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 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.62K+ 24.87% |
$378K - $413K
|
33.3K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.49KNew |
$370K - $405K
|
6.49K
$422K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
6.43K+ 9.32% |
$367K - $401K
|
75.4K
$4.91M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
6.41K+ 22.61% |
$366K - $400K
|
34.8K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.36K+ 5.23% |
$363K - $397K
|
128K
$8.33M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.34K+ 3.66% |
$362K - $396K
|
180K
$11.7M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
6.3K+ 3.95% |
$360K - $393K
|
166K
$10.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
6.24K+ 6.84% |
$356K - $389K
|
97.4K
$6.34M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
6.22K+ 1.58% |
$355K - $388K
|
400K
$26.1M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
6.21K+ 31.16% |
$355K - $388K
|
26.2K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
6.1KNew |
$349K - $381K
|
6.1K
$397K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.08K+ 9.8% |
$347K - $379K
|
68.1K
$4.43M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
6.06KNew |
$346K - $378K
|
6.06K
$395K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.03K+ 1.08% |
$344K - $376K
|
563K
$36.7M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6.01K+ 3.37% |
$343K - $375K
|
185K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.01K+ 55.05% |
$343K - $375K
|
16.9K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
5.76K+ 6.51% |
$329K - $359K
|
94.3K
$6.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
5.71K+ 8.56% |
$326K - $356K
|
72.4K
$4.71M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.45K+ 15.29% |
$311K - $340K
|
41.1K
$2.68M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.41K+ 82.06% |
$309K - $338K
|
12K
$781K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
5.35K+ 7.62% |
$306K - $334K
|
75.6K
$4.92M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.34K+ 40.32% |
$305K - $333K
|
18.6K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
5.18K+ 0.44% |
$296K - $323K
|
1.17M
$76.4M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.07KNew |
$289K - $316K
|
5.07K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.05K+ 5.11% |
$289K - $315K
|
104K
$6.77M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5KNew |
$286K - $312K
|
5K
$325K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
4.81K+ 5.85% |
$275K - $300K
|
87.1K
$5.67M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
4.68KNew |
$267K - $292K
|
4.68K
$304K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.67KNew |
$267K - $291K
|
4.67K
$304K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.36K+ 18.03% |
$249K - $272K
|
28.6K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.27KNew |
$244K - $266K
|
4.27K
$278K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.25K+ 3.38% |
$243K - $265K
|
130K
$8.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.16K+ 6.66% |
$237K - $259K
|
66.6K
$4.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.08KNew |
$233K - $255K
|
4.08K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
3.83K+ 7.23% |
$219K - $239K
|
56.8K
$3.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
3.83KNew |
$219K - $239K
|
3.83K
$249K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.77K+ 20.16% |
$215K - $235K
|
22.5K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.77KNew |
$215K - $235K
|
3.77K
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.73K+ 2.57% |
$213K - $233K
|
149K
$9.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.73KNew |
$213K - $232K
|
3.73K
$242K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.69KNew |
$211K - $230K
|
3.69K
$240K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
3.69KNew |
$210K - $230K
|
3.69K
$240K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.63K+ 3.52% |
$207K - $227K
|
107K
$6.96M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.52K+ 5.95% |
$201K - $219K
|
62.6K
$4.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
3.44K+ 8.23% |
$196K - $214K
|
45.2K
$2.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
3.43KNew |
$196K - $214K
|
3.43K
$223K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
3.35K+ 185.4% |
$191K - $209K
|
5.16K
$336K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
3.19K+ 12.78% |
$182K - $199K
|
28.2K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3.17KNew |
$181K - $198K
|
3.17K
$206K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
3.08K+ 5.48% |
$176K - $192K
|
59.4K
$3.86M
|