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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
641KNew |
$58.2M - $65.1M
|
641K
$55.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
92K+ 5.87% |
$8.34M - $9.34M
|
1.66M
$144M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
45.4KNew |
$4.12M - $4.61M
|
45.4K
$3.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
30.9KNew |
$2.8M - $3.14M
|
30.9K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
26.7K+ 18.84% |
$2.42M - $2.71M
|
168K
$14.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
25.8K+ 7.12% |
$2.34M - $2.62M
|
388K
$33.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
18.8K+ 15.13% |
$1.71M - $1.91M
|
143K
$12.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
18.2K+ 1.81% |
$1.65M - $1.85M
|
1.02M
$88.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
16.4K+ 5.97% |
$1.49M - $1.67M
|
291K
$25.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
13.1K+ 0.43% |
$1.19M - $1.33M
|
3.05M
$264M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
12.8K+ 5.99% |
$1.16M - $1.3M
|
226K
$19.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
11.7K+ 10.29% |
$1.06M - $1.19M
|
125K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
11.2K+ 0.96% |
$1.01M - $1.14M
|
1.18M
$102M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.1K+ 4.04% |
$1M - $1.12M
|
284K
$24.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
11K+ 17.9% |
$997K - $1.12M
|
72.4K
$6.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
8.64K+ 3.77% |
$784K - $878K
|
238K
$20.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.92K+ 3.99% |
$537K - $601K
|
154K
$13.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.25K+ 7.01% |
$385K - $432K
|
64.9K
$5.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.98K+ 2.15% |
$361K - $404K
|
189K
$16.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.9K+ 1.74% |
$354K - $396K
|
228K
$19.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3.71K+ 2.58% |
$336K - $377K
|
147K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.7K+ 3.76% |
$335K - $375K
|
102K
$8.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
3.25K+ 2.15% |
$295K - $330K
|
155K
$13.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2.95K+ 1.36% |
$267K - $299K
|
219K
$18.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
2.94K+ 2.71% |
$267K - $299K
|
112K
$9.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.69KNew |
$244K - $273K
|
2.69K
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2.45K+ 24.93% |
$222K - $249K
|
12.3K
$1.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
2.4K+ 5.74% |
$218K - $244K
|
44.2K
$3.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.8K+ 3.42% |
$163K - $183K
|
54.5K
$4.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.56K+ 3.13% |
$142K - $159K
|
51.4K
$4.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.54K+ 0.17% |
$140K - $157K
|
883K
$76.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
1.4K+ 1.21% |
$127K - $142K
|
117K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
962+ 2.36% |
$87.3K - $97.7K
|
41.7K
$3.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
815+ 6.96% |
$73.9K - $82.8K
|
12.5K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
573+ 8.0% |
$52K - $58.2K
|
7.74K
$669K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
462+ 3.28% |
$41.9K - $46.9K
|
14.6K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
410+ 0.37% |
$37.2K - $41.6K
|
110K
$9.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
146+ 2.77% |
$13.2K - $14.8K
|
5.41K
$468K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
139+ 1.17% |
$12.6K - $14.1K
|
12.1K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
50+ 0.48% |
$4.54K - $5.08K
|
10.5K
$906K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
37+ 0.44% |
$3.36K - $3.76K
|
8.36K
$723K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
34+ 0.22% |
$3.08K - $3.45K
|
15.4K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
34+ 0.49% |
$3.08K - $3.45K
|
6.95K
$601K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
34+ 0.04% |
$3.08K - $3.45K
|
91.6K
$7.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33+ 0.3% |
$2.99K - $3.35K
|
10.9K
$942K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.31% |
$1.36K - $1.52K
|
4.89K
$423K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-9- 4.39% |
$816 - $914
|
196
$17K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-88- 0.11% |
$7.98K - $8.94K
|
79.6K
$6.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-107- 0.19% |
$9.7K - $10.9K
|
55.1K
$4.77M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-127- 0.36% |
$11.5K - $12.9K
|
34.7K
$3M
|