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
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-4.9K- 13.81% |
$280K - $306K
|
30.6K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-4.9K- 9.03% |
$280K - $306K
|
49.4K
$3.22M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-5.59K- 6.36% |
$319K - $349K
|
82.2K
$5.35M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6K- 45.45% |
$343K - $374K
|
7.2K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-6.03K- 97.46% |
$344K - $376K
|
157
$10.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.78K- 5.0% |
$387K - $423K
|
129K
$8.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-7.12K- 3.26% |
$407K - $444K
|
211K
$13.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-7.21K- 13.46% |
$412K - $450K
|
46.4K
$3.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-7.93K- 65.9% |
$453K - $495K
|
4.1K
$267K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.41K- 53.28% |
$480K - $525K
|
7.37K
$480K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-9.18K- 9.06% |
$524K - $573K
|
92.1K
$5.99M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-9.27K- 1.7% |
$529K - $578K
|
536K
$34.9M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-10K- 11.29% |
$572K - $625K
|
78.6K
$5.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-10K- 24.47% |
$572K - $625K
|
30.9K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.7K- 0.58% |
$613K - $670K
|
1.84M
$119M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11.1K- 13.34% |
$631K - $690K
|
71.8K
$4.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-13.8K- 6.63% |
$789K - $862K
|
195K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-14.5K- 15.94% |
$828K - $905K
|
76.5K
$4.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-14.6K- 16.56% |
$832K - $909K
|
73.4K
$4.78M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-15.8K- 1.2% |
$904K - $988K
|
1.3M
$84.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16K- 36.82% |
$913K - $998K
|
27.4K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-16K- 5.92% |
$915K - $1M
|
254K
$16.6M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-17K- 25.24% |
$969K - $1.06M
|
50.2K
$3.27M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-24.2K- 79.16% |
$1.38M - $1.51M
|
6.36K
$414K
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-28.5K- 8.85% |
$1.63M - $1.78M
|
293K
$19.1M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-38.5K- 9.23% |
$2.2M - $2.4M
|
379K
$24.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-40.8K- 88.01% |
$2.33M - $2.55M
|
5.56K
$362K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-49.6K- 99.88% |
$2.83M - $3.09M
|
60
$3.9K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-49.8K- 4.3% |
$2.84M - $3.11M
|
1.11M
$72.2M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-50.8K- 99.7% |
$2.9M - $3.17M
|
155
$10.1K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-50.9K- 11.18% |
$2.9M - $3.17M
|
404K
$26.3M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-55.5K- 27.4% |
$3.17M - $3.47M
|
147K
$9.57M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-64.5K- 30.02% |
$3.68M - $4.03M
|
150K
$9.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-69.7K- 47.67% |
$3.98M - $4.35M
|
76.4K
$4.98M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-71.4K- 86.62% |
$4.08M - $4.46M
|
11K
$718K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-78K- 5.26% |
$4.46M - $4.87M
|
1.4M
$91.4M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-89.7K- 65.7% |
$5.12M - $5.6M
|
46.8K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-109K- 4.97% |
$6.23M - $6.8M
|
2.08M
$136M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-125K- 97.0% |
$7.14M - $7.8M
|
3.87K
$252K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-159K- 76.6% |
$9.1M - $9.95M
|
48.7K
$3.17M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-196K- 80.23% |
$11.2M - $12.3M
|
48.4K
$3.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-199K- 73.77% |
$11.3M - $12.4M
|
70.6K
$4.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-276K- 13.25% |
$15.8M - $17.2M
|
1.81M
$118M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-812K- 16.27% |
$46.4M - $50.7M
|
4.18M
$272M
|