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 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
225+ 2.18% |
$12.8K - $14K
|
10.5K
$686K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
223+ 0.11% |
$12.7K - $13.9K
|
196K
$12.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
209+ 32.71% |
$11.9K - $13K
|
848
$55.2K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
180+ 31.47% |
$10.3K - $11.2K
|
752
$48.9K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
173+ 4.3% |
$9.88K - $10.8K
|
4.19K
$273K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
157New |
$8.97K - $9.8K
|
157
$10.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
148New |
$8.45K - $9.24K
|
148
$9.63K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
141+ 4.14% |
$8.05K - $8.8K
|
3.55K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
139+ 0.68% |
$7.94K - $8.67K
|
20.5K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
113+ 0.38% |
$6.45K - $7.05K
|
30.1K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
105+ 0.57% |
$6K - $6.55K
|
18.4K
$1.2M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
96New |
$5.48K - $5.99K
|
96
$6.25K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
94+ 0.44% |
$5.37K - $5.87K
|
21.4K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
91+ 50.84% |
$5.2K - $5.68K
|
270
$17.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
88+ 0.32% |
$5.03K - $5.49K
|
28K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
77New |
$4.4K - $4.8K
|
77
$5.01K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
75New |
$4.28K - $4.68K
|
75
$4.88K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
75+ 0.91% |
$4.28K - $4.68K
|
8.32K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
73+ 5.46% |
$4.17K - $4.56K
|
1.41K
$91.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
70New |
$4K - $4.37K
|
70
$4.56K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
50+ 0.23% |
$2.86K - $3.12K
|
21.4K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
42+ 43.3% |
$2.4K - $2.62K
|
139
$9.05K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
39+ 0.53% |
$2.23K - $2.43K
|
7.45K
$485K
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
38+ 0.54% |
$2.17K - $2.37K
|
7.09K
$461K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15New |
$857 - $936
|
15
$976
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
13+ 0.12% |
$742 - $811
|
10.9K
$708K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
11+ 0.08% |
$628 - $686
|
13.8K
$899K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9New |
$514 - $562
|
9
$586
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9+ 2.09% |
$514 - $562
|
439
$28.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$514 - $562
|
9
$586
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
8+ 0.21% |
$457 - $499
|
3.87K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1- 0.33% |
$57.1 - $62.4
|
299
$19.5K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2- -0.0% |
$114 - $125
|
40.1K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-14- 0.05% |
$800 - $874
|
26.8K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-18- 0.05% |
$1.03K - $1.12K
|
38K
$2.47M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-27- 0.32% |
$1.54K - $1.68K
|
8.51K
$554K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-30- 50.0% |
$1.71K - $1.87K
|
30
$1.95K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-37- 0.74% |
$2.11K - $2.31K
|
4.97K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-41- 0.77% |
$2.34K - $2.56K
|
5.28K
$343K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-41- 0.2% |
$2.34K - $2.56K
|
20.9K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-42- 0.96% |
$2.4K - $2.62K
|
4.34K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-42- 0.96% |
$2.4K - $2.62K
|
4.33K
$282K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-72- 0.15% |
$4.11K - $4.49K
|
47.8K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-83- 0.39% |
$4.74K - $5.18K
|
21.4K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-86- 0.16% |
$4.91K - $5.37K
|
53.1K
$3.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-97- 0.05% |
$5.54K - $6.05K
|
192K
$12.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-98- 0.54% |
$5.6K - $6.12K
|
18K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-109- 0.69% |
$6.22K - $6.8K
|
15.7K
$1.02M
|