Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Avantis (AVES)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVES) 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 12, 2025
Q1 2025
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
796KNew |
$35.6M - $38.7M
|
796K
$40.8M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
181K+ 23.27% |
$8.08M - $8.79M
|
957K
$49M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
99K+ 101.95% |
$4.42M - $4.81M
|
196K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
84.1KNew |
$3.76M - $4.09M
|
84.1K
$4.3M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
66.7K+ 228.31% |
$2.98M - $3.25M
|
96K
$4.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
64.6KNew |
$2.89M - $3.14M
|
64.6K
$3.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
49.3KNew |
$2.2M - $2.4M
|
49.3K
$2.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
41.2K+ 37.13% |
$1.84M - $2M
|
152K
$7.79M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
40.8K+ 5.39% |
$1.82M - $1.98M
|
797K
$40.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.6K+ 20.19% |
$1.55M - $1.68M
|
206K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
33.6K+ 13.89% |
$1.5M - $1.63M
|
275K
$14.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
27.2K+ 27.71% |
$1.21M - $1.32M
|
125K
$6.41M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
21.6KNew |
$965K - $1.05M
|
21.6K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
20.9KNew |
$935K - $1.02M
|
20.9K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
19.6K+ 34.77% |
$878K - $956K
|
76.1K
$3.9M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.2K+ 309.3% |
$860K - $935K
|
25.4K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
17K+ 21.71% |
$762K - $829K
|
95.5K
$4.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
16.9K+ 15.22% |
$754K - $821K
|
128K
$6.54M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
15.2KNew |
$679K - $739K
|
15.2K
$778K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.2K+ 27.6% |
$635K - $691K
|
65.7K
$3.36M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.6K+ 73.65% |
$609K - $663K
|
32.1K
$1.64M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.4K+ 9193.84% |
$600K - $653K
|
13.6K
$695K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
13.4K+ 10.38% |
$597K - $650K
|
142K
$7.27M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
11.2K+ 11.68% |
$503K - $547K
|
108K
$5.51M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
10.9K+ 64.02% |
$486K - $529K
|
27.8K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$455K - $495K
|
10.2K
$521K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.71KNew |
$434K - $472K
|
9.71K
$497K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
9.42K+ 3.03% |
$421K - $458K
|
321K
$16.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
8.61K+ 25.13% |
$385K - $419K
|
42.9K
$2.2M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.4KNew |
$375K - $408K
|
8.4K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.19K+ 12.92% |
$366K - $398K
|
71.5K
$3.66M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.44K+ 18.61% |
$332K - $362K
|
47.4K
$2.43M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
6.81K+ 2.97% |
$304K - $331K
|
236K
$12.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
6.51K+ 8.91% |
$291K - $317K
|
79.6K
$4.08M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.51K+ 6.99% |
$291K - $317K
|
99.6K
$5.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
6.24K+ 7.32% |
$279K - $304K
|
91.5K
$4.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
5.96KNew |
$267K - $290K
|
5.96K
$305K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
5.89K+ 6.34% |
$263K - $286K
|
98.8K
$5.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.65KNew |
$253K - $275K
|
5.65K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.59KNew |
$250K - $272K
|
5.59K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.98KNew |
$223K - $242K
|
4.98K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.61K+ 36.37% |
$206K - $224K
|
17.3K
$884K
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
4.02K+ 4.02% |
$180K - $196K
|
104K
$5.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.92K+ 11.06% |
$175K - $190K
|
39.3K
$2.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.86K+ 7.4% |
$173K - $188K
|
56K
$2.87M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.58K+ 2.85% |
$160K - $174K
|
129K
$6.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.33K+ 7.58% |
$149K - $162K
|
47.3K
$2.42M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.41K+ 24.01% |
$108K - $117K
|
12.4K
$637K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
2.3K+ 1.99% |
$103K - $112K
|
118K
$6.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.2K+ 14.79% |
$98.5K - $107K
|
17.1K
$875K
|