Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Avantis (AVSD)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSD) 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 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
88.9KNew |
$4.88M - $5.52M
|
88.9K
$5.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
26.1K+ 225.25% |
$1.43M - $1.62M
|
37.6K
$2.49M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.75KNew |
$535K - $606K
|
9.75K
$644K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.98KNew |
$383K - $433K
|
6.98K
$461K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
6.64KNew |
$364K - $412K
|
6.64K
$438K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.63KNew |
$309K - $350K
|
5.63K
$372K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.3K+ 80.29% |
$291K - $329K
|
11.9K
$785K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.69KNew |
$258K - $291K
|
4.69K
$310K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.56KNew |
$196K - $221K
|
3.56K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
3.48KNew |
$191K - $216K
|
3.48K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.3K+ 11.73% |
$126K - $143K
|
21.9K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.85K+ 36.81% |
$101K - $115K
|
6.86K
$453K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1.7K+ 19.85% |
$93.3K - $106K
|
10.3K
$678K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.46K+ 29.18% |
$80.4K - $90.9K
|
6.48K
$428K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.36K+ 766.67% |
$74.5K - $84.3K
|
1.53K
$101K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1K+ 19.23% |
$54.9K - $62.1K
|
6.2K
$409K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
978+ 9.54% |
$53.7K - $60.7K
|
11.2K
$741K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
457New |
$25.1K - $28.4K
|
457
$30.2K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
124+ 9.28% |
$6.81K - $7.7K
|
1.46K
$96.4K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
99New |
$5.43K - $6.15K
|
99
$6.54K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-17- 0.31% |
$933 - $1.06K
|
5.48K
$362K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-52- 0.41% |
$2.85K - $3.23K
|
12.8K
$843K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-191- 27.8% |
$10.5K - $11.9K
|
496
$32.7K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-224- 0.69% |
$12.3K - $13.9K
|
32K
$2.12M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-261- 99.24% |
$14.3K - $16.2K
|
2
$132
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-347- 0.62% |
$19K - $21.6K
|
55.6K
$3.67M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-398- 14.33% |
$21.8K - $24.7K
|
2.38K
$157K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-416- 0.72% |
$22.8K - $25.8K
|
57.5K
$3.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-486- 6.61% |
$26.7K - $30.2K
|
6.87K
$453K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-703- 14.24% |
$38.6K - $43.7K
|
4.24K
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-771- 33.77% |
$42.3K - $47.9K
|
1.51K
$99.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-958- 3.83% |
$52.6K - $59.5K
|
24.1K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.03K- 8.2% |
$56.7K - $64.2K
|
11.6K
$764K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.22K- 5.58% |
$67.1K - $76K
|
20.7K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.12K- 18.51% |
$116K - $131K
|
9.31K
$615K
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-2.87K- 9.34% |
$157K - $178K
|
27.8K
$1.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-6.47K- 20.12% |
$355K - $402K
|
25.7K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.62K- 53.12% |
$363K - $411K
|
5.84K
$385K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 18.85% |
$671K - $760K
|
52.6K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.6K- 6.93% |
$689K - $780K
|
169K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.6K- 38.13% |
$692K - $784K
|
20.5K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-87.5K- 31.64% |
$4.8M - $5.43M
|
189K
$12.5M
|