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 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.94K+ 1.07% |
$86.6K - $94.2K
|
183K
$9.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.83K+ 6.37% |
$81.7K - $88.9K
|
30.5K
$1.56M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.81K+ 18.49% |
$81K - $88.1K
|
11.6K
$594K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 45.22% |
$75.1K - $81.7K
|
5.39K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.19K+ 77.89% |
$53.2K - $57.9K
|
2.72K
$139K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.13K+ 188.67% |
$50.6K - $55.1K
|
1.73K
$88.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
1.12K+ 0.73% |
$50.3K - $54.7K
|
155K
$7.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
934+ 6.64% |
$41.8K - $45.4K
|
15K
$768K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
842+ 11.96% |
$37.6K - $41K
|
7.88K
$404K
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
818+ 16.65% |
$36.6K - $39.8K
|
5.73K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
609+ 3.77% |
$27.2K - $29.6K
|
16.8K
$859K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
578+ 3.15% |
$25.8K - $28.1K
|
18.9K
$970K
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
BUY
|
- |
535+ 0.88% |
$23.9K - $26K
|
61.4K
$3.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
500+ 5.59% |
$22.4K - $24.3K
|
9.44K
$483K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
477New |
$21.3K - $23.2K
|
477
$24.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
330+ 4.85% |
$14.8K - $16.1K
|
7.13K
$365K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
318New |
$14.2K - $15.5K
|
318
$16.3K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
285+ 84.07% |
$12.7K - $13.9K
|
624
$32K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
216+ 0.25% |
$9.66K - $10.5K
|
87.2K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
21+ 0.2% |
$939 - $1.02K
|
10.5K
$538K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14+ 0.76% |
$626 - $681
|
1.87K
$95.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-1- 0.29% |
$44.7 - $48.7
|
340
$17.4K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-29- 0.12% |
$1.3K - $1.41K
|
25K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-92- 0.52% |
$4.11K - $4.48K
|
17.4K
$893K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-98- 9.53% |
$4.38K - $4.77K
|
930
$47.6K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-108- 15.67% |
$4.83K - $5.25K
|
581
$29.8K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-120- 32.09% |
$5.37K - $5.84K
|
254
$13K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-174- 13.16% |
$7.78K - $8.47K
|
1.15K
$58.8K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-239- 72.64% |
$10.7K - $11.6K
|
90
$4.61K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-267- 0.6% |
$11.9K - $13K
|
44.4K
$2.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-460- 1.92% |
$20.6K - $22.4K
|
23.5K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-466- 0.51% |
$20.8K - $22.7K
|
91.1K
$4.66M
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-619- 0.38% |
$27.7K - $30.1K
|
161K
$8.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-1.04K- 18.21% |
$46.5K - $50.5K
|
4.67K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.16K- 7.32% |
$52K - $56.6K
|
14.7K
$754K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.31K- 4.51% |
$58.4K - $63.5K
|
27.7K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.77K- 12.08% |
$79.2K - $86.2K
|
12.9K
$660K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2K- 0.92% |
$89.3K - $97.2K
|
216K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.18K- 33.91% |
$97.4K - $106K
|
4.24K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.96K- 6.0% |
$132K - $144K
|
46.4K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5.06K- 42.07% |
$226K - $246K
|
6.96K
$356K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-6.12K- 8.58% |
$274K - $298K
|
65.2K
$3.34M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.03K- 55.24% |
$404K - $439K
|
7.32K
$375K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11.7K- 98.77% |
$522K - $568K
|
146
$7.48K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12K- 8.58% |
$537K - $584K
|
128K
$6.55M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-220K- 81.38% |
$9.85M - $10.7M
|
50.4K
$2.58M
|