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 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
5.33KNew |
$213K - $221K
|
5.33K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.31K+ 4.63% |
$213K - $221K
|
120K
$4.93M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.93K+ 16.46% |
$197K - $205K
|
34.9K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.86KNew |
$195K - $202K
|
4.86K
$200K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.3K+ 3.6% |
$172K - $179K
|
124K
$5.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.8K+ 3.19% |
$152K - $158K
|
123K
$5.05M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
3.15K+ 21.07% |
$126K - $131K
|
18.1K
$746K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.23KNew |
$89.5K - $92.8K
|
2.23K
$91.9K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.05K+ 3.98% |
$82K - $85.1K
|
53.4K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.95KNew |
$78.3K - $81.2K
|
1.95K
$80.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.92K+ 2.69% |
$77K - $79.9K
|
73.4K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.84K+ 29.72% |
$73.6K - $76.4K
|
8.02K
$330K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.63K+ 25.37% |
$65.1K - $67.5K
|
8.03K
$330K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.59K+ 138.16% |
$63.8K - $66.2K
|
2.75K
$113K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.45K+ 3.66% |
$58.2K - $60.4K
|
41.2K
$1.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.37K+ 4.12% |
$54.7K - $56.8K
|
34.5K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
454+ 0.79% |
$18.2K - $18.9K
|
58.1K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
452New |
$18.1K - $18.8K
|
452
$18.6K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
450+ 35.83% |
$18K - $18.7K
|
1.71K
$70.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
302New |
$12.1K - $12.5K
|
302
$12.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
298+ 5.13% |
$11.9K - $12.4K
|
6.11K
$251K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
170+ 3.34% |
$6.81K - $7.06K
|
5.25K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
130+ 1.8% |
$5.21K - $5.4K
|
7.35K
$303K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
125+ 0.32% |
$5.01K - $5.19K
|
38.6K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
114+ 0.62% |
$4.57K - $4.74K
|
18.5K
$761K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
95+ 0.56% |
$3.81K - $3.95K
|
17.1K
$702K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
19+ 2.84% |
$761 - $789
|
688
$28.3K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
15New |
$601 - $623
|
15
$617
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
14+ 0.25% |
$561 - $582
|
5.59K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-49- 0.12% |
$1.96K - $2.04K
|
40.8K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-57- 0.7% |
$2.28K - $2.37K
|
8.04K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-115- 69.7% |
$4.61K - $4.78K
|
50
$2.06K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-223- 2.46% |
$8.93K - $9.27K
|
8.85K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-336- 2.72% |
$13.5K - $14K
|
12K
$495K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-524- 5.42% |
$21K - $21.8K
|
9.15K
$376K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-643- 3.03% |
$25.8K - $26.7K
|
20.6K
$848K
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-707- 11.57% |
$28.3K - $29.4K
|
5.41K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.07K- 1.67% |
$43K - $44.6K
|
63.2K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.35K- 0.64% |
$54.2K - $56.2K
|
211K
$8.7M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1.4K- 99.86% |
$55.9K - $58K
|
2
$82.3
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.44K- 72.75% |
$57.8K - $59.9K
|
540
$22.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.76K- 9.59% |
$70.3K - $73K
|
16.5K
$681K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.26K- 9.33% |
$90.5K - $93.9K
|
22K
$904K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-4.58K- 4.09% |
$184K - $190K
|
108K
$4.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-5.34K- 32.74% |
$214K - $222K
|
11K
$451K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.89K- 44.36% |
$236K - $245K
|
7.39K
$304K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-6.27K- 12.43% |
$251K - $260K
|
44.2K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-7.61K- 16.16% |
$305K - $316K
|
39.4K
$1.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-7.75K- 5.43% |
$311K - $322K
|
135K
$5.55M
|