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 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-4.85K- 44.28% |
$308K - $341K
|
6.1K
$408K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.27K- 3.06% |
$334K - $371K
|
167K
$11.1M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-5.48K- 56.95% |
$348K - $386K
|
4.14K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.69K- 35.91% |
$362K - $401K
|
10.2K
$679K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-6.04K- 25.22% |
$384K - $425K
|
17.9K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.75K- 49.92% |
$492K - $546K
|
7.77K
$519K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-9.52K- 23.58% |
$605K - $671K
|
30.9K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-9.8K- 5.85% |
$622K - $690K
|
158K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-10.5K- 28.61% |
$668K - $740K
|
26.2K
$1.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-12.1K- 2.8% |
$769K - $852K
|
419K
$28M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.7K- 80.33% |
$807K - $895K
|
3.11K
$208K
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-14.2K- 12.69% |
$904K - $1M
|
97.9K
$6.54M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15K- 6.44% |
$952K - $1.06M
|
218K
$14.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-19K- 6.92% |
$1.21M - $1.34M
|
256K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.3K- 80.46% |
$1.41M - $1.57M
|
5.41K
$362K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-24.1K- 1.96% |
$1.53M - $1.7M
|
1.21M
$80.5M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-27.7K- 2.07% |
$1.76M - $1.95M
|
1.31M
$87.6M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-34.5K- 98.12% |
$2.19M - $2.43M
|
659
$44K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51K- 60.89% |
$3.24M - $3.59M
|
32.8K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-56.7K- 13.81% |
$3.6M - $3.99M
|
354K
$23.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-89.7K- 5.14% |
$5.7M - $6.32M
|
1.66M
$111M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-110K- 36.41% |
$6.96M - $7.71M
|
191K
$12.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-115K- 7.17% |
$7.3M - $8.09M
|
1.49M
$99.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-124K- 92.18% |
$7.86M - $8.72M
|
10.5K
$701K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-128K- 80.33% |
$8.16M - $9.04M
|
31.4K
$2.1M
|