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 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-328- 2.76% |
$18.7K - $20.5K
|
11.6K
$683K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-375- 0.38% |
$21.4K - $23.4K
|
98.8K
$5.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-583- 0.2% |
$33.3K - $36.4K
|
293K
$17.3M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-844- 20.15% |
$48.2K - $52.7K
|
3.34K
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-846- 3.67% |
$48.3K - $52.8K
|
22.2K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-850- 26.15% |
$48.5K - $53K
|
2.4K
$142K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.07K- 71.1% |
$61.1K - $66.8K
|
435
$25.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.11K- 4.32% |
$63.4K - $69.3K
|
24.6K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 1.24% |
$64.4K - $70.3K
|
89.8K
$5.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-1.14K- 15.93% |
$65.2K - $71.2K
|
6.02K
$355K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.31K- 0.71% |
$74.6K - $81.5K
|
183K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.31K- 3.54% |
$74.9K - $81.9K
|
35.7K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.6K- 12.01% |
$91.4K - $99.8K
|
11.7K
$692K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.88K- 0.69% |
$107K - $117K
|
269K
$15.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-2.06K- 12.44% |
$118K - $129K
|
14.5K
$856K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.21K- 95.67% |
$126K - $138K
|
100
$5.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-2.79K- 35.46% |
$159K - $174K
|
5.07K
$299K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2.87K- 0.73% |
$164K - $179K
|
392K
$23.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.36K- 2.82% |
$192K - $209K
|
116K
$6.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.39K- 38.64% |
$194K - $212K
|
5.38K
$318K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-3.56K- 16.67% |
$204K - $222K
|
17.8K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.28K- 1.6% |
$244K - $267K
|
263K
$15.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-4.36K- 3.85% |
$249K - $272K
|
109K
$6.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.78K- 5.0% |
$387K - $423K
|
129K
$7.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-7.12K- 3.26% |
$407K - $444K
|
211K
$12.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-7.21K- 13.46% |
$412K - $450K
|
46.4K
$2.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-7.93K- 65.9% |
$453K - $495K
|
4.1K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-13.8K- 6.63% |
$789K - $862K
|
195K
$11.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-14.5K- 15.94% |
$828K - $905K
|
76.5K
$4.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16K- 36.82% |
$913K - $998K
|
27.4K
$1.62M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-28.5K- 8.85% |
$1.63M - $1.78M
|
293K
$17.3M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-50.9K- 11.18% |
$2.9M - $3.17M
|
404K
$23.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-69.7K- 47.67% |
$3.98M - $4.35M
|
76.4K
$4.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-159K- 76.6% |
$9.1M - $9.95M
|
48.7K
$2.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-199K- 73.77% |
$11.3M - $12.4M
|
70.6K
$4.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-276K- 13.25% |
$15.8M - $17.2M
|
1.81M
$107M
|