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 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-127- 0.4% |
$7.25K - $7.92K
|
31.4K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-137- 1.01% |
$7.82K - $8.55K
|
13.4K
$870K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-140- 0.33% |
$8K - $8.74K
|
41.9K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-164- 9.84% |
$9.37K - $10.2K
|
1.5K
$97.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-170- 0.24% |
$9.71K - $10.6K
|
69.7K
$4.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-177- 3.54% |
$10.1K - $11K
|
4.82K
$314K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-191- 1.38% |
$10.9K - $11.9K
|
13.6K
$888K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-209- 0.05% |
$11.9K - $13K
|
402K
$26.1M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-232- 1.85% |
$13.2K - $14.5K
|
12.3K
$801K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-240- 5.71% |
$13.7K - $15K
|
3.96K
$258K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-244- 0.51% |
$13.9K - $15.2K
|
47.7K
$3.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-266- 4.17% |
$15.2K - $16.6K
|
6.12K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-272- 66.34% |
$15.5K - $17K
|
138
$8.98K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-276- 22.01% |
$15.8K - $17.2K
|
978
$63.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-308- 5.38% |
$17.6K - $19.2K
|
5.42K
$353K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-315- 43.45% |
$18K - $19.7K
|
410
$26.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-328- 2.76% |
$18.7K - $20.5K
|
11.6K
$753K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-348- 27.84% |
$19.9K - $21.7K
|
902
$58.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-375- 0.38% |
$21.4K - $23.4K
|
98.8K
$6.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-390- 0.72% |
$22.3K - $24.3K
|
54.1K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-406- 44.71% |
$23.2K - $25.3K
|
502
$32.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-425- 1.38% |
$24.3K - $26.5K
|
30.4K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-497- 2.79% |
$28.4K - $31K
|
17.3K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-500- 2.17% |
$28.6K - $31.2K
|
22.6K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-537- 2.05% |
$30.7K - $33.5K
|
25.7K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-559- 13.35% |
$31.9K - $34.9K
|
3.63K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-583- 0.2% |
$33.3K - $36.4K
|
293K
$19.1M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-655- 9.29% |
$37.4K - $40.9K
|
6.39K
$416K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-657- 6.68% |
$37.5K - $41K
|
9.18K
$597K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-678- 0.65% |
$38.7K - $42.3K
|
104K
$6.75M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-711- 6.36% |
$40.6K - $44.4K
|
10.5K
$682K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-807- 1.39% |
$46.1K - $50.4K
|
57.4K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-843- 0.46% |
$48.1K - $52.6K
|
183K
$11.9M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-844- 20.15% |
$48.2K - $52.7K
|
3.34K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-846- 3.67% |
$48.3K - $52.8K
|
22.2K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-850- 26.15% |
$48.5K - $53K
|
2.4K
$156K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-890- 79.68% |
$50.8K - $55.5K
|
227
$14.8K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-936- 3.24% |
$53.5K - $58.4K
|
28K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-940- 11.02% |
$53.7K - $58.7K
|
7.59K
$494K
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-940- 6.0% |
$53.7K - $58.7K
|
14.7K
$958K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-950- 74.39% |
$54.3K - $59.3K
|
327
$21.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-961- 1.9% |
$54.9K - $60K
|
49.7K
$3.23M
|
|
|
May 09, 2025
Q1 2025
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-987- 6.59% |
$56.4K - $61.6K
|
14K
$910K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-1.04K- 3.97% |
$59.6K - $65.1K
|
25.3K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.07K- 71.1% |
$61.1K - $66.8K
|
435
$28.3K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.09K- 26.16% |
$62.4K - $68.1K
|
3.08K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.1K- 0.24% |
$62.7K - $68.5K
|
453K
$29.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.11K- 4.32% |
$63.4K - $69.3K
|
24.6K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-1.13K- 11.95% |
$64.3K - $70.3K
|
8.3K
$540K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 1.24% |
$64.4K - $70.3K
|
89.8K
$5.85M
|