K+ 71.89% |
$11M - $12.4M
|
412K
$32.2M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
154K+ 15.98% |
$9.84M - $11.1M
|
1.12M
$87.6M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
138K+ 85.29% |
$8.8M - $9.94M
|
300K
$23.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
134KNew |
$8.52M - $9.61M
|
134K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
127KNew |
$8.12M - $9.16M
|
127K
$9.96M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
105K+ 193.69% |
$6.66M - $7.52M
|
158K
$12.4M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
104KNew |
$6.6M - $7.45M
|
104K
$8.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
101K+ 6.64% |
$6.42M - $7.25M
|
1.62M
$126M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
98.7K+ 34.98% |
$6.29M - $7.1M
|
381K
$29.8M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
89K+ 14.83% |
$5.67M - $6.4M
|
689K
$53.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
86.6K+ 62.89% |
$5.52M - $6.23M
|
224K
$17.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
81.8K+ 9.2% |
$5.21M - $5.89M
|
971K
$76M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
73.2KNew |
$4.67M - $5.27M
|
73.2K
$5.73M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
69.1K+ 195.97% |
$4.4M - $4.97M
|
104K
$8.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
65.4KNew |
$4.17M - $4.71M
|
65.4K
$5.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
65.1K+ 360.0% |
$4.15M - $4.69M
|
83.2K
$6.51M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
55.1K+ 38.06% |
$3.51M - $3.97M
|
200K
$15.6M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
54.8K+ 67.67% |
$3.49M - $3.94M
|
136K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
52.7KNew |
$3.36M - $3.79M
|
52.7K
$4.12M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
51.9KNew |
$3.31M - $3.73M
|
51.9K
$4.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
51.4K+ 244.72% |
$3.28M - $3.7M
|
72.5K
$5.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
50.4K+ 4.0% |
$3.21M - $3.62M
|
1.31M
$102M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
47.9K+ 42.98% |
$3.06M - $3.45M
|
159K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.5K+ 11.56% |
$2.96M - $3.35M
|
448K
$35.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.4K+ 64.77% |
$2.83M - $3.19M
|
113K
$8.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
39.5K+ 65.44% |
$2.52M - $2.84M
|
99.8K
$7.8M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
38.4K+ 26.93% |
$2.45M - $2.77M
|
181K
$14.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
37.6K+ 32.59% |
$2.39M - $2.7M
|
153K
$12M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
36K+ 241.43% |
$2.3M - $2.59M
|
51K
$3.99M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.6K+ 26.99% |
$2.02M - $2.27M
|
149K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
31.5K+ 5.98% |
$2.01M - $2.27M
|
559K
$43.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
31.4K+ 49.88% |
$2M - $2.26M
|
94.4K
$7.38M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
30.1K+ 22.12% |
$1.92M - $2.16M
|
166K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
28.8K+ 5.78% |
$1.84M - $2.07M
|
527K
$41.2M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
28.6KNew |
$1.82M - $2.06M
|
28.6K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.3K+ 25.94% |
$1.67M - $1.89M
|
127K
$9.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
25.3K+ 10.26% |
$1.61M - $1.82M
|
272K
$21.3M
|