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 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
130New |
$8.29K - $9.35K
|
130
$10.2K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
128+ 5.85% |
$8.16K - $9.21K
|
2.32K
$181K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
125+ 0.58% |
$7.97K - $9K
|
21.8K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
BUY
|
- |
125+ 0.75% |
$7.97K - $9K
|
16.8K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
100+ 6.75% |
$6.37K - $7.2K
|
1.58K
$124K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
93+ 0.28% |
$5.93K - $6.69K
|
33.8K
$2.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
76+ 0.44% |
$4.84K - $5.47K
|
17.3K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
75+ 0.38% |
$4.78K - $5.4K
|
19.6K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
63+ 60.0% |
$4.02K - $4.53K
|
168
$13.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
47+ 1.07% |
$3K - $3.38K
|
4.46K
$349K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
39+ 28.68% |
$2.49K - $2.81K
|
175
$13.7K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
34+ 0.06% |
$2.17K - $2.45K
|
52.8K
$4.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23New |
$1.47K - $1.66K
|
23
$1.8K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15+ 0.31% |
$956 - $1.08K
|
4.92K
$384K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$765 - $864
|
12
$939
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
10+ 0.16% |
$637 - $720
|
6.24K
$488K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
9New |
$574 - $648
|
9
$704
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5New |
$319 - $360
|
5
$391
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4+ 0.03% |
$255 - $288
|
11.8K
$920K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3+ 0.05% |
$191 - $216
|
6.42K
$502K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3- 60.0% |
$191 - $216
|
2
$156
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 0.11% |
$382 - $432
|
5.23K
$409K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-7- 0.04% |
$446 - $504
|
16.3K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-8- 1.71% |
$510 - $576
|
460
$36K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-18- 4.01% |
$1.15K - $1.3K
|
431
$33.7K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-27- 0.62% |
$1.72K - $1.94K
|
4.33K
$339K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28- 9.46% |
$1.78K - $2.01K
|
268
$21K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-37- 15.48% |
$2.36K - $2.66K
|
202
$15.8K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-48- 0.74% |
$3.06K - $3.45K
|
6.44K
$503K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-55- 7.72% |
$3.51K - $3.96K
|
657
$51.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-60- 0.71% |
$3.82K - $4.32K
|
8.38K
$655K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-84- 50.0% |
$5.35K - $6.04K
|
84
$6.57K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-87- 0.82% |
$5.55K - $6.26K
|
10.5K
$825K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-94- 2.92% |
$5.99K - $6.76K
|
3.12K
$244K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-117- 0.78% |
$7.46K - $8.42K
|
14.9K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-120- 44.44% |
$7.65K - $8.64K
|
150
$11.7K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-125- 69.44% |
$7.97K - $9K
|
55
$4.3K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-134- 0.51% |
$8.54K - $9.64K
|
26.3K
$2.05M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-155- 0.55% |
$9.88K - $11.2K
|
28K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-200- 3.17% |
$12.7K - $14.4K
|
6.1K
$477K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-205- 3.18% |
$13.1K - $14.8K
|
6.25K
$488K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-213- 66.56% |
$13.6K - $15.3K
|
107
$8.37K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-225- 5.24% |
$14.3K - $16.2K
|
4.07K
$318K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-237- 1.01% |
$15.1K - $17.1K
|
23.3K
$1.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-238- 3.53% |
$15.2K - $17.1K
|
6.51K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-247- 1.17% |
$15.7K - $17.8K
|
20.9K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-263- 0.16% |
$16.8K - $18.9K
|
165K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-284- 1.65% |
$18.1K - $20.4K
|
16.9K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-315- 18.17% |
$20.1K - $22.7K
|
1.42K
$111K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-380- 2.38% |
$24.2K - $27.3K
|
15.6K
$1.22M
|