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 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1KNew |
$63.7K - $72K
|
1K
$78.2K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
994+ 7.86% |
$63.4K - $71.5K
|
13.6K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
967New |
$61.6K - $69.6K
|
967
$75.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
875+ 3.75% |
$55.8K - $63K
|
24.2K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
858+ 5.0% |
$54.7K - $61.7K
|
18K
$1.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
856New |
$54.6K - $61.6K
|
856
$66.9K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
840+ 60.26% |
$53.5K - $60.4K
|
2.23K
$175K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
838+ 2.97% |
$53.4K - $60.3K
|
29.1K
$2.28M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
832+ 8.6% |
$53K - $59.9K
|
10.5K
$822K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
817+ 0.49% |
$52.1K - $58.8K
|
167K
$13.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
800+ 4.05% |
$51K - $57.6K
|
20.6K
$1.61M
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
757+ 2.07% |
$48.3K - $54.5K
|
37.3K
$2.92M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
731+ 32.17% |
$46.6K - $52.6K
|
3K
$235K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
661+ 18.64% |
$42.1K - $47.6K
|
4.21K
$329K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
654+ 14.45% |
$41.7K - $47.1K
|
5.18K
$405K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
647+ 3.67% |
$41.2K - $46.6K
|
18.3K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
621+ 2.6% |
$39.6K - $44.7K
|
24.5K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
599+ 20.02% |
$38.2K - $43.1K
|
3.59K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
588New |
$37.5K - $42.3K
|
588
$46K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
575+ 12.38% |
$36.7K - $41.4K
|
5.22K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
521+ 8.93% |
$33.2K - $37.5K
|
6.36K
$497K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
493+ 379.23% |
$31.4K - $35.5K
|
623
$48.7K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
486+ 1.4% |
$31K - $35K
|
35.2K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
480New |
$30.6K - $34.5K
|
480
$37.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
471+ 0.86% |
$30K - $33.9K
|
55K
$4.3M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
463+ 0.37% |
$29.5K - $33.3K
|
125K
$9.78M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
451+ 5.55% |
$28.7K - $32.5K
|
8.58K
$671K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
450+ 2.44% |
$28.7K - $32.4K
|
18.9K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
410New |
$26.1K - $29.5K
|
410
$32.1K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
405+ 3.15% |
$25.8K - $29.1K
|
13.3K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
402+ 10.26% |
$25.6K - $28.9K
|
4.32K
$338K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
393+ 5.66% |
$25K - $28.3K
|
7.34K
$574K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
391+ 10.15% |
$24.9K - $28.1K
|
4.24K
$332K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
380+ 1.03% |
$24.2K - $27.3K
|
37.2K
$2.91M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
350+ 2.15% |
$22.3K - $25.2K
|
16.6K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
349+ 8.04% |
$22.2K - $25.1K
|
4.69K
$367K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
331+ 0.58% |
$21.1K - $23.8K
|
57.3K
$4.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
319+ 3.35% |
$20.3K - $23K
|
9.83K
$769K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
304+ 0.83% |
$19.4K - $21.9K
|
37.1K
$2.9M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
299+ 22.81% |
$19.1K - $21.5K
|
1.61K
$126K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
296+ 8.5% |
$18.9K - $21.3K
|
3.78K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
264+ 2.43% |
$16.8K - $19K
|
11.1K
$870K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
250+ 2.88% |
$15.9K - $18K
|
8.93K
$698K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
227New |
$14.5K - $16.3K
|
227
$17.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
170+ 1.85% |
$10.8K - $12.2K
|
9.37K
$732K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
159New |
$10.1K - $11.4K
|
159
$12.4K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
152+ 24.32% |
$9.69K - $10.9K
|
777
$60.8K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
150New |
$9.56K - $10.8K
|
150
$11.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
145+ 161.11% |
$9.24K - $10.4K
|
235
$18.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
144+ 0.25% |
$9.18K - $10.4K
|
56.7K
$4.44M
|