Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) 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 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.18MNew |
$392M - $435M
|
6.18M
$413M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.74M+ 21.28% |
$110M - $122M
|
9.9M
$662M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
870K+ 46.25% |
$55.2M - $61.2M
|
2.75M
$184M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
491KNew |
$31.2M - $34.6M
|
491K
$32.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
399K+ 37.72% |
$25.3M - $28.1M
|
1.46M
$97.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
374K+ 19.62% |
$23.8M - $26.4M
|
2.28M
$152M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
283K+ 28.18% |
$17.9M - $19.9M
|
1.29M
$85.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
263K+ 14.9% |
$16.7M - $18.5M
|
2.03M
$136M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
256K+ 21.58% |
$16.2M - $18M
|
1.44M
$96.2M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
255KNew |
$16.2M - $18M
|
255K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
217K+ 22.52% |
$13.8M - $15.3M
|
1.18M
$79M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
168K+ 27.86% |
$10.6M - $11.8M
|
769K
$51.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
164K+ 33.36% |
$10.4M - $11.5M
|
655K
$43.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
153K+ 22.51% |
$9.7M - $10.8M
|
831K
$55.5M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
150K+ 8.65% |
$9.55M - $10.6M
|
1.89M
$126M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
147K+ 83.11% |
$9.33M - $10.3M
|
324K
$21.6M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
146K+ 46.08% |
$9.3M - $10.3M
|
464K
$31M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
146K+ 74.79% |
$9.26M - $10.3M
|
341K
$22.8M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
139KNew |
$8.83M - $9.8M
|
139K
$9.29M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
123K+ 1297.73% |
$7.83M - $8.69M
|
133K
$8.88M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
113K+ 13.38% |
$7.16M - $7.94M
|
955K
$63.8M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
113K+ 97.94% |
$7.16M - $7.93M
|
228K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
111K+ 12.52% |
$7.07M - $7.84M
|
1M
$66.9M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
106K+ 69.22% |
$6.73M - $7.46M
|
259K
$17.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
101K+ 11.15% |
$6.43M - $7.13M
|
1.01M
$67.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
98.1K+ 57.63% |
$6.23M - $6.91M
|
268K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
97.9K+ 43.47% |
$6.22M - $6.89M
|
323K
$21.6M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
97K+ 22.17% |
$6.16M - $6.83M
|
535K
$35.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
88.4K+ 281.43% |
$5.62M - $6.23M
|
120K
$8.01M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
86.3K+ 63.89% |
$5.48M - $6.08M
|
221K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
85.6K+ 639.67% |
$5.44M - $6.03M
|
99K
$6.62M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
80.5K+ 14.92% |
$5.11M - $5.67M
|
620K
$41.5M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
80.4K+ 286.1% |
$5.1M - $5.66M
|
108K
$7.25M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80K+ 7.22% |
$5.08M - $5.63M
|
1.19M
$79.4M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
78.2KNew |
$4.96M - $5.5M
|
78.2K
$5.22M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
70.2K+ 43.31% |
$4.46M - $4.94M
|
232K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
70K+ 60.23% |
$4.45M - $4.93M
|
186K
$12.4M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
64.5K+ 6.53% |
$4.09M - $4.54M
|
1.05M
$70.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
62.9K+ 88.73% |
$4M - $4.43M
|
134K
$8.94M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
61.6K+ 33.76% |
$3.91M - $4.34M
|
244K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
61.5K+ 5.82% |
$3.9M - $4.33M
|
1.12M
$74.7M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
57.4K+ 1555.06% |
$3.65M - $4.05M
|
61.1K
$4.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
56.3K+ 6.61% |
$3.58M - $3.97M
|
909K
$60.7M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
51.4K+ 74.79% |
$3.26M - $3.62M
|
120K
$8.03M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
51.1K+ 98.16% |
$3.24M - $3.6M
|
103K
$6.89M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
46.4K+ 19.42% |
$2.95M - $3.27M
|
286K
$19.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.2K+ 6252.2% |
$2.62M - $2.9M
|
41.9K
$2.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
41.1KNew |
$2.61M - $2.9M
|
41.1K
$2.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
38.6K+ 29.73% |
$2.45M - $2.72M
|
168K
$11.3M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
36.7K+ 645.12% |
$2.33M - $2.58M
|
42.4K
$2.83M
|