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
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.7K+ 8.22% |
$780K - $852K
|
180K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
13.5K+ 498.3% |
$769K - $840K
|
16.2K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
13.3K+ 3.23% |
$761K - $832K
|
426K
$27.7M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
13.1K+ 3.74% |
$747K - $817K
|
363K
$23.6M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
13KNew |
$743K - $812K
|
13K
$846K
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
12.9K+ 11.0% |
$739K - $807K
|
131K
$8.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
12.7K+ 15.08% |
$724K - $791K
|
96.8K
$6.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
12.5KNew |
$714K - $780K
|
12.5K
$814K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
12.5K+ 55.93% |
$714K - $780K
|
34.8K
$2.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
12.3K+ 10.99% |
$703K - $768K
|
124K
$8.09M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.2KNew |
$697K - $762K
|
12.2K
$794K
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
11.9K+ 21.52% |
$682K - $745K
|
67.5K
$4.39M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
11.8K+ 3.44% |
$672K - $734K
|
354K
$23M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
11.6K+ 25.59% |
$660K - $721K
|
56.7K
$3.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
11.6K+ 8.59% |
$660K - $721K
|
146K
$9.5M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 222.58% |
$636K - $695K
|
16.1K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10.9K+ 7.36% |
$625K - $683K
|
160K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.9K+ 2.15% |
$622K - $679K
|
517K
$33.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
10.9KNew |
$620K - $677K
|
10.9K
$706K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.6KNew |
$603K - $659K
|
10.6K
$688K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$601K - $657K
|
10.5K
$685K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10.5K+ 71.03% |
$597K - $652K
|
25.2K
$1.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
10.4K+ 12.82% |
$593K - $647K
|
91.3K
$5.94M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10KNew |
$571K - $624K
|
10K
$651K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9.83K+ 7.88% |
$562K - $614K
|
135K
$8.76M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
9.73K+ 39.04% |
$555K - $607K
|
34.6K
$2.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
9.68KNew |
$553K - $604K
|
9.68K
$630K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
9.66K+ 51.23% |
$552K - $603K
|
28.5K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
9.27KNew |
$529K - $578K
|
9.27K
$603K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
9.22K+ 7.54% |
$527K - $576K
|
132K
$8.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
8.98K+ 5.54% |
$513K - $560K
|
171K
$11.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.83K+ 17.1% |
$504K - $551K
|
60.5K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.82K+ 114.32% |
$504K - $551K
|
16.5K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.66KNew |
$495K - $541K
|
8.66K
$564K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
8.6K+ 8.09% |
$491K - $537K
|
115K
$7.48M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.5K+ 15.96% |
$485K - $530K
|
61.7K
$4.02M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.46KNew |
$483K - $528K
|
8.46K
$551K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.33K+ 7.82% |
$476K - $520K
|
115K
$7.48M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
8.19KNew |
$468K - $511K
|
8.19K
$533K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.85K+ 20.19% |
$448K - $490K
|
46.7K
$3.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
7.8K+ 11.93% |
$445K - $487K
|
73.2K
$4.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
7.76K+ 71.34% |
$443K - $484K
|
18.6K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.72K+ 56.64% |
$441K - $482K
|
21.4K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.38KNew |
$421K - $460K
|
7.38K
$480K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
7.32K+ 67.62% |
$418K - $457K
|
18.2K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
7.09K+ 23.36% |
$405K - $442K
|
37.4K
$2.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.08KNew |
$404K - $442K
|
7.08K
$461K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6.98K+ 4.74% |
$399K - $436K
|
154K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
6.95K+ 3.99% |
$397K - $434K
|
181K
$11.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6.75K+ 2.37% |
$386K - $421K
|
291K
$19M
|