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
$42.5M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
645KNew |
$25.9M - $26.8M
|
645K
$26.6M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
451K+ 27.25% |
$18.1M - $18.8M
|
2.11M
$86.7M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
425K+ 12.81% |
$17M - $17.7M
|
3.74M
$154M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
396KNew |
$15.9M - $16.5M
|
396K
$16.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
340K+ 105.18% |
$13.6M - $14.1M
|
664K
$27.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
186K+ 108.66% |
$7.45M - $7.73M
|
357K
$14.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
147K+ 232.59% |
$5.91M - $6.13M
|
211K
$8.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
132K+ 313.89% |
$5.28M - $5.47M
|
174K
$7.15M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
107K+ 109.52% |
$4.3M - $4.46M
|
205K
$8.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
106K+ 30.05% |
$4.25M - $4.4M
|
459K
$18.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
99.2K+ 11.42% |
$3.97M - $4.12M
|
968K
$39.8M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
82.3KNew |
$3.3M - $3.42M
|
82.3K
$3.39M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
75.8K+ 70.85% |
$3.04M - $3.15M
|
183K
$7.52M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
70.7K+ 587.42% |
$2.83M - $2.94M
|
82.7K
$3.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
60.9K+ 45.94% |
$2.44M - $2.53M
|
194K
$7.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
58K+ 18.16% |
$2.32M - $2.41M
|
378K
$15.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
57.9KNew |
$2.32M - $2.41M
|
57.9K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.4K+ 705.26% |
$2.1M - $2.18M
|
59.9K
$2.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
49K+ 31.78% |
$1.96M - $2.04M
|
203K
$8.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
47.7K+ 12.52% |
$1.91M - $1.98M
|
429K
$17.6M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
45.3K+ 12.43% |
$1.82M - $1.88M
|
410K
$16.9M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
38K+ 233.99% |
$1.52M - $1.58M
|
54.2K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
38K+ 407.87% |
$1.52M - $1.58M
|
47.3K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
37.5K+ 2.94% |
$1.5M - $1.56M
|
1.31M
$54M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.8K+ 987.45% |
$1.4M - $1.45M
|
38.4K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33K+ 7.94% |
$1.32M - $1.37M
|
448K
$18.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
32.7K+ 7.09% |
$1.31M - $1.36M
|
493K
$20.3M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
32.4K+ 25.78% |
$1.3M - $1.34M
|
158K
$6.5M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
24.8K+ 103.66% |
$995K - $1.03M
|
48.8K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
24.2K+ 17.72% |
$969K - $1M
|
161K
$6.61M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
19.4KNew |
$777K - $806K
|
19.4K
$798K
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
18.8K+ 17.44% |
$753K - $781K
|
127K
$5.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16.6K+ 122.54% |
$666K - $691K
|
30.2K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.5K+ 5.29% |
$660K - $685K
|
328K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
15.4K+ 10.6% |
$617K - $640K
|
161K
$6.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
15.2KNew |
$608K - $630K
|
15.2K
$624K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.8K+ 58.46% |
$593K - $615K
|
40.1K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
14.2KNew |
$570K - $591K
|
14.2K
$586K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.9K+ 2.41% |
$475K - $493K
|
504K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.4K+ 61.35% |
$458K - $476K
|
30.1K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
11.2K+ 10.31% |
$450K - $467K
|
120K
$4.95M
|
|
|
May 09, 2025
Q1 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
10.4K+ 1.77% |
$415K - $431K
|
595K
$24.5M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.53K+ 7.19% |
$382K - $396K
|
142K
$5.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
8.71K+ 10.7% |
$349K - $362K
|
90.2K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.23KNew |
$330K - $342K
|
8.23K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.72KNew |
$309K - $321K
|
7.72K
$318K
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.72KNew |
$309K - $321K
|
7.72K
$318K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
6.43K+ 7.13% |
$258K - $267K
|
96.6K
$3.98M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
5.89K+ 11.42% |
$236K - $245K
|
57.5K
$2.37M
|