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 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
385New |
$18.5K - $21.6K
|
385
$19.2K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
301+ 1.83% |
$14.5K - $16.9K
|
16.8K
$837K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
239+ 0.14% |
$11.5K - $13.4K
|
165K
$8.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
230+ 23.26% |
$11.1K - $12.9K
|
1.22K
$60.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
223+ 2.74% |
$10.7K - $12.5K
|
8.37K
$418K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
194+ 3.06% |
$9.33K - $10.9K
|
6.54K
$327K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
132+ 49.07% |
$6.35K - $7.41K
|
401
$20K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
123+ 65.78% |
$5.91K - $6.9K
|
310
$15.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
120New |
$5.77K - $6.73K
|
120
$5.99K
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
107+ 0.47% |
$5.14K - $6K
|
23.1K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
36+ 0.15% |
$1.73K - $2.02K
|
24K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31+ 0.28% |
$1.49K - $1.74K
|
11.2K
$559K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 20.83% |
$1.2K - $1.4K
|
145
$7.24K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
22+ 0.27% |
$1.06K - $1.23K
|
8.03K
$401K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
21+ 0.27% |
$1.01K - $1.18K
|
7.72K
$385K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
16New |
$769 - $898
|
16
$799
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
7+ 0.05% |
$337 - $393
|
15K
$748K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
5+ 2.0% |
$240 - $281
|
255
$12.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.02% |
$96.2 - $112
|
8.71K
$435K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$96.2 - $112
|
5.11K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-4- 10.0% |
$192 - $224
|
36
$1.8K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-55- 5.73% |
$2.64K - $3.09K
|
905
$45.2K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-100- 0.79% |
$4.81K - $5.61K
|
12.5K
$624K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-329- 49.47% |
$15.8K - $18.5K
|
336
$16.8K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-439- 0.18% |
$21.1K - $24.6K
|
243K
$12.1M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-443- 2.21% |
$21.3K - $24.9K
|
19.6K
$979K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-474- 5.63% |
$22.8K - $26.6K
|
7.95K
$397K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-495- 3.55% |
$23.8K - $27.8K
|
13.5K
$672K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-513- 0.52% |
$24.7K - $28.8K
|
97.6K
$4.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-534- 18.12% |
$25.7K - $30K
|
2.41K
$121K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-540- 0.78% |
$26K - $30.3K
|
68.6K
$3.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-554- 2.09% |
$26.6K - $31.1K
|
25.9K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-667- 6.95% |
$32.1K - $37.4K
|
8.93K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-706- 4.54% |
$33.9K - $39.6K
|
14.9K
$742K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-763- 8.43% |
$36.7K - $42.8K
|
8.29K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-826- 15.03% |
$39.7K - $46.4K
|
4.67K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.28K- 4.33% |
$61.7K - $72.1K
|
28.4K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.35K- 2.09% |
$64.9K - $75.8K
|
63.1K
$3.15M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-1.43K- 2.26% |
$68.9K - $80.5K
|
62.1K
$3.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.61K- 0.83% |
$77.3K - $90.2K
|
192K
$9.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.63K- 8.83% |
$78.3K - $91.4K
|
16.8K
$840K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.19K- 15.08% |
$105K - $123K
|
12.3K
$616K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.35K- 15.24% |
$113K - $132K
|
13K
$651K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-2.5K- 20.65% |
$120K - $140K
|
9.59K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-2.54K- 4.48% |
$122K - $143K
|
54.3K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.11K- 14.3% |
$149K - $174K
|
18.6K
$930K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.23K- 2.6% |
$155K - $181K
|
121K
$6.05M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.86K- 1.66% |
$185K - $217K
|
228K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.94K- 36.8% |
$238K - $277K
|
8.49K
$424K
|