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 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6+ 0.17% |
$381 - $423
|
3.54K
$237K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5+ 0.07% |
$318 - $352
|
7.46K
$498K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.01% |
$127 - $141
|
31.5K
$2.1M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2+ 0.0% |
$127 - $141
|
173K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-8- 2.8% |
$508 - $563
|
278
$18.6K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15- 0.76% |
$953 - $1.06K
|
1.97K
$132K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-37- 97.37% |
$2.35K - $2.61K
|
1
$66.8
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-40- 0.08% |
$2.54K - $2.82K
|
47.8K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-44- 0.89% |
$2.79K - $3.1K
|
4.91K
$328K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-49- 0.04% |
$3.11K - $3.45K
|
110K
$7.36M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-67- 0.59% |
$4.26K - $4.72K
|
11.3K
$753K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-122- 19.65% |
$7.75K - $8.59K
|
499
$33.3K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-173- 66.03% |
$11K - $12.2K
|
89
$5.95K
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-174- 4.27% |
$11.1K - $12.3K
|
3.9K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-213- 0.86% |
$13.5K - $15K
|
24.6K
$1.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-222- 0.11% |
$14.1K - $15.6K
|
203K
$13.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-310- 8.89% |
$19.7K - $21.8K
|
3.18K
$212K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-363- 0.2% |
$23.1K - $25.6K
|
181K
$12.1M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-382- 0.7% |
$24.3K - $26.9K
|
54.5K
$3.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-425- 4.33% |
$27K - $29.9K
|
9.38K
$627K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-436- 2.96% |
$27.7K - $30.7K
|
14.3K
$955K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-526- 6.92% |
$33.4K - $37K
|
7.07K
$473K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-568- 0.42% |
$36.1K - $40K
|
134K
$8.92M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-620- 50.0% |
$39.4K - $43.7K
|
620
$41.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-645- 1.66% |
$41K - $45.4K
|
38.2K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-726- 20.49% |
$46.1K - $51.1K
|
2.82K
$188K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-823- 98.8% |
$52.3K - $58K
|
10
$668
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-824- 30.73% |
$52.3K - $58K
|
1.86K
$124K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-841- 1.4% |
$53.4K - $59.2K
|
59.2K
$3.95M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-997- 1.2% |
$63.3K - $70.2K
|
81.9K
$5.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.09K- 20.1% |
$69.4K - $76.9K
|
4.34K
$290K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.11K- 4.45% |
$70.2K - $77.9K
|
23.8K
$1.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-1.32K- 2.05% |
$83.7K - $92.8K
|
63.1K
$4.22M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.51K- 31.01% |
$95.6K - $106K
|
3.35K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.66K- 47.87% |
$105K - $117K
|
1.81K
$121K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.67K- 7.54% |
$106K - $118K
|
20.5K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.73K- 67.88% |
$110K - $122K
|
818
$54.7K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.06K- 17.4% |
$131K - $145K
|
9.79K
$654K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.08K- 2.08% |
$132K - $146K
|
97.5K
$6.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-2.14K- 30.94% |
$136K - $151K
|
4.78K
$320K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.33K- 11.9% |
$148K - $164K
|
17.2K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.68K- 57.89% |
$170K - $189K
|
1.95K
$130K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 1.88% |
$182K - $202K
|
150K
$10M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-2.92K- 2.32% |
$185K - $205K
|
123K
$8.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.96K- 24.34% |
$188K - $209K
|
9.21K
$615K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-3.13K- 5.62% |
$199K - $220K
|
52.5K
$3.51M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-4.2K- 31.62% |
$267K - $296K
|
9.08K
$607K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.3K- 19.89% |
$273K - $303K
|
17.3K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-4.36K- 0.88% |
$277K - $307K
|
490K
$32.7M
|