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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
199KNew |
$9.55M - $11.2M
|
199K
$9.22M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
57.5K+ 1.71% |
$2.76M - $3.23M
|
3.42M
$159M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
11.4KNew |
$548K - $639K
|
11.4K
$528K
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
9.24K+ 7.81% |
$444K - $518K
|
127K
$5.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.76KNew |
$421K - $492K
|
8.76K
$406K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.31K+ 9.33% |
$400K - $466K
|
97.3K
$4.52M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.92KNew |
$381K - $444K
|
7.92K
$367K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.75KNew |
$276K - $322K
|
5.75K
$267K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5.58KNew |
$268K - $313K
|
5.58K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.95K+ 20.28% |
$238K - $278K
|
29.4K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
4.71K+ 32.68% |
$226K - $264K
|
19.1K
$886K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.03K+ 6.61% |
$146K - $170K
|
48.9K
$2.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.87K+ 6.38% |
$138K - $161K
|
47.9K
$2.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.51K+ 4.3% |
$121K - $141K
|
60.9K
$2.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.38K+ 7.87% |
$66.5K - $77.6K
|
18.9K
$879K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.15K+ 10.84% |
$55.2K - $64.4K
|
11.7K
$545K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
950+ 4.2% |
$45.7K - $53.3K
|
23.6K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
808New |
$38.8K - $45.3K
|
808
$37.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
468+ 4.44% |
$22.5K - $26.3K
|
11K
$511K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
230+ 23.26% |
$11.1K - $12.9K
|
1.22K
$56.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
223+ 2.74% |
$10.7K - $12.5K
|
8.37K
$389K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
194+ 3.06% |
$9.33K - $10.9K
|
6.54K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
132+ 49.07% |
$6.35K - $7.41K
|
401
$18.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
120New |
$5.77K - $6.73K
|
120
$5.57K
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
107+ 0.47% |
$5.14K - $6K
|
23.1K
$1.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 20.83% |
$1.2K - $1.4K
|
145
$6.73K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
22+ 0.27% |
$1.06K - $1.23K
|
8.03K
$373K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
21+ 0.27% |
$1.01K - $1.18K
|
7.72K
$358K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
16New |
$769 - $898
|
16
$742
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.02% |
$96.2 - $112
|
8.71K
$404K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-4- 10.0% |
$192 - $224
|
36
$1.67K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-513- 0.52% |
$24.7K - $28.8K
|
97.6K
$4.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-534- 18.12% |
$25.7K - $30K
|
2.41K
$112K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-540- 0.78% |
$26K - $30.3K
|
68.6K
$3.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-554- 2.09% |
$26.6K - $31.1K
|
25.9K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-763- 8.43% |
$36.7K - $42.8K
|
8.29K
$385K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.61K- 0.83% |
$77.3K - $90.2K
|
192K
$8.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.63K- 8.83% |
$78.3K - $91.4K
|
16.8K
$781K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-2.5K- 20.65% |
$120K - $140K
|
9.59K
$445K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.86K- 1.66% |
$185K - $217K
|
228K
$10.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-8.53K- 1.51% |
$410K - $478K
|
555K
$25.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.24K- 20.19% |
$444K - $519K
|
36.5K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-16.6K- 34.89% |
$800K - $934K
|
31K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-45.1K- 26.81% |
$2.17M - $2.53M
|
123K
$5.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-847K- 6.87% |
$40.7M - $47.5M
|
11.5M
$532M
|