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 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.08KNew |
$68.5K - $75.9K
|
1.08K
$72K
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.03K+ 5.81% |
$65.3K - $72.4K
|
18.7K
$1.25M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
910New |
$57.8K - $64.1K
|
910
$60.8K
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
906+ 13.94% |
$57.5K - $63.8K
|
7.4K
$495K
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
903+ 6.79% |
$57.3K - $63.6K
|
14.2K
$948K
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
875+ 28.11% |
$55.6K - $61.6K
|
3.99K
$266K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
790+ 11.92% |
$50.2K - $55.6K
|
7.42K
$496K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
776+ 0.45% |
$49.3K - $54.6K
|
173K
$11.6M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
759New |
$48.2K - $53.4K
|
759
$50.7K
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
745+ 0.55% |
$47.3K - $52.5K
|
136K
$9.11M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
706+ 8.61% |
$44.8K - $49.7K
|
8.9K
$595K
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
700+ 8.97% |
$44.5K - $49.3K
|
8.5K
$568K
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
690+ 1.56% |
$43.8K - $48.6K
|
44.8K
$3M
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
685+ 3.28% |
$43.5K - $48.2K
|
21.6K
$1.44M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
660+ 124.06% |
$41.9K - $46.5K
|
1.19K
$79.6K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
620+ 100.0% |
$39.4K - $43.7K
|
1.24K
$82.9K
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
598New |
$38K - $42.1K
|
598
$40K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
523New |
$33.2K - $36.8K
|
523
$34.9K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
500+ 15.15% |
$31.8K - $35.2K
|
3.8K
$254K
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
480New |
$30.5K - $33.8K
|
480
$32.1K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
478+ 46.23% |
$30.4K - $33.7K
|
1.51K
$101K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
446New |
$28.3K - $31.4K
|
446
$29.8K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
395New |
$25.1K - $27.8K
|
395
$26.4K
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
392+ 4.05% |
$24.9K - $27.6K
|
10.1K
$673K
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
372+ 1.34% |
$23.6K - $26.2K
|
28.2K
$1.89M
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
350+ 47.04% |
$22.2K - $24.6K
|
1.09K
$73.1K
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
346+ 6.33% |
$22K - $24.4K
|
5.81K
$388K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
331+ 10.4% |
$21K - $23.3K
|
3.51K
$235K
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
273+ 58.09% |
$17.3K - $19.2K
|
743
$49.6K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
259+ 1.43% |
$16.4K - $18.2K
|
18.3K
$1.22M
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
240+ 0.3% |
$15.2K - $16.9K
|
81.3K
$5.43M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
195+ 5.93% |
$12.4K - $13.7K
|
3.48K
$233K
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
168New |
$10.7K - $11.8K
|
168
$11.2K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
153+ 3.34% |
$9.72K - $10.8K
|
4.74K
$317K
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
149+ 0.23% |
$9.46K - $10.5K
|
64.3K
$4.3M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
147New |
$9.34K - $10.4K
|
147
$9.82K
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
147+ 0.01% |
$9.34K - $10.4K
|
996K
$66.6M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
144+ 15.53% |
$9.15K - $10.1K
|
1.07K
$71.6K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
126+ 1.67% |
$8K - $8.87K
|
7.67K
$513K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
115+ 26.87% |
$7.3K - $8.1K
|
543
$36.3K
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
113+ 0.19% |
$7.18K - $7.96K
|
59.5K
$3.98M
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
95+ 0.4% |
$6.03K - $6.69K
|
23.8K
$1.59M
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
90New |
$5.72K - $6.34K
|
90
$6.01K
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
62New |
$3.94K - $4.37K
|
62
$4.14K
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
58+ 0.21% |
$3.68K - $4.08K
|
27.4K
$1.83M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
46+ 0.55% |
$2.92K - $3.24K
|
8.4K
$562K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20New |
$1.27K - $1.41K
|
20
$1.34K
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
16New |
$1.02K - $1.13K
|
16
$1.07K
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
15+ 0.4% |
$953 - $1.06K
|
3.73K
$249K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
9+ 0.2% |
$572 - $634
|
4.52K
$302K
|