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 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
60.8KNew |
$3.47M - $3.79M
|
60.8K
$3.96M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
58.4K+ 129.56% |
$3.34M - $3.65M
|
104K
$6.74M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
57.3KNew |
$3.27M - $3.58M
|
57.3K
$3.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
54.8K+ 15.09% |
$3.13M - $3.42M
|
418K
$27.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
54.1KNew |
$3.09M - $3.37M
|
54.1K
$3.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
53.7K+ 13.35% |
$3.07M - $3.35M
|
456K
$29.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
53.3K+ 19.55% |
$3.04M - $3.32M
|
326K
$21.2M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
52.1K+ 31.28% |
$2.97M - $3.25M
|
219K
$14.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
50K+ 5.2% |
$2.85M - $3.12M
|
1.01M
$65.8M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
49.8K+ 12.52% |
$2.84M - $3.11M
|
447K
$29.1M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
48.1KNew |
$2.75M - $3M
|
48.1K
$3.13M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
47.7K+ 96.36% |
$2.72M - $2.97M
|
97.1K
$6.32M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
45.8K+ 23.4% |
$2.62M - $2.86M
|
242K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39.9K+ 17.36% |
$2.28M - $2.49M
|
270K
$17.5M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.1K+ 2.76% |
$2.18M - $2.38M
|
1.42M
$92.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
34.7KNew |
$1.98M - $2.17M
|
34.7K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
32.5KNew |
$1.86M - $2.03M
|
32.5K
$2.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
32K+ 11.6% |
$1.83M - $2M
|
308K
$20M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.5K+ 8.08% |
$1.8M - $1.97M
|
421K
$27.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
30.6K+ 34.05% |
$1.75M - $1.91M
|
121K
$7.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
29K+ 19.91% |
$1.66M - $1.81M
|
175K
$11.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
26.1K+ 12.22% |
$1.49M - $1.63M
|
240K
$15.6M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
25.5KNew |
$1.45M - $1.59M
|
25.5K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
25.4K+ 5.85% |
$1.45M - $1.59M
|
460K
$29.9M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
25.1K+ 72.69% |
$1.44M - $1.57M
|
59.7K
$3.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.4KNew |
$1.34M - $1.46M
|
23.4K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
22.8K+ 2.69% |
$1.3M - $1.42M
|
867K
$56.4M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
22.4KNew |
$1.28M - $1.4M
|
22.4K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
21.9K+ 6.0% |
$1.25M - $1.36M
|
387K
$25.2M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.7K+ 2.46% |
$1.24M - $1.35M
|
903K
$58.8M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.5K+ 30.51% |
$1.23M - $1.34M
|
91.8K
$5.97M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21K+ 7.79% |
$1.2M - $1.31M
|
291K
$18.9M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
19.5KNew |
$1.11M - $1.21M
|
19.5K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
18.9K+ 3.13% |
$1.08M - $1.18M
|
623K
$40.5M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
18.2K+ 10.43% |
$1.04M - $1.14M
|
193K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18.2K+ 3.26% |
$1.04M - $1.14M
|
577K
$37.6M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
17.6K+ 96.49% |
$1.01M - $1.1M
|
35.9K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
17.4KNew |
$995K - $1.09M
|
17.4K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
17.2KNew |
$981K - $1.07M
|
17.2K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
16.8K+ 4.11% |
$962K - $1.05M
|
427K
$27.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
15.8K+ 12.63% |
$903K - $986K
|
141K
$9.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
15.8K+ 3.69% |
$901K - $985K
|
443K
$28.8M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
15.1K+ 8.74% |
$864K - $944K
|
188K
$12.2M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
15.1K+ 2.93% |
$861K - $941K
|
530K
$34.5M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
14.6K+ 6.71% |
$836K - $914K
|
233K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
14.2K+ 3.22% |
$811K - $886K
|
454K
$29.6M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
14K+ 8.19% |
$799K - $873K
|
185K
$12M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13.8K+ 104.4% |
$789K - $862K
|
27K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.8K+ 52.22% |
$785K - $858K
|
40.1K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
13.7K+ 8.49% |
$782K - $854K
|
175K
$11.4M
|