Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) 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 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.12M+ 2108.38% |
$102M - $114M
|
1.17M
$114M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
727K+ 51.12% |
$66M - $73.9M
|
2.15M
$210M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
649K+ 151.94% |
$58.9M - $66M
|
1.08M
$105M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
641KNew |
$58.2M - $65.1M
|
641K
$62.5M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
403KNew |
$36.5M - $40.9M
|
403K
$39.3M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
267K+ 44.06% |
$24.2M - $27.1M
|
872K
$85M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
234K+ 7.25% |
$21.2M - $23.8M
|
3.46M
$338M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
217K+ 49.27% |
$19.7M - $22.1M
|
658K
$64.1M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
199K+ 386.45% |
$18M - $20.2M
|
250K
$24.4M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
190K+ 90.44% |
$17.3M - $19.3M
|
401K
$39.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
145K+ 25.9% |
$13.2M - $14.8M
|
706K
$68.9M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
138K+ 22.57% |
$12.5M - $14M
|
748K
$72.9M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
129KNew |
$11.7M - $13.1M
|
129K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
117K+ 276.13% |
$10.6M - $11.9M
|
160K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
114K+ 20.91% |
$10.3M - $11.6M
|
660K
$64.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
109K+ 63.16% |
$9.85M - $11M
|
280K
$27.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
92K+ 5.87% |
$8.34M - $9.34M
|
1.66M
$162M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
91.5K+ 1271.25% |
$8.3M - $9.29M
|
98.7K
$9.62M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
88.8K+ 9.33% |
$8.05M - $9.02M
|
1.04M
$101M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
82.3K+ 5384.5% |
$7.47M - $8.36M
|
83.9K
$8.17M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.2K+ 180.43% |
$5.73M - $6.42M
|
98.2K
$9.57M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
61.7KNew |
$5.6M - $6.27M
|
61.7K
$6.02M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
60.8K+ 11.85% |
$5.51M - $6.17M
|
574K
$55.9M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
45.8K+ 55.33% |
$4.16M - $4.66M
|
129K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
45.8K+ 112.54% |
$4.16M - $4.65M
|
86.6K
$8.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
45.4KNew |
$4.12M - $4.61M
|
45.4K
$4.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
44K+ 136.05% |
$3.99M - $4.47M
|
76.3K
$7.44M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
42.3K+ 5.09% |
$3.83M - $4.29M
|
872K
$85.1M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
39.4K+ 14.5% |
$3.58M - $4.01M
|
311K
$30.3M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
37K+ 311.17% |
$3.36M - $3.76M
|
48.9K
$4.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
36.8K+ 18.68% |
$3.34M - $3.74M
|
234K
$22.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.7K+ 74.28% |
$3.33M - $3.73M
|
86.1K
$8.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
31.1KNew |
$2.82M - $3.16M
|
31.1K
$3.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
30.9KNew |
$2.8M - $3.14M
|
30.9K
$3.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.7K+ 14.17% |
$2.79M - $3.12M
|
248K
$24.1M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
29.5K+ 12.43% |
$2.67M - $2.99M
|
266K
$26M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.9K+ 26.63% |
$2.62M - $2.93M
|
137K
$13.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
27.7K+ 10.13% |
$2.51M - $2.81M
|
301K
$29.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
26.7K+ 18.84% |
$2.42M - $2.71M
|
168K
$16.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
25.8K+ 7.12% |
$2.34M - $2.62M
|
388K
$37.8M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
25KNew |
$2.26M - $2.54M
|
25K
$2.43M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
24.9K+ 5.38% |
$2.26M - $2.53M
|
489K
$47.7M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
24.6KNew |
$2.23M - $2.5M
|
24.6K
$2.4M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
23.1K+ 8.94% |
$2.1M - $2.35M
|
282K
$27.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
20.3K+ 3.29% |
$1.84M - $2.06M
|
638K
$62.2M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
19.9K+ 159.32% |
$1.81M - $2.02M
|
32.4K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
18.9K+ 6.28% |
$1.71M - $1.92M
|
319K
$31.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
18.8K+ 15.13% |
$1.71M - $1.91M
|
143K
$14M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
18.2K+ 1.81% |
$1.65M - $1.85M
|
1.02M
$99.8M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
18.2K+ 34.03% |
$1.65M - $1.85M
|
71.6K
$6.98M
|