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 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-5.75K- 15.2% |
$276K - $323K
|
32.1K
$1.6M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.03K- 81.08% |
$290K - $338K
|
1.41K
$70.2K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.77K- 55.97% |
$374K - $436K
|
6.11K
$305K
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-8.53K- 1.51% |
$410K - $478K
|
555K
$27.7M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.24K- 20.19% |
$444K - $519K
|
36.5K
$1.82M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.68K- 37.45% |
$466K - $543K
|
16.2K
$808K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-12K- 99.89% |
$575K - $671K
|
13
$649
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-16.6K- 34.89% |
$800K - $934K
|
31K
$1.55M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-22.1K- 64.24% |
$1.06M - $1.24M
|
12.3K
$614K
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-27.7K- 32.11% |
$1.33M - $1.56M
|
58.6K
$2.93M
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-35.7K- 8.37% |
$1.72M - $2M
|
390K
$19.5M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-39K- 93.25% |
$1.88M - $2.19M
|
2.83K
$141K
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-45.1K- 26.81% |
$2.17M - $2.53M
|
123K
$6.16M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-847K- 6.87% |
$40.7M - $47.5M
|
11.5M
$573M
|