Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Avantis (AVSU)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSU) 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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
138KNew |
$8.47M - $9.53M
|
138K
$8.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1.51K+ 9.11% |
$92.8K - $104K
|
18.1K
$1.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.4K+ 1.4% |
$85.7K - $96.4K
|
101K
$6.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
981New |
$60.2K - $67.8K
|
981
$58.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
581+ 5.54% |
$35.7K - $40.1K
|
11.1K
$659K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
156+ 2.6% |
$9.58K - $10.8K
|
6.16K
$367K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
40+ 4.35% |
$2.46K - $2.76K
|
959
$57.1K
|