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 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18.1K+ 4.42% |
$1.64M - $1.83M
|
427K
$41.6M
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
17.2K+ 10.28% |
$1.56M - $1.74M
|
184K
$17.9M
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
16.9K+ 7.86% |
$1.53M - $1.72M
|
232K
$22.6M
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
16.4K+ 5.97% |
$1.49M - $1.67M
|
291K
$28.4M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.8K+ 415.06% |
$1.43M - $1.6M
|
19.6K
$1.91M
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
15.7K+ 176.12% |
$1.42M - $1.59M
|
24.6K
$2.4M
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
15.2K+ 18.64% |
$1.38M - $1.55M
|
97K
$9.45M
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
14.6KNew |
$1.33M - $1.49M
|
14.6K
$1.43M
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
14.6K+ 15.37% |
$1.33M - $1.49M
|
110K
$10.7M
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
14.6K+ 26.19% |
$1.32M - $1.48M
|
70.1K
$6.84M
|
|
Apr 10, 2025
Q1 2025
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
13.1K+ 0.43% |
$1.19M - $1.33M
|
3.05M
$297M
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
12.9K+ 2.88% |
$1.17M - $1.31M
|
461K
$45M
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
12.8K+ 5.99% |
$1.16M - $1.3M
|
226K
$22M
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
11.9KNew |
$1.08M - $1.21M
|
11.9K
$1.16M
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
11.8K+ 8.05% |
$1.07M - $1.2M
|
159K
$15.5M
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
11.7K+ 10.29% |
$1.06M - $1.19M
|
125K
$12.2M
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.3K+ 3.11% |
$1.02M - $1.15M
|
374K
$36.4M
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
11.2K+ 0.96% |
$1.01M - $1.14M
|
1.18M
$115M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1K+ 15.73% |
$1M - $1.12M
|
81.4K
$7.94M
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.1K+ 4.04% |
$1M - $1.12M
|
284K
$27.7M
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
11K+ 17.9% |
$997K - $1.12M
|
72.4K
$7.05M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.8K+ 5.28% |
$981K - $1.1M
|
216K
$21M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.6K+ 9.79% |
$958K - $1.07M
|
119K
$11.6M
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
9.82K+ 79.99% |
$890K - $997K
|
22.1K
$2.15M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
9.53K+ 20.55% |
$864K - $968K
|
55.9K
$5.45M
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
9.5K+ 53.17% |
$862K - $965K
|
27.4K
$2.67M
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
9.04K+ 8.15% |
$819K - $918K
|
120K
$11.7M
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
8.96KNew |
$812K - $910K
|
8.96K
$873K
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.85K+ 5.64% |
$802K - $898K
|
166K
$16.2M
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
8.64K+ 3.77% |
$784K - $878K
|
238K
$23.2M
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
8.41K+ 1.62% |
$763K - $854K
|
528K
$51.5M
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
8.23KNew |
$747K - $836K
|
8.23K
$802K
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
8.06K+ 1.31% |
$731K - $819K
|
622K
$60.6M
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
7.87KNew |
$714K - $799K
|
7.87K
$767K
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
7.45KNew |
$676K - $757K
|
7.45K
$726K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.97K+ 233.15% |
$632K - $708K
|
9.96K
$971K
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.96K+ 1.48% |
$631K - $707K
|
476K
$46.4M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.63K+ 9.21% |
$602K - $674K
|
78.6K
$7.67M
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.58K+ 11.89% |
$597K - $668K
|
61.9K
$6.03M
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
6.51K+ 254.41% |
$591K - $662K
|
9.07K
$884K
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.43KNew |
$583K - $653K
|
6.43K
$626K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.12K+ 34.25% |
$555K - $622K
|
24K
$2.34M
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.92K+ 3.99% |
$537K - $601K
|
154K
$15M
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5.92K+ 14.25% |
$537K - $601K
|
47.4K
$4.62M
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.74K+ 3.94% |
$521K - $583K
|
151K
$14.8M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.66K+ 18.19% |
$514K - $575K
|
36.8K
$3.59M
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
5.06K+ 23.43% |
$458K - $513K
|
26.6K
$2.6M
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.02K+ 7.27% |
$455K - $509K
|
74K
$7.21M
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
4.82KNew |
$437K - $489K
|
4.82K
$470K
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.61K+ 7.84% |
$418K - $468K
|
63.4K
$6.18M
|