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 |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
64.6KNew |
$2.89M - $3.14M
|
64.6K
$3.06M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
49.3KNew |
$2.2M - $2.4M
|
49.3K
$2.33M
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
8.61K+ 25.13% |
$385K - $419K
|
42.9K
$2.03M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.65KNew |
$253K - $275K
|
5.65K
$268K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 45.22% |
$75.1K - $81.7K
|
5.39K
$255K
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
1.12K+ 0.73% |
$50.3K - $54.7K
|
155K
$7.36M
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
818+ 16.65% |
$36.6K - $39.8K
|
5.73K
$271K
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
578+ 3.15% |
$25.8K - $28.1K
|
18.9K
$897K
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
285+ 84.07% |
$12.7K - $13.9K
|
624
$29.6K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-460- 1.92% |
$20.6K - $22.4K
|
23.5K
$1.11M
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.77K- 12.08% |
$79.2K - $86.2K
|
12.9K
$610K
|