Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) 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 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
422K+ 71.34% |
$24.1M - $26.4M
|
1.01M
$59.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
335K+ 125.66% |
$19.1M - $20.9M
|
601K
$35.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
269K+ 129.36% |
$15.4M - $16.8M
|
478K
$28.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
251KNew |
$14.3M - $15.6M
|
251K
$14.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
190KNew |
$10.9M - $11.9M
|
190K
$11.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
152K+ 21.24% |
$8.66M - $9.46M
|
865K
$51.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
108K+ 39.3% |
$6.19M - $6.77M
|
384K
$22.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
104K+ 33.78% |
$5.92M - $6.47M
|
411K
$24.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
73.8K+ 90.28% |
$4.22M - $4.61M
|
156K
$9.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
72.8K+ 20.81% |
$4.16M - $4.55M
|
423K
$25M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
66.3KNew |
$3.79M - $4.14M
|
66.3K
$3.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
54.8K+ 15.09% |
$3.13M - $3.42M
|
418K
$24.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
53.7K+ 13.35% |
$3.07M - $3.35M
|
456K
$26.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
50K+ 5.2% |
$2.85M - $3.12M
|
1.01M
$59.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
32K+ 11.6% |
$1.83M - $2M
|
308K
$18.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
30.6K+ 34.05% |
$1.75M - $1.91M
|
121K
$7.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
26.1K+ 12.22% |
$1.49M - $1.63M
|
240K
$14.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.4KNew |
$1.34M - $1.46M
|
23.4K
$1.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
18.9K+ 3.13% |
$1.08M - $1.18M
|
623K
$36.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
15.8K+ 12.63% |
$903K - $986K
|
141K
$8.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
15.8K+ 3.69% |
$901K - $985K
|
443K
$26.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
13.3K+ 3.23% |
$761K - $832K
|
426K
$25.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
12.9K+ 11.0% |
$739K - $807K
|
131K
$7.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
12.5KNew |
$714K - $780K
|
12.5K
$738K
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
11.6K+ 8.59% |
$660K - $721K
|
146K
$8.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
10.9KNew |
$620K - $677K
|
10.9K
$641K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10.5K+ 71.03% |
$597K - $652K
|
25.2K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9.83K+ 7.88% |
$562K - $614K
|
135K
$7.94M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
9.73K+ 39.04% |
$555K - $607K
|
34.6K
$2.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
9.68KNew |
$553K - $604K
|
9.68K
$571K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
9.66K+ 51.23% |
$552K - $603K
|
28.5K
$1.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
9.22K+ 7.54% |
$527K - $576K
|
132K
$7.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
8.98K+ 5.54% |
$513K - $560K
|
171K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
8.6K+ 8.09% |
$491K - $537K
|
115K
$6.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.85K+ 20.19% |
$448K - $490K
|
46.7K
$2.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
7.8K+ 11.93% |
$445K - $487K
|
73.2K
$4.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
7.76K+ 71.34% |
$443K - $484K
|
18.6K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
7.09K+ 23.36% |
$405K - $442K
|
37.4K
$2.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.62K+ 24.87% |
$378K - $413K
|
33.3K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
6.43K+ 9.32% |
$367K - $401K
|
75.4K
$4.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
6.24K+ 6.84% |
$356K - $389K
|
97.4K
$5.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.08K+ 9.8% |
$347K - $379K
|
68.1K
$4.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
5.71K+ 8.56% |
$326K - $356K
|
72.4K
$4.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
5.18K+ 0.44% |
$296K - $323K
|
1.17M
$69.3M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
4.81K+ 5.85% |
$275K - $300K
|
87.1K
$5.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.27KNew |
$244K - $266K
|
4.27K
$252K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.16K+ 6.66% |
$237K - $259K
|
66.6K
$3.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.08KNew |
$233K - $255K
|
4.08K
$241K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
3.83KNew |
$219K - $239K
|
3.83K
$226K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.77K+ 20.16% |
$215K - $235K
|
22.5K
$1.33M
|