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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
12.5K+ 208.41% |
$794K - $880K
|
18.5K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.4K+ 11.26% |
$790K - $876K
|
123K
$8.21M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12K+ 39.08% |
$761K - $844K
|
42.6K
$2.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
12K+ 26.65% |
$760K - $843K
|
56.9K
$3.8M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
10.6K+ 114.08% |
$676K - $750K
|
20K
$1.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
10.6KNew |
$674K - $747K
|
10.6K
$709K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
10.6K+ 82.27% |
$670K - $743K
|
23.4K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
9.46K+ 7.51% |
$601K - $666K
|
135K
$9.04M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
9.35K+ 19.15% |
$594K - $659K
|
58.2K
$3.89M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
9.16K+ 36.32% |
$582K - $645K
|
34.4K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.67K+ 9.1% |
$551K - $611K
|
104K
$6.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
8.64K+ 11.46% |
$549K - $608K
|
84.1K
$5.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.48K+ 19.08% |
$538K - $597K
|
52.9K
$3.54M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
8.46K+ 34.8% |
$537K - $595K
|
32.8K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
7.8K+ 31.89% |
$496K - $549K
|
32.3K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
7.69K+ 6.58% |
$488K - $541K
|
125K
$8.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
7.64K+ 134.18% |
$485K - $538K
|
13.3K
$890K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7.6K+ 2.72% |
$483K - $535K
|
287K
$19.2M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
7.52K+ 13.88% |
$478K - $529K
|
61.7K
$4.12M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7.34K+ 8.92% |
$466K - $517K
|
89.6K
$5.98M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.16K+ 108.84% |
$454K - $504K
|
13.7K
$917K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
7.02K+ 24.33% |
$446K - $495K
|
35.9K
$2.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6.99KNew |
$444K - $492K
|
6.99K
$467K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6.81K+ 4.87% |
$432K - $479K
|
147K
$9.81M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.63KNew |
$421K - $467K
|
6.63K
$443K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.52KNew |
$414K - $459K
|
6.52K
$436K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
6.33KNew |
$402K - $446K
|
6.33K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.28KNew |
$399K - $442K
|
6.28K
$420K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.93K+ 0.95% |
$377K - $418K
|
629K
$42M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.65K+ 6.84% |
$359K - $398K
|
88.3K
$5.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
5.47K+ 2.87% |
$348K - $385K
|
196K
$13.1M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
5.47KNew |
$347K - $385K
|
5.47K
$365K
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.24KNew |
$333K - $369K
|
5.24K
$350K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.18K+ 30.82% |
$329K - $365K
|
22K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.17K+ 13.16% |
$328K - $364K
|
44.4K
$2.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
5.08K+ 3.41% |
$323K - $358K
|
154K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
5.01K+ 234.21% |
$318K - $353K
|
7.15K
$478K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.82K+ 38.78% |
$306K - $339K
|
17.2K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.68KNew |
$297K - $329K
|
4.68K
$312K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.63K+ 13.76% |
$294K - $326K
|
38.2K
$2.56M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
4.52K+ 5.04% |
$287K - $318K
|
94.2K
$6.29M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.5K+ 147.0% |
$286K - $317K
|
7.56K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.46K+ 2.45% |
$284K - $314K
|
187K
$12.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
4.45K+ 3.02% |
$282K - $313K
|
151K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.39K+ 10.56% |
$279K - $309K
|
46K
$3.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
4.24KNew |
$269K - $298K
|
4.24K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.22K+ 12.03% |
$268K - $297K
|
39.3K
$2.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.21K+ 1.81% |
$267K - $296K
|
236K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
4.2K+ 46.23% |
$267K - $296K
|
13.3K
$887K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.14K+ 2.9% |
$263K - $291K
|
147K
$9.8M
|