Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC) 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
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.14M+ 9.95% |
$55M - $64.1M
|
12.6M
$631M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
199KNew |
$9.55M - $11.2M
|
199K
$9.93M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
159K+ 30.0% |
$7.64M - $8.92M
|
689K
$34.4M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
126K+ 313.58% |
$6.06M - $7.07M
|
166K
$8.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
124K+ 14.71% |
$5.95M - $6.95M
|
965K
$48.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
119K+ 29.92% |
$5.71M - $6.66M
|
515K
$25.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93.2K+ 28.31% |
$4.48M - $5.23M
|
422K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
89.4K+ 119.43% |
$4.3M - $5.02M
|
164K
$8.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.4KNew |
$3M - $3.5M
|
62.4K
$3.12M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
57.7K+ 18.15% |
$2.77M - $3.24M
|
375K
$18.8M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
57.5K+ 1.71% |
$2.76M - $3.23M
|
3.42M
$171M
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
44.8K+ 435.81% |
$2.15M - $2.52M
|
55.1K
$2.75M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
39.5K+ 1676.78% |
$1.9M - $2.22M
|
41.9K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
37.6K+ 17.09% |
$1.81M - $2.11M
|
258K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
34.3K+ 26.38% |
$1.65M - $1.93M
|
165K
$8.22M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
23KNew |
$1.11M - $1.29M
|
23K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
19.8K+ 6.5% |
$951K - $1.11M
|
324K
$16.2M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
18.8K+ 3.32% |
$904K - $1.05M
|
585K
$29.2M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16.5K+ 155.37% |
$794K - $926K
|
27.1K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.8K+ 13.25% |
$567K - $662K
|
101K
$5.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
11.4KNew |
$548K - $639K
|
11.4K
$569K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.92K+ 19.33% |
$477K - $557K
|
61.3K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.61K+ 56.01% |
$462K - $539K
|
26.8K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9.57K+ 4.09% |
$460K - $537K
|
244K
$12.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
9.24K+ 7.81% |
$444K - $518K
|
127K
$6.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.76KNew |
$421K - $492K
|
8.76K
$438K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.31K+ 9.33% |
$400K - $466K
|
97.3K
$4.86M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8K+ 84.99% |
$385K - $449K
|
17.4K
$870K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.92KNew |
$381K - $444K
|
7.92K
$395K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.75KNew |
$276K - $322K
|
5.75K
$287K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5.58KNew |
$268K - $313K
|
5.58K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.95K+ 20.28% |
$238K - $278K
|
29.4K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.77K+ 2.87% |
$229K - $268K
|
171K
$8.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
4.71K+ 32.68% |
$226K - $264K
|
19.1K
$954K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.67KNew |
$224K - $262K
|
4.67K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.65K+ 13.99% |
$175K - $205K
|
29.7K
$1.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.03K+ 6.61% |
$146K - $170K
|
48.9K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.88K+ 5.2% |
$139K - $162K
|
58.2K
$2.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.87K+ 6.38% |
$138K - $161K
|
47.9K
$2.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.51K+ 4.3% |
$121K - $141K
|
60.9K
$3.04M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.41K+ 12.41% |
$116K - $135K
|
21.8K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.38K+ 7.87% |
$66.5K - $77.6K
|
18.9K
$946K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.37K+ 4.95% |
$65.9K - $76.9K
|
29K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.33K+ 3.13% |
$63.9K - $74.5K
|
43.7K
$2.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.15K+ 10.84% |
$55.2K - $64.4K
|
11.7K
$586K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
950+ 4.2% |
$45.7K - $53.3K
|
23.6K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
808New |
$38.8K - $45.3K
|
808
$40.4K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
668New |
$32.1K - $37.5K
|
668
$33.4K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
487New |
$23.4K - $27.3K
|
487
$24.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
468+ 4.44% |
$22.5K - $26.3K
|
11K
$550K
|