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 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
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
3.69KNew |
$210K - $230K
|
3.69K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
3.43KNew |
$196K - $214K
|
3.43K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
3.19K+ 12.78% |
$182K - $199K
|
28.2K
$1.66M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
3.08K+ 5.48% |
$176K - $192K
|
59.4K
$3.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.45KNew |
$140K - $153K
|
2.45K
$145K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.33K+ 14.93% |
$133K - $145K
|
17.9K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.11K+ 2.94% |
$121K - $132K
|
73.8K
$4.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.1K+ 4.12% |
$120K - $131K
|
53K
$3.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
1.75K+ 46.3% |
$99.8K - $109K
|
5.52K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
1.45K+ 2.49% |
$82.9K - $90.5K
|
59.8K
$3.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.42K+ 1.46% |
$80.9K - $88.4K
|
98.8K
$5.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.28K+ 12.45% |
$73.3K - $80.1K
|
11.6K
$684K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.26K+ 1.88% |
$72K - $78.7K
|
68.2K
$4.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.22K+ 6.5% |
$69.6K - $76K
|
19.9K
$1.18M
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.2K+ 11.56% |
$68.5K - $74.9K
|
11.6K
$683K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.18K+ 16.01% |
$67.3K - $73.6K
|
8.54K
$504K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.16K+ 1.29% |
$66.4K - $72.5K
|
91.4K
$5.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
1.14K+ 2.38% |
$65.2K - $71.3K
|
49.1K
$2.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
804+ 3.31% |
$45.9K - $50.2K
|
25.1K
$1.48M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
764New |
$43.6K - $47.7K
|
764
$45.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
731+ 0.56% |
$41.7K - $45.6K
|
131K
$7.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
696+ 543.75% |
$39.7K - $43.4K
|
824
$48.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
654+ 19.08% |
$37.3K - $40.8K
|
4.08K
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
589+ 5.14% |
$33.6K - $36.8K
|
12.1K
$711K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
554+ 3.87% |
$31.6K - $34.6K
|
14.9K
$877K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
523+ 3.39% |
$29.9K - $32.6K
|
15.9K
$941K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
442+ 9.48% |
$25.2K - $27.6K
|
5.1K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
331+ 9.56% |
$18.9K - $20.7K
|
3.79K
$224K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
287+ 1.33% |
$16.4K - $17.9K
|
21.9K
$1.29M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
253+ 3.01% |
$14.4K - $15.8K
|
8.65K
$510K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
225+ 2.18% |
$12.8K - $14K
|
10.5K
$622K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
209+ 32.71% |
$11.9K - $13K
|
848
$50K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
157New |
$8.97K - $9.8K
|
157
$9.27K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
148New |
$8.45K - $9.24K
|
148
$8.73K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
94+ 0.44% |
$5.37K - $5.87K
|
21.4K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
91+ 50.84% |
$5.2K - $5.68K
|
270
$15.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
77New |
$4.4K - $4.8K
|
77
$4.54K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
75+ 0.91% |
$4.28K - $4.68K
|
8.32K
$491K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
70New |
$4K - $4.37K
|
70
$4.13K
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
38+ 0.54% |
$2.17K - $2.37K
|
7.09K
$419K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
11+ 0.08% |
$628 - $686
|
13.8K
$815K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$514 - $562
|
9
$531
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
8+ 0.21% |
$457 - $499
|
3.87K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-37- 0.74% |
$2.11K - $2.31K
|
4.97K
$294K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-72- 0.15% |
$4.11K - $4.49K
|
47.8K
$2.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-109- 0.69% |
$6.22K - $6.8K
|
15.7K
$924K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-127- 0.4% |
$7.25K - $7.92K
|
31.4K
$1.85M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-209- 0.05% |
$11.9K - $13K
|
402K
$23.7M
|