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 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.56K+ 4.89% |
$413K - $463K
|
97.6K
$9.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.49KNew |
$408K - $456K
|
4.49K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.44KNew |
$402K - $451K
|
4.44K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.33KNew |
$393K - $440K
|
4.33K
$422K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.25K+ 7.01% |
$385K - $432K
|
64.9K
$6.32M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.23KNew |
$384K - $430K
|
4.23K
$412K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4.23K+ 29.12% |
$384K - $430K
|
18.8K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.98K+ 2.15% |
$361K - $404K
|
189K
$18.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.9K+ 1.74% |
$354K - $396K
|
228K
$22.2M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.75K+ 18.36% |
$340K - $381K
|
24.2K
$2.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
3.72K+ 5.74% |
$337K - $378K
|
68.5K
$6.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3.71K+ 2.58% |
$336K - $377K
|
147K
$14.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.7K+ 3.76% |
$335K - $375K
|
102K
$9.93M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.64K+ 17.88% |
$330K - $369K
|
24K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.48K+ 3.5% |
$316K - $354K
|
103K
$10M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
3.47K+ 22.74% |
$315K - $352K
|
18.7K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
3.38KNew |
$306K - $343K
|
3.38K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.32KNew |
$301K - $337K
|
3.32K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
3.3K+ 0.51% |
$299K - $335K
|
649K
$63.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.26KNew |
$296K - $331K
|
3.26K
$318K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
3.25K+ 2.15% |
$295K - $330K
|
155K
$15.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.2K+ 0.75% |
$290K - $325K
|
428K
$41.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
3.17K+ 2.62% |
$287K - $321K
|
124K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.14K+ 30.05% |
$285K - $319K
|
13.6K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.02K+ 17.72% |
$274K - $307K
|
20.1K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
3.02KNew |
$274K - $307K
|
3.02K
$294K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3K+ 2.41% |
$272K - $305K
|
127K
$12.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2.95K+ 1.36% |
$267K - $299K
|
219K
$21.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
2.94K+ 2.71% |
$267K - $299K
|
112K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.92K+ 35.47% |
$264K - $296K
|
11.1K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.91KNew |
$264K - $296K
|
2.91K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
2.83K+ 2.08% |
$257K - $288K
|
139K
$13.5M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.81K+ 1.82% |
$255K - $285K
|
157K
$15.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.69KNew |
$244K - $273K
|
2.69K
$262K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.69K+ 2.86% |
$244K - $273K
|
96.7K
$9.43M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
2.64KNew |
$239K - $268K
|
2.64K
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2.45K+ 24.93% |
$222K - $249K
|
12.3K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.45KNew |
$222K - $249K
|
2.45K
$239K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
2.4K+ 5.74% |
$218K - $244K
|
44.2K
$4.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.35KNew |
$214K - $239K
|
2.35K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
2.3KNew |
$209K - $234K
|
2.3K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.28KNew |
$207K - $232K
|
2.28K
$223K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.27KNew |
$206K - $231K
|
2.27K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.24KNew |
$203K - $227K
|
2.24K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2.09K+ 96.53% |
$189K - $212K
|
4.25K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.95KNew |
$177K - $198K
|
1.95K
$190K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.8K+ 3.42% |
$163K - $183K
|
54.5K
$5.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 2.18% |
$162K - $182K
|
84.1K
$8.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.77K+ 3.72% |
$161K - $180K
|
49.4K
$4.82M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.75K+ 55.56% |
$158K - $177K
|
4.89K
$476K
|