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 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.77K+ 182.49% |
$559K - $631K
|
13.6K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
8.72KNew |
$555K - $627K
|
8.72K
$682K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8.69K+ 24.97% |
$554K - $625K
|
43.5K
$3.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
8.65KNew |
$552K - $623K
|
8.65K
$677K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
8.63KNew |
$550K - $621K
|
8.63K
$675K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.07K+ 27.14% |
$514K - $581K
|
37.8K
$2.96M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
8.04K+ 5.49% |
$512K - $578K
|
154K
$12.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
7.97K+ 6.97% |
$508K - $574K
|
122K
$9.57M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
7.94K+ 1.12% |
$506K - $572K
|
715K
$56M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.79KNew |
$497K - $561K
|
7.79K
$610K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.72K+ 10.19% |
$492K - $555K
|
83.5K
$6.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7.39K+ 1.76% |
$471K - $532K
|
427K
$33.4M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.33K+ 10.64% |
$467K - $527K
|
76.2K
$5.96M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
7.24K+ 12.49% |
$461K - $521K
|
65.2K
$5.1M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
7.18K+ 8.76% |
$458K - $517K
|
89.1K
$6.97M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
7.12KNew |
$454K - $513K
|
7.12K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
7.04K+ 5.16% |
$449K - $506K
|
143K
$11.2M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6.97K+ 4.65% |
$445K - $502K
|
157K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.96K+ 18.95% |
$444K - $501K
|
43.7K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.59K+ 47.67% |
$420K - $474K
|
20.4K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.31K+ 17.62% |
$402K - $454K
|
42.1K
$3.29M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6.21K+ 2.17% |
$396K - $447K
|
292K
$22.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.13K+ 7.16% |
$391K - $441K
|
91.8K
$7.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
6.13K+ 134.73% |
$391K - $441K
|
10.7K
$835K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.08KNew |
$387K - $437K
|
6.08K
$475K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.96K+ 7.53% |
$380K - $429K
|
85.1K
$6.66M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.83K+ 7.72% |
$371K - $419K
|
81.3K
$6.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
5.5K+ 10.04% |
$350K - $396K
|
60.2K
$4.71M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.49KNew |
$350K - $395K
|
5.49K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.46K+ 6.19% |
$348K - $393K
|
93.7K
$7.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.39K+ 1.72% |
$344K - $388K
|
318K
$24.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
5.39K+ 5.48% |
$344K - $388K
|
104K
$8.11M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
5.27K+ 40.52% |
$336K - $379K
|
18.3K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.02KNew |
$320K - $361K
|
5.02K
$392K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.99K+ 5.77% |
$318K - $359K
|
91.6K
$7.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
4.9K+ 9.21% |
$313K - $353K
|
58.1K
$4.55M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
4.86K+ 21.81% |
$310K - $350K
|
27.1K
$2.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.84KNew |
$309K - $349K
|
4.84K
$379K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.68K+ 1.05% |
$298K - $337K
|
448K
$35M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
4.65K+ 7.55% |
$297K - $335K
|
66.3K
$5.18M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.38KNew |
$279K - $315K
|
4.38K
$343K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4.37K+ 2.92% |
$279K - $315K
|
154K
$12.1M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.34K+ 4.58% |
$277K - $313K
|
99.3K
$7.76M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.33K+ 5.86% |
$276K - $312K
|
78.2K
$6.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.11K+ 54.71% |
$262K - $296K
|
11.6K
$909K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.03K+ 4.74% |
$257K - $290K
|
89.2K
$6.97M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.96K+ 14.37% |
$253K - $285K
|
31.5K
$2.47M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.91K+ 1.29% |
$249K - $281K
|
306K
$23.9M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.88K+ 39.44% |
$247K - $279K
|
13.7K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.75KNew |
$239K - $270K
|
3.75K
$293K
|