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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
23.1K+ 25.14% |
$1.47M - $1.66M
|
115K
$9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.8K+ 26.32% |
$1.45M - $1.64M
|
109K
$8.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
22.1K+ 9.42% |
$1.41M - $1.59M
|
257K
$20.1M
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
22K+ 9.82% |
$1.4M - $1.59M
|
246K
$19.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22K+ 161.16% |
$1.4M - $1.58M
|
35.6K
$2.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
21.8K+ 23.84% |
$1.39M - $1.57M
|
113K
$8.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.5K+ 447.89% |
$1.37M - $1.55M
|
26.3K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
21.4K+ 34.47% |
$1.36M - $1.54M
|
83.4K
$6.53M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
21.2K+ 0.86% |
$1.35M - $1.52M
|
2.48M
$194M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20.9K+ 19.11% |
$1.33M - $1.5M
|
130K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20.2K+ 4.84% |
$1.29M - $1.46M
|
438K
$34.3M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
19.9K+ 7.56% |
$1.27M - $1.43M
|
283K
$22.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19.7K+ 30.47% |
$1.26M - $1.42M
|
84.5K
$6.61M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.7K+ 34.01% |
$1.26M - $1.42M
|
77.6K
$6.07M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
19.1K+ 11.22% |
$1.22M - $1.37M
|
189K
$14.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
18.5K+ 26.67% |
$1.18M - $1.33M
|
87.9K
$6.88M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
17.8K+ 28.27% |
$1.13M - $1.28M
|
80.7K
$6.31M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
17.7K+ 1071.58% |
$1.13M - $1.27M
|
19.3K
$1.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
17.6K+ 7.06% |
$1.12M - $1.27M
|
267K
$20.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
17.5K+ 18.94% |
$1.11M - $1.26M
|
110K
$8.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
16.5K+ 143.13% |
$1.05M - $1.19M
|
28K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
16.4K+ 10.71% |
$1.05M - $1.18M
|
170K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.2KNew |
$1.03M - $1.17M
|
16.2K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16K+ 88.77% |
$1.02M - $1.15M
|
34K
$2.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
15.2KNew |
$967K - $1.09M
|
15.2K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
14.7K+ 7.32% |
$940K - $1.06M
|
216K
$16.9M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
14.4K+ 307.36% |
$920K - $1.04M
|
19.1K
$1.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
13.9K+ 6.41% |
$886K - $1M
|
231K
$18M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
13.7K+ 2.11% |
$873K - $985K
|
663K
$51.9M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13.6KNew |
$866K - $978K
|
13.6K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12.8K+ 415.72% |
$817K - $923K
|
15.9K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
12.8K+ 38.25% |
$815K - $921K
|
46.2K
$3.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
12.6K+ 13.43% |
$806K - $910K
|
107K
$8.35M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
12.5K+ 2.56% |
$796K - $898K
|
501K
$39.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
12.4K+ 7.53% |
$792K - $895K
|
178K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.1KNew |
$771K - $871K
|
12.1K
$946K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
11.5K+ 20.75% |
$731K - $825K
|
66.7K
$5.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
11.3K+ 2.2% |
$719K - $811K
|
523K
$40.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
11.2K+ 336.36% |
$714K - $806K
|
14.5K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
10.5K+ 53.92% |
$670K - $757K
|
30K
$2.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
10.1KNew |
$646K - $729K
|
10.1K
$793K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10K+ 34.08% |
$638K - $720K
|
39.4K
$3.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9.95K+ 14.13% |
$634K - $716K
|
80.4K
$6.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.93KNew |
$633K - $715K
|
9.93K
$777K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
9.81K+ 14.82% |
$625K - $706K
|
76K
$5.94M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
9.53K+ 217.5% |
$608K - $686K
|
13.9K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
9.45K+ 15.52% |
$602K - $680K
|
70.3K
$5.5M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
9.22KNew |
$588K - $664K
|
9.22K
$721K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.2K+ 434.36% |
$587K - $662K
|
11.3K
$886K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
9.12KNew |
$582K - $656K
|
9.12K
$714K
|