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
$9.11M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
104KNew |
$6.39M - $7.19M
|
104K
$6.87M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
73.3K+ 19.31% |
$4.5M - $5.06M
|
453K
$29.9M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
24.1KNew |
$1.48M - $1.66M
|
24.1K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
10.8KNew |
$663K - $746K
|
10.8K
$713K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.54K+ 59.37% |
$524K - $590K
|
22.9K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8K+ 8.47% |
$491K - $552K
|
102K
$6.76M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.53KNew |
$462K - $520K
|
7.53K
$497K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.51KNew |
$461K - $519K
|
7.51K
$496K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
6.49KNew |
$398K - $448K
|
6.49K
$428K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
3.87K+ 47.41% |
$238K - $268K
|
12K
$795K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.98K+ 25.76% |
$183K - $206K
|
14.5K
$960K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.56K+ 20.9% |
$157K - $177K
|
14.8K
$976K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.04K+ 17.65% |
$125K - $141K
|
13.6K
$898K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.69KNew |
$103K - $116K
|
1.69K
$111K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1.51K+ 9.11% |
$92.8K - $104K
|
18.1K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.5K+ 10.09% |
$91.9K - $103K
|
16.3K
$1.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.4K+ 1.4% |
$85.7K - $96.4K
|
101K
$6.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 2.83% |
$82.3K - $92.6K
|
48.7K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.2K+ 9.54% |
$73.7K - $82.9K
|
13.8K
$910K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
981New |
$60.2K - $67.8K
|
981
$64.8K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
784+ 24.89% |
$48.1K - $54.2K
|
3.93K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
732+ 8.88% |
$44.9K - $50.6K
|
8.97K
$593K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
691+ 73.98% |
$42.4K - $47.7K
|
1.63K
$107K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
590+ 12.47% |
$36.2K - $40.8K
|
5.32K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
581+ 5.54% |
$35.7K - $40.1K
|
11.1K
$731K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
491+ 4.57% |
$30.1K - $33.9K
|
11.2K
$742K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
392+ 102.08% |
$24.1K - $27.1K
|
776
$51.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
375New |
$23K - $25.9K
|
375
$24.8K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
373+ 6.76% |
$22.9K - $25.8K
|
5.89K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
318+ 58.78% |
$19.5K - $22K
|
859
$56.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
264+ 12.77% |
$16.2K - $18.2K
|
2.33K
$154K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
226New |
$13.9K - $15.6K
|
226
$14.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
156+ 2.6% |
$9.58K - $10.8K
|
6.16K
$407K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
100+ 1.12% |
$6.14K - $6.91K
|
9.06K
$598K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
40+ 4.35% |
$2.46K - $2.76K
|
959
$63.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
8+ 0.15% |
$491 - $553
|
5.2K
$343K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 0.33% |
$430 - $484
|
2.15K
$142K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5+ 0.11% |
$307 - $345
|
4.7K
$311K
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3+ 0.01% |
$184 - $207
|
33.6K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-77- 1.2% |
$4.73K - $5.32K
|
6.32K
$417K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-145- 0.46% |
$8.9K - $10K
|
31.6K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-158- 3.05% |
$9.7K - $10.9K
|
5.02K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-595- 3.7% |
$36.5K - $41.1K
|
15.5K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-801- 2.29% |
$49.2K - $55.3K
|
34.2K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.18K- 55.11% |
$72.5K - $81.5K
|
961
$63.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-1.51K- 2.27% |
$93K - $105K
|
65.3K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.66K- 1.19% |
$102K - $115K
|
138K
$9.1M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.89K- 8.8% |
$116K - $130K
|
19.6K
$1.29M
|