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 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
3.06K+ 3.37% |
$174K - $191K
|
93.6K
$6.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.05K+ 38.17% |
$174K - $190K
|
11K
$718K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.04K+ 5.46% |
$173K - $189K
|
58.6K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.02K+ 24.81% |
$172K - $188K
|
15.2K
$988K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.99K+ 2.94% |
$171K - $187K
|
105K
$6.82M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.96K+ 81.75% |
$169K - $184K
|
6.57K
$428K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
2.83K+ 21.7% |
$162K - $177K
|
15.9K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.78K+ 7.97% |
$159K - $173K
|
37.7K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.77K+ 22.78% |
$158K - $173K
|
14.9K
$973K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.6K+ 13.24% |
$148K - $162K
|
22.2K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.46K+ 37.0% |
$140K - $154K
|
9.11K
$593K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.45KNew |
$140K - $153K
|
2.45K
$160K
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.45K+ 7.45% |
$140K - $153K
|
35.3K
$2.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.44K+ 4.75% |
$139K - $152K
|
53.9K
$3.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.42K+ 40.38% |
$138K - $151K
|
8.41K
$548K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2.41KNew |
$138K - $150K
|
2.41K
$157K
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.37K+ 5.64% |
$135K - $148K
|
44.3K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.37K+ 7.48% |
$135K - $148K
|
34K
$2.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.33K+ 14.93% |
$133K - $145K
|
17.9K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.29K+ 33.29% |
$131K - $143K
|
9.15K
$596K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.29K+ 7.06% |
$130K - $143K
|
34.7K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.21K+ 1.14% |
$126K - $138K
|
196K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.11K+ 1.91% |
$121K - $132K
|
113K
$7.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.11K+ 2.94% |
$121K - $132K
|
73.8K
$4.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.1K+ 4.12% |
$120K - $131K
|
53K
$3.45M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.07K+ 4.48% |
$118K - $129K
|
48.2K
$3.14M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.01K+ 14.55% |
$115K - $125K
|
15.8K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.91K+ 18.07% |
$109K - $119K
|
12.5K
$810K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.85KNew |
$106K - $116K
|
1.85K
$121K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.76K+ 159.19% |
$100K - $110K
|
2.86K
$186K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
1.75K+ 46.3% |
$99.8K - $109K
|
5.52K
$359K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.68K+ 9.51% |
$95.9K - $105K
|
19.3K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.68K+ 2.1% |
$95.8K - $105K
|
81.5K
$5.31M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.66K+ 8.07% |
$94.6K - $103K
|
22.2K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.65K+ 1.62% |
$94.2K - $103K
|
104K
$6.75M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1.62K+ 3.9% |
$92.5K - $101K
|
43.1K
$2.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
1.45K+ 2.49% |
$82.9K - $90.5K
|
59.8K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.43K+ 4.29% |
$81.4K - $89K
|
34.7K
$2.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.42K+ 1.46% |
$80.9K - $88.4K
|
98.8K
$6.43M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.35KNew |
$76.9K - $84.1K
|
1.35K
$87.7K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.33K+ 2.14% |
$75.8K - $82.9K
|
63.4K
$4.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
1.32K+ 4.1% |
$75.2K - $82.1K
|
33.4K
$2.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.28K+ 12.45% |
$73.3K - $80.1K
|
11.6K
$754K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.26K+ 1.88% |
$72K - $78.7K
|
68.2K
$4.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.22K+ 6.5% |
$69.6K - $76K
|
19.9K
$1.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.2K+ 11.56% |
$68.5K - $74.9K
|
11.6K
$754K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.19K+ 13.56% |
$67.7K - $73.9K
|
9.92K
$646K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.18K+ 5.8% |
$67.6K - $73.8K
|
21.6K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.18K+ 16.01% |
$67.3K - $73.6K
|
8.54K
$556K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.17K+ 10.68% |
$66.8K - $73K
|
12.1K
$789K
|