Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV) 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
|
Iag Wealth Partners, LLC
|
BUY
|
- |
541K+ 34561.56% |
$27.9M - $31.7M
|
543K
$30.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
11.4K+ 32.73% |
$585K - $665K
|
46.1K
$2.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
11.3K+ 2.55% |
$584K - $664K
|
456K
$25.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
9.64KNew |
$496K - $564K
|
9.64K
$538K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
8.41K+ 20.81% |
$433K - $492K
|
48.8K
$2.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.83K+ 2.42% |
$249K - $283K
|
204K
$11.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
3.64K+ 9.17% |
$188K - $213K
|
43.4K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
3.38K+ 19.37% |
$174K - $198K
|
20.8K
$1.16M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.63K+ 2.27% |
$84K - $95.4K
|
73.4K
$4.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-45- 0.24% |
$2.32K - $2.63K
|
18.6K
$1.04M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-403- 7.35% |
$20.8K - $23.6K
|
5.08K
$284K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-578- 2.12% |
$29.8K - $33.8K
|
26.7K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.17K- 6.69% |
$215K - $244K
|
58.1K
$3.24M
|