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 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.12K+ 1.74% |
$262K - $290K
|
241K
$16.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.91K+ 14.14% |
$249K - $276K
|
31.6K
$2.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
3.89K+ 3.01% |
$247K - $274K
|
133K
$8.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.78K+ 4.62% |
$240K - $266K
|
85.5K
$5.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
3.73K+ 2.57% |
$237K - $263K
|
149K
$9.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.45K+ 56.2% |
$219K - $243K
|
9.59K
$641K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.37K+ 11.89% |
$214K - $237K
|
31.7K
$2.12M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3.36K+ 12.23% |
$214K - $237K
|
30.9K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.33K+ 9.26% |
$212K - $235K
|
39.3K
$2.63M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
3.31K+ 2.86% |
$210K - $233K
|
119K
$7.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
3.27K+ 3.42% |
$208K - $230K
|
98.8K
$6.6M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.27K+ 40.08% |
$207K - $230K
|
11.4K
$763K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
3.16KNew |
$201K - $223K
|
3.16K
$211K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.14K+ 1.89% |
$199K - $221K
|
169K
$11.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.11KNew |
$197K - $219K
|
3.11K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.99K+ 74.79% |
$190K - $210K
|
6.98K
$467K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
2.98K+ 47.34% |
$189K - $210K
|
9.26K
$619K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.77K+ 2.91% |
$176K - $195K
|
97.9K
$6.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.76K+ 85.97% |
$175K - $194K
|
5.97K
$399K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.68K+ 28.9% |
$170K - $189K
|
11.9K
$798K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.65K+ 8.49% |
$168K - $186K
|
33.8K
$2.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.65K+ 2.45% |
$168K - $186K
|
111K
$7.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.6K+ 3.36% |
$165K - $183K
|
80.1K
$5.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.47K+ 1.42% |
$157K - $174K
|
176K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.28K+ 9.87% |
$145K - $161K
|
25.4K
$1.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.26K+ 2.68% |
$144K - $159K
|
86.8K
$5.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.26K+ 71.61% |
$144K - $159K
|
5.42K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.15KNew |
$136K - $151K
|
2.15K
$143K
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2K+ 5.83% |
$127K - $140K
|
36.2K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.97K+ 10.2% |
$125K - $138K
|
21.2K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.93K+ 5.82% |
$123K - $136K
|
35.1K
$2.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
BUY
|
- |
1.91K+ 0.97% |
$121K - $135K
|
199K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.89KNew |
$120K - $133K
|
1.89K
$126K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.81K+ 20.07% |
$115K - $127K
|
10.8K
$724K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.7K+ 19.19% |
$108K - $120K
|
10.6K
$706K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.67K+ 9.33% |
$106K - $118K
|
19.6K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.64KNew |
$104K - $115K
|
1.64K
$109K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.6K+ 30.11% |
$102K - $113K
|
6.91K
$462K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.58K+ 4.83% |
$100K - $111K
|
34.3K
$2.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.58K+ 0.94% |
$100K - $111K
|
169K
$11.3M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.55K+ 42.79% |
$98.2K - $109K
|
5.16K
$345K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.51K+ 5.63% |
$95.8K - $106K
|
28.3K
$1.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.48KNew |
$93.7K - $104K
|
1.48K
$98.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.42K+ 1.64% |
$90.4K - $100K
|
88.1K
$5.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.39K+ 46.27% |
$88.3K - $97.9K
|
4.39K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.37K+ 4.44% |
$86.8K - $96.3K
|
32.1K
$2.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.32K+ 7.28% |
$83.5K - $92.6K
|
19.4K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.31K+ 11.26% |
$83.5K - $92.5K
|
13K
$867K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
1.29K+ 14.89% |
$81.9K - $90.8K
|
9.95K
$665K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.18K+ 9.85% |
$75.1K - $83.3K
|
13.2K
$882K
|