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 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-4.15K- 1.95% |
$264K - $298K
|
209K
$16.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.19K- 9.96% |
$267K - $301K
|
37.9K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.22K- 15.7% |
$269K - $304K
|
22.7K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-4.34K- 5.87% |
$277K - $312K
|
69.6K
$5.45M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.49K- 35.12% |
$286K - $323K
|
8.29K
$648K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5.26K- 3.14% |
$335K - $378K
|
162K
$12.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-5.69K- 10.17% |
$362K - $409K
|
50.2K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.15K- 10.01% |
$392K - $443K
|
55.3K
$4.33M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.4K- 67.8% |
$408K - $460K
|
3.04K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-6.43K- 8.81% |
$410K - $462K
|
66.5K
$5.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-6.52K- 1.85% |
$415K - $469K
|
347K
$27.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.61K- 5.72% |
$421K - $476K
|
109K
$8.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-6.88K- 19.01% |
$439K - $495K
|
29.3K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.4K- 23.87% |
$471K - $532K
|
23.6K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-7.53K- 15.45% |
$480K - $542K
|
41.2K
$3.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-8.64K- 4.07% |
$551K - $622K
|
204K
$15.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.3K- 1.51% |
$593K - $670K
|
607K
$47.5M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-10.4K- 39.31% |
$665K - $751K
|
16.1K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-13.1K- 16.89% |
$832K - $939K
|
64.2K
$5.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-15.7K- 14.95% |
$1M - $1.13M
|
89.4K
$6.99M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15.8K- 76.31% |
$1.01M - $1.14M
|
4.92K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-18.1K- 3.07% |
$1.15M - $1.3M
|
573K
$44.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-20.6K- 48.76% |
$1.31M - $1.48M
|
21.6K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.1K- 93.59% |
$1.73M - $1.95M
|
1.86K
$145K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-37K- 2.21% |
$2.36M - $2.66M
|
1.64M
$128M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-38.4K- 99.33% |
$2.45M - $2.77M
|
258
$20.2K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-38.8K- 11.36% |
$2.47M - $2.79M
|
303K
$23.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.4K- 33.96% |
$2.51M - $2.83M
|
76.6K
$5.99M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-48.3K- 24.99% |
$3.08M - $3.47M
|
145K
$11.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-137K- 93.42% |
$8.76M - $9.89M
|
9.69K
$757K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-177K- 32.04% |
$11.3M - $12.7M
|
375K
$29.3M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-269K- 77.07% |
$17.1M - $19.3M
|
79.9K
$6.25M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-581K- 96.25% |
$37.1M - $41.8M
|
22.7K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.14M- 81.14% |
$72.7M - $82.1M
|
265K
$20.7M
|