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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.18M+ 7.12% |
$67.4M - $73.6M
|
17.7M
$1.15B
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.07M+ 5089.97% |
$61M - $66.6M
|
1.09M
$70.9M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
864K+ 10.76% |
$49.3M - $53.9M
|
8.89M
$579M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
515K+ 368.08% |
$29.4M - $32.1M
|
655K
$42.6M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
503K+ 57.11% |
$28.7M - $31.4M
|
1.38M
$90M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
424K+ 123.35% |
$24.2M - $26.5M
|
768K
$50M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
422K+ 71.34% |
$24.1M - $26.4M
|
1.01M
$66M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
335K+ 125.66% |
$19.1M - $20.9M
|
601K
$39.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
319K+ 15.42% |
$18.2M - $19.9M
|
2.39M
$156M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
305K+ 31.27% |
$17.4M - $19M
|
1.28M
$83.3M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
297K+ 27.9% |
$17M - $18.5M
|
1.36M
$88.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
269K+ 129.36% |
$15.4M - $16.8M
|
478K
$31.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
251KNew |
$14.3M - $15.6M
|
251K
$16.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
237K+ 524.21% |
$13.5M - $14.8M
|
283K
$18.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
228K+ 101.01% |
$13M - $14.2M
|
454K
$29.5M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
221K+ 20.7% |
$12.6M - $13.8M
|
1.29M
$84M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
209K+ 27.94% |
$12M - $13.1M
|
958K
$62.4M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
204K+ 5964.69% |
$11.6M - $12.7M
|
207K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
190KNew |
$10.9M - $11.9M
|
190K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
176KNew |
$10.1M - $11M
|
176K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
172K+ 8.34% |
$9.81M - $10.7M
|
2.23M
$145M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
172K+ 63.83% |
$9.8M - $10.7M
|
440K
$28.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
170KNew |
$9.71M - $10.6M
|
170K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
169KNew |
$9.68M - $10.6M
|
169K
$11M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
153K+ 8.61% |
$8.73M - $9.54M
|
1.93M
$126M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
152K+ 21.24% |
$8.66M - $9.46M
|
865K
$56.3M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
148K+ 39.71% |
$8.43M - $9.21M
|
519K
$33.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
142K+ 23.39% |
$8.13M - $8.88M
|
751K
$48.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134K+ 10.01% |
$7.65M - $8.35M
|
1.47M
$95.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
126K+ 59.19% |
$7.17M - $7.83M
|
338K
$22M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
117KNew |
$6.68M - $7.3M
|
117K
$7.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
115K+ 0.77% |
$6.58M - $7.19M
|
15M
$978M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
115K+ 102.5% |
$6.58M - $7.19M
|
228K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
112K+ 28.3% |
$6.38M - $6.97M
|
506K
$33M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
108K+ 39.3% |
$6.19M - $6.77M
|
384K
$25M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
104K+ 33.78% |
$5.92M - $6.47M
|
411K
$26.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
103KNew |
$5.88M - $6.43M
|
103K
$6.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
100K+ 4.57% |
$5.73M - $6.26M
|
2.3M
$149M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
94.9K+ 78.59% |
$5.42M - $5.92M
|
216K
$14M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
90.9KNew |
$5.19M - $5.67M
|
90.9K
$5.92M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
87.3K+ 18.58% |
$4.99M - $5.45M
|
557K
$36.3M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
77.4K+ 218.24% |
$4.42M - $4.83M
|
113K
$7.34M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
75K+ 575.29% |
$4.29M - $4.68M
|
88.1K
$5.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
73.8K+ 90.28% |
$4.22M - $4.61M
|
156K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
72.8K+ 20.81% |
$4.16M - $4.55M
|
423K
$27.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71K+ 90.08% |
$4.06M - $4.43M
|
150K
$9.75M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
70.1K+ 10.28% |
$4M - $4.37M
|
752K
$48.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
66.3KNew |
$3.79M - $4.14M
|
66.3K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
64.5K+ 6.08% |
$3.68M - $4.02M
|
1.13M
$73.3M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
61.1K+ 13.66% |
$3.49M - $3.81M
|
508K
$33.1M
|