Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) 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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.47K- 0.95% |
$59.5K - $64.9K
|
152K
$6.78M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.27K- 38.58% |
$92K - $100K
|
3.61K
$160K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-2.61K- 6.91% |
$106K - $115K
|
35.1K
$1.56M
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-3.57K- 4.84% |
$145K - $158K
|
70.1K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.77K- 6.52% |
$153K - $167K
|
54.1K
$2.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.03K- 3.32% |
$164K - $178K
|
117K
$5.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-4.26K- 8.45% |
$173K - $189K
|
46.1K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-4.26K- 5.71% |
$173K - $189K
|
70.4K
$3.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.59K- 99.91% |
$186K - $203K
|
4
$178
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.6K- 51.46% |
$187K - $204K
|
4.34K
$193K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.78K- 16.64% |
$194K - $212K
|
24K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-4.93K- 99.78% |
$200K - $218K
|
11
$490
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-5.78K- 1.84% |
$235K - $256K
|
308K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-6.19K- 45.13% |
$251K - $274K
|
7.52K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-6.41K- 8.35% |
$260K - $284K
|
70.3K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.47K- 52.24% |
$303K - $331K
|
6.83K
$304K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-8.97K- 49.33% |
$364K - $398K
|
9.21K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-11.5K- 32.68% |
$467K - $509K
|
23.7K
$1.05M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-25.3K- 97.46% |
$1.03M - $1.12M
|
659
$29.3K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-46.3K- 50.28% |
$1.88M - $2.05M
|
45.8K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-62.4K- 18.21% |
$2.53M - $2.76M
|
280K
$12.5M
|