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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
821+ 32.26% |
$42.3K - $48.1K
|
3.37K
$209K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
540+ 1.29% |
$27.8K - $31.6K
|
42.5K
$2.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
488+ 3.32% |
$25.1K - $28.6K
|
15.2K
$941K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
430+ 2.92% |
$22.1K - $25.2K
|
15.1K
$939K
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
406+ 2.02% |
$20.9K - $23.8K
|
20.5K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
239+ 177.04% |
$12.3K - $14K
|
374
$23.2K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
142+ 3.11% |
$7.31K - $8.31K
|
4.71K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
80+ 1.8% |
$4.12K - $4.68K
|
4.52K
$280K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
35+ 0.01% |
$1.8K - $2.05K
|
273K
$16.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
27+ 2.31% |
$1.39K - $1.58K
|
1.19K
$74.1K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10New |
$515 - $585
|
10
$620
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4+ 0.07% |
$206 - $234
|
5.9K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-42- 0.4% |
$2.16K - $2.46K
|
10.6K
$655K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-45- 0.24% |
$2.32K - $2.63K
|
18.6K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-180- 2.95% |
$9.27K - $10.5K
|
5.92K
$367K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-180- 1.55% |
$9.27K - $10.5K
|
11.4K
$709K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-264- 2.39% |
$13.6K - $15.5K
|
10.8K
$670K
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-370- 0.35% |
$19.1K - $21.7K
|
106K
$6.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-375- 3.89% |
$19.3K - $22K
|
9.27K
$575K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-403- 7.35% |
$20.8K - $23.6K
|
5.08K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-419- 3.76% |
$21.6K - $24.5K
|
10.7K
$666K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-465- 1.7% |
$24K - $27.2K
|
26.9K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-578- 2.12% |
$29.8K - $33.8K
|
26.7K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-709- 9.03% |
$36.5K - $41.5K
|
7.14K
$443K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-838- 18.09% |
$43.2K - $49.1K
|
3.8K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.87K- 20.99% |
$96.3K - $109K
|
7.04K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.22K- 6.15% |
$114K - $130K
|
33.9K
$2.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.89K- 30.6% |
$149K - $169K
|
6.55K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.01K- 2.34% |
$155K - $176K
|
125K
$7.77M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-3.26K- 32.37% |
$168K - $191K
|
6.8K
$422K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.17K- 6.69% |
$215K - $244K
|
58.1K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.37K- 8.68% |
$328K - $373K
|
67K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-6.42K- 7.38% |
$331K - $376K
|
80.5K
$4.99M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-9.56K- 4.97% |
$492K - $559K
|
183K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10.6K- 10.0% |
$546K - $621K
|
95.5K
$5.92M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-17.4K- 21.08% |
$894K - $1.02M
|
65K
$4.03M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-29.4K- 52.59% |
$1.51M - $1.72M
|
26.5K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.8K- 44.15% |
$1.54M - $1.74M
|
37.7K
$2.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-39.6K- 34.14% |
$2.04M - $2.32M
|
76.4K
$4.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-48.7K- 96.34% |
$2.51M - $2.85M
|
1.85K
$115K
|