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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
26.1K+ 225.25% |
$1.43M - $1.62M
|
37.6K
$2.36M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.98KNew |
$383K - $433K
|
6.98K
$438K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.3K+ 80.29% |
$291K - $329K
|
11.9K
$747K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.56KNew |
$196K - $221K
|
3.56K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
3.48KNew |
$191K - $216K
|
3.48K
$219K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.3K+ 11.73% |
$126K - $143K
|
21.9K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.85K+ 36.81% |
$101K - $115K
|
6.86K
$431K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1.7K+ 19.85% |
$93.3K - $106K
|
10.3K
$645K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.46K+ 29.18% |
$80.4K - $90.9K
|
6.48K
$407K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
978+ 9.54% |
$53.7K - $60.7K
|
11.2K
$705K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
457New |
$25.1K - $28.4K
|
457
$28.7K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-191- 27.8% |
$10.5K - $11.9K
|
496
$31.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-486- 6.61% |
$26.7K - $30.2K
|
6.87K
$431K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-703- 14.24% |
$38.6K - $43.7K
|
4.24K
$266K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-771- 33.77% |
$42.3K - $47.9K
|
1.51K
$95K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-958- 3.83% |
$52.6K - $59.5K
|
24.1K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.22K- 5.58% |
$67.1K - $76K
|
20.7K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.12K- 18.51% |
$116K - $131K
|
9.31K
$585K
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-2.87K- 9.34% |
$157K - $178K
|
27.8K
$1.75M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-6.47K- 20.12% |
$355K - $402K
|
25.7K
$1.61M
|