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 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.16K+ 1.29% |
$66.4K - $72.5K
|
91.4K
$5.95M
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
1.14K+ 2.38% |
$65.2K - $71.3K
|
49.1K
$3.19M
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.07K+ 10.54% |
$61.2K - $66.9K
|
11.2K
$732K
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.04K+ 6.49% |
$59.6K - $65.1K
|
17.1K
$1.11M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.03K+ 3.06% |
$59.1K - $64.5K
|
34.9K
$2.27M
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
999+ 18.2% |
$57.1K - $62.3K
|
6.49K
$422K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
996New |
$56.9K - $62.2K
|
996
$64.8K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
986New |
$56.3K - $61.5K
|
986
$64.2K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
955+ 7.54% |
$54.5K - $59.6K
|
13.6K
$887K
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
910+ 3.24% |
$52K - $56.8K
|
29K
$1.89M
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
907+ 5.74% |
$51.8K - $56.6K
|
16.7K
$1.09M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
887+ 5.56% |
$50.7K - $55.3K
|
16.8K
$1.1M
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
879+ 1.65% |
$50.2K - $54.8K
|
54.1K
$3.52M
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
810+ 1.51% |
$46.3K - $50.5K
|
54.5K
$3.54M
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
804+ 3.31% |
$45.9K - $50.2K
|
25.1K
$1.63M
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
764New |
$43.6K - $47.7K
|
764
$49.7K
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
731+ 0.56% |
$41.7K - $45.6K
|
131K
$8.5M
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
725New |
$41.4K - $45.2K
|
725
$47.2K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
720+ 2.72% |
$41.1K - $44.9K
|
27.2K
$1.77M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
696+ 543.75% |
$39.7K - $43.4K
|
824
$53.6K
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
681New |
$38.9K - $42.5K
|
681
$44.3K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
671+ 30.16% |
$38.3K - $41.9K
|
2.9K
$188K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
660+ 78.57% |
$37.7K - $41.2K
|
1.5K
$97.6K
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
654+ 19.08% |
$37.3K - $40.8K
|
4.08K
$266K
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
638+ 3.69% |
$36.4K - $39.8K
|
17.9K
$1.17M
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
611+ 17.98% |
$34.9K - $38.1K
|
4.01K
$261K
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
601+ 0.37% |
$34.3K - $37.5K
|
163K
$10.6M
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
589+ 5.14% |
$33.6K - $36.8K
|
12.1K
$784K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
571+ 456.8% |
$32.6K - $35.6K
|
696
$45.3K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
554+ 3.87% |
$31.6K - $34.6K
|
14.9K
$967K
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
546+ 0.61% |
$31.2K - $34.1K
|
89.9K
$5.85M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
540+ 24.2% |
$30.8K - $33.7K
|
2.77K
$180K
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
533+ 1.08% |
$30.4K - $33.3K
|
50K
$3.25M
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
523+ 3.39% |
$29.9K - $32.6K
|
15.9K
$1.04M
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
442+ 9.48% |
$25.2K - $27.6K
|
5.1K
$332K
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
426New |
$24.3K - $26.6K
|
426
$27.7K
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
409+ 2.07% |
$23.4K - $25.5K
|
20.1K
$1.31M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
400New |
$22.8K - $25K
|
400
$26K
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
399New |
$22.8K - $24.9K
|
399
$26K
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
356+ 2.97% |
$20.3K - $22.2K
|
12.3K
$803K
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
341+ 0.68% |
$19.5K - $21.3K
|
50.4K
$3.28M
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
337+ 1.2% |
$19.2K - $21K
|
28.5K
$1.86M
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
331+ 9.56% |
$18.9K - $20.7K
|
3.79K
$247K
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
326+ 0.46% |
$18.6K - $20.3K
|
71.6K
$4.66M
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
307New |
$17.5K - $19.2K
|
307
$20K
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
300+ 0.45% |
$17.1K - $18.7K
|
67K
$4.36M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
287+ 1.33% |
$16.4K - $17.9K
|
21.9K
$1.42M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
269+ 1793.33% |
$15.4K - $16.8K
|
284
$18.5K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
253+ 3.01% |
$14.4K - $15.8K
|
8.65K
$563K
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
243+ 3.0% |
$13.9K - $15.2K
|
8.34K
$543K
|