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 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
36.1K+ 43.46% |
$2.29M - $2.54M
|
119K
$7.96M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
34.7K+ 534.24% |
$2.2M - $2.44M
|
41.2K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
33.6K+ 2.2% |
$2.13M - $2.36M
|
1.56M
$104M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
29.9K+ 26.1% |
$1.9M - $2.1M
|
144K
$9.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
29.1K+ 28.96% |
$1.85M - $2.05M
|
130K
$8.66M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
28.9K+ 5.14% |
$1.83M - $2.03M
|
591K
$39.5M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
28.8KNew |
$1.83M - $2.03M
|
28.8K
$1.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
28K+ 96.1% |
$1.78M - $1.97M
|
57.1K
$3.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
27.9K+ 14.68% |
$1.77M - $1.97M
|
218K
$14.6M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
27.7K+ 6.08% |
$1.76M - $1.95M
|
482K
$32.2M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
27.4KNew |
$1.74M - $1.93M
|
27.4K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
26.8K+ 44.42% |
$1.7M - $1.89M
|
87.2K
$5.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
24.6K+ 11.18% |
$1.56M - $1.74M
|
245K
$16.4M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
24.5K+ 16.68% |
$1.56M - $1.72M
|
171K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
24.3K+ 5.38% |
$1.54M - $1.71M
|
475K
$31.7M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
23.7K+ 21.45% |
$1.5M - $1.67M
|
134K
$8.96M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
21.6K+ 12.22% |
$1.37M - $1.52M
|
198K
$13.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
20.2K+ 4.14% |
$1.28M - $1.42M
|
508K
$33.9M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
19.8K+ 28.24% |
$1.26M - $1.4M
|
90K
$6.01M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
19.8KNew |
$1.25M - $1.39M
|
19.8K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
18.6KNew |
$1.18M - $1.31M
|
18.6K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
18.5K+ 4.14% |
$1.17M - $1.3M
|
465K
$31M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
18.3K+ 7.48% |
$1.17M - $1.29M
|
264K
$17.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
17.9KNew |
$1.14M - $1.26M
|
17.9K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
17.5KNew |
$1.11M - $1.24M
|
17.5K
$1.17M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
17.4K+ 11.86% |
$1.11M - $1.23M
|
164K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
17.3K+ 72.74% |
$1.1M - $1.22M
|
41.2K
$2.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
17.1K+ 7.98% |
$1.09M - $1.21M
|
232K
$15.5M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
17K+ 99.61% |
$1.08M - $1.2M
|
34.1K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17K+ 7.57% |
$1.08M - $1.2M
|
242K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
16.8K+ 1.73% |
$1.07M - $1.19M
|
988K
$66M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
16.1K+ 69.16% |
$1.03M - $1.14M
|
39.5K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.9K+ 4.03% |
$1.01M - $1.12M
|
412K
$27.5M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
15.5K+ 9.28% |
$982K - $1.09M
|
182K
$12.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
15.3KNew |
$970K - $1.08M
|
15.3K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
15.2KNew |
$967K - $1.07M
|
15.2K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
15.1K+ 50.74% |
$956K - $1.06M
|
44.7K
$2.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
14.6K+ 195.34% |
$929K - $1.03M
|
22.1K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.6KNew |
$925K - $1.03M
|
14.6K
$973K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.4K+ 26.44% |
$915K - $1.01M
|
68.9K
$4.6M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
14.1K+ 238.13% |
$896K - $993K
|
20K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
13.9KNew |
$885K - $982K
|
13.9K
$931K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.9K+ 28.06% |
$880K - $976K
|
63.3K
$4.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
13.7K+ 8.29% |
$870K - $964K
|
179K
$12M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
13.5K+ 8.95% |
$856K - $949K
|
164K
$11M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
13.4K+ 5.49% |
$854K - $947K
|
258K
$17.3M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13K+ 4.12% |
$823K - $912K
|
327K
$21.9M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
12.7K+ 25.91% |
$805K - $893K
|
61.6K
$4.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
12.5K+ 12.32% |
$797K - $883K
|
114K
$7.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.5K+ 3.98% |
$795K - $882K
|
327K
$21.8M
|