Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG) 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
|
- |
1.03MNew |
$41.3M - $42.9M
|
1.03M
$42.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
396KNew |
$15.9M - $16.5M
|
396K
$16.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
147K+ 232.59% |
$5.91M - $6.13M
|
211K
$8.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
132K+ 313.89% |
$5.28M - $5.47M
|
174K
$7.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
106K+ 30.05% |
$4.25M - $4.4M
|
459K
$19M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
99.2K+ 11.42% |
$3.97M - $4.12M
|
968K
$40M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
58K+ 18.16% |
$2.32M - $2.41M
|
378K
$15.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
57.9KNew |
$2.32M - $2.41M
|
57.9K
$2.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
49K+ 31.78% |
$1.96M - $2.04M
|
203K
$8.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
47.7K+ 12.52% |
$1.91M - $1.98M
|
429K
$17.7M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
45.3K+ 12.43% |
$1.82M - $1.88M
|
410K
$17M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
37.5K+ 2.94% |
$1.5M - $1.56M
|
1.31M
$54.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
32.7K+ 7.09% |
$1.31M - $1.36M
|
493K
$20.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16.6K+ 122.54% |
$666K - $691K
|
30.2K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
15.2KNew |
$608K - $630K
|
15.2K
$627K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
14.2KNew |
$570K - $591K
|
14.2K
$588K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.9K+ 2.41% |
$475K - $493K
|
504K
$20.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
11.2K+ 10.31% |
$450K - $467K
|
120K
$4.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
8.71K+ 10.7% |
$349K - $362K
|
90.2K
$3.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
5.33KNew |
$213K - $221K
|
5.33K
$220K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.31K+ 4.63% |
$213K - $221K
|
120K
$4.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.23KNew |
$89.5K - $92.8K
|
2.23K
$92.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.92K+ 2.69% |
$77K - $79.9K
|
73.4K
$3.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.63K+ 25.37% |
$65.1K - $67.5K
|
8.03K
$332K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.45K+ 3.66% |
$58.2K - $60.4K
|
41.2K
$1.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.37K+ 4.12% |
$54.7K - $56.8K
|
34.5K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
454+ 0.79% |
$18.2K - $18.9K
|
58.1K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
302New |
$12.1K - $12.5K
|
302
$12.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
298+ 5.13% |
$11.9K - $12.4K
|
6.11K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
170+ 3.34% |
$6.81K - $7.06K
|
5.25K
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
130+ 1.8% |
$5.21K - $5.4K
|
7.35K
$304K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
125+ 0.32% |
$5.01K - $5.19K
|
38.6K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
114+ 0.62% |
$4.57K - $4.74K
|
18.5K
$764K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
19+ 2.84% |
$761 - $789
|
688
$28.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-49- 0.12% |
$1.96K - $2.04K
|
40.8K
$1.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-57- 0.7% |
$2.28K - $2.37K
|
8.04K
$332K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-524- 5.42% |
$21K - $21.8K
|
9.15K
$378K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-643- 3.03% |
$25.8K - $26.7K
|
20.6K
$852K
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-707- 11.57% |
$28.3K - $29.4K
|
5.41K
$224K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.07K- 1.67% |
$43K - $44.6K
|
63.2K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.35K- 0.64% |
$54.2K - $56.2K
|
211K
$8.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.76K- 9.59% |
$70.3K - $73K
|
16.5K
$684K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.26K- 9.33% |
$90.5K - $93.9K
|
22K
$908K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-4.58K- 4.09% |
$184K - $190K
|
108K
$4.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-5.34K- 32.74% |
$214K - $222K
|
11K
$453K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.89K- 44.36% |
$236K - $245K
|
7.39K
$306K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-7.75K- 5.43% |
$311K - $322K
|
135K
$5.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8.25K- 14.84% |
$330K - $343K
|
47.3K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-8.33K- 39.21% |
$334K - $346K
|
12.9K
$534K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-9.03K- 25.24% |
$362K - $375K
|
26.7K
$1.11M
|