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 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-1.14K- 15.93% |
$65.2K - $71.2K
|
6.02K
$392K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.18K- 88.35% |
$67.1K - $73.3K
|
155
$10.1K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.18K- 0.58% |
$67.4K - $73.6K
|
203K
$13.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.2K- 17.84% |
$68.8K - $75.1K
|
5.55K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.23K- 10.7% |
$70.4K - $76.9K
|
10.3K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.24K- 1.32% |
$70.8K - $77.3K
|
92.4K
$6.01M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.26K- 3.14% |
$71.8K - $78.4K
|
38.8K
$2.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-1.27K- 7.82% |
$72.4K - $79.1K
|
14.9K
$972K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.31K- 0.71% |
$74.6K - $81.5K
|
183K
$11.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.31K- 3.54% |
$74.9K - $81.9K
|
35.7K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.34K- 4.91% |
$76.5K - $83.6K
|
26K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.35K- 28.83% |
$77.2K - $84.4K
|
3.34K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.37K- 10.05% |
$78.4K - $85.6K
|
12.3K
$800K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.38K- 1.33% |
$78.7K - $86K
|
102K
$6.64M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.42K- 4.86% |
$80.9K - $88.4K
|
27.8K
$1.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.46K- 3.8% |
$83.4K - $91.1K
|
36.9K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 2.01% |
$86.2K - $94.2K
|
73.5K
$4.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-1.51K- 1.37% |
$86.2K - $94.2K
|
109K
$7.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.6K- 12.01% |
$91.4K - $99.8K
|
11.7K
$763K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.88K- 0.69% |
$107K - $117K
|
269K
$17.5M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.96K- 7.82% |
$112K - $122K
|
23.1K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-2.06K- 12.44% |
$118K - $129K
|
14.5K
$944K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.12K- 1.01% |
$121K - $132K
|
208K
$13.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.21K- 95.67% |
$126K - $138K
|
100
$6.51K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-2.25K- 4.72% |
$129K - $141K
|
45.5K
$2.96M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2.28K- 37.9% |
$130K - $142K
|
3.74K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.34K- 9.85% |
$134K - $146K
|
21.4K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-2.45K- 9.71% |
$140K - $153K
|
22.8K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.67K- 17.48% |
$152K - $166K
|
12.6K
$819K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.69K- 10.61% |
$154K - $168K
|
22.7K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-2.79K- 35.46% |
$159K - $174K
|
5.07K
$330K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-2.83K- 4.36% |
$162K - $176K
|
62K
$4.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2.87K- 0.73% |
$164K - $179K
|
392K
$25.5M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.94K- 6.22% |
$168K - $184K
|
44.3K
$2.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.96K- 22.84% |
$169K - $185K
|
9.99K
$650K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-3.19K- 3.45% |
$182K - $199K
|
89.2K
$5.8M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.34K- 91.64% |
$191K - $209K
|
305
$19.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.36K- 2.82% |
$192K - $209K
|
116K
$7.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.39K- 38.64% |
$194K - $212K
|
5.38K
$350K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.53K- 16.36% |
$201K - $220K
|
18K
$1.17M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-3.56K- 42.73% |
$203K - $222K
|
4.77K
$311K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-3.56K- 16.67% |
$204K - $222K
|
17.8K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-3.78K- 37.53% |
$216K - $236K
|
6.3K
$410K
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-3.8K- 43.5% |
$217K - $237K
|
4.94K
$321K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.28K- 1.6% |
$244K - $267K
|
263K
$17.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-4.36K- 3.85% |
$249K - $272K
|
109K
$7.08M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.49K- 3.2% |
$256K - $280K
|
136K
$8.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-4.54K- 43.96% |
$260K - $284K
|
5.79K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.67K- 36.06% |
$267K - $291K
|
8.28K
$539K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-4.87K- 2.47% |
$278K - $304K
|
193K
$12.5M
|