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 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.72K+ 0.92% |
$156K - $175K
|
189K
$18.5M
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.66K+ 8.63% |
$151K - $169K
|
20.9K
$2.04M
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.66K+ 35.02% |
$150K - $168K
|
6.39K
$623K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.63K+ 4.91% |
$148K - $165K
|
34.8K
$3.39M
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.56K+ 3.13% |
$142K - $159K
|
51.4K
$5.01M
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.54K+ 0.17% |
$140K - $157K
|
883K
$86.1M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.53K+ 20.53% |
$139K - $156K
|
9K
$877K
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.52K+ 23.86% |
$137K - $154K
|
7.87K
$767K
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.48K+ 1.68% |
$135K - $151K
|
89.7K
$8.75M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.46K+ 12.34% |
$132K - $148K
|
13.3K
$1.3M
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
1.4K+ 1.21% |
$127K - $142K
|
117K
$11.4M
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
1.38K+ 4.69% |
$125K - $140K
|
30.8K
$3M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.38KNew |
$125K - $140K
|
1.38K
$134K
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.33K+ 58.41% |
$120K - $135K
|
3.6K
$351K
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.28K+ 3.0% |
$116K - $130K
|
43.9K
$4.28M
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.16KNew |
$105K - $118K
|
1.16K
$113K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.1KNew |
$99.8K - $112K
|
1.1K
$107K
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
962+ 2.36% |
$87.3K - $97.7K
|
41.7K
$4.07M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
945+ 14.97% |
$85.7K - $96K
|
7.26K
$707K
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
859New |
$77.9K - $87.2K
|
859
$83.7K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
820New |
$74.4K - $83.3K
|
820
$79.9K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
815+ 6.96% |
$73.9K - $82.8K
|
12.5K
$1.22M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
809+ 9.08% |
$73.4K - $82.2K
|
9.72K
$948K
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
773+ 5.15% |
$70.1K - $78.5K
|
15.8K
$1.54M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
758+ 11.24% |
$68.8K - $77K
|
7.5K
$731K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
755+ 6.65% |
$68.5K - $76.7K
|
12.1K
$1.18M
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
647+ 4.93% |
$58.7K - $65.7K
|
13.8K
$1.34M
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
576+ 0.05% |
$52.2K - $58.5K
|
1.08M
$105M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
573+ 8.0% |
$52K - $58.2K
|
7.74K
$754K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
560+ 0.61% |
$50.8K - $56.9K
|
91.9K
$8.96M
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
513+ 20.11% |
$46.5K - $52.1K
|
3.06K
$299K
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
495+ 3.41% |
$44.9K - $50.3K
|
15K
$1.46M
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
462+ 3.28% |
$41.9K - $46.9K
|
14.6K
$1.42M
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
410+ 0.37% |
$37.2K - $41.6K
|
110K
$10.7M
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
390+ 3.67% |
$35.4K - $39.6K
|
11K
$1.07M
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
377+ 0.03% |
$34.2K - $38.3K
|
1.14M
$111M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
364+ 1.2% |
$33K - $37K
|
30.6K
$2.99M
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
361+ 6.04% |
$32.7K - $36.7K
|
6.34K
$618K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
311+ 9.43% |
$28.2K - $31.6K
|
3.61K
$352K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
292New |
$26.5K - $29.7K
|
292
$28.5K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
268New |
$24.3K - $27.2K
|
268
$26.1K
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
243+ 0.59% |
$22K - $24.7K
|
41.7K
$4.06M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
242+ 0.8% |
$21.9K - $24.6K
|
30.4K
$2.97M
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
206+ 0.83% |
$18.7K - $20.9K
|
25.1K
$2.45M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
204New |
$18.5K - $20.7K
|
204
$19.9K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
188+ 4.99% |
$17.1K - $19.1K
|
3.96K
$386K
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
177+ 0.31% |
$16.1K - $18K
|
57.1K
$5.56M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
157New |
$14.2K - $15.9K
|
157
$15.3K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
146+ 9.75% |
$13.2K - $14.8K
|
1.64K
$160K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
146+ 2.77% |
$13.2K - $14.8K
|
5.41K
$528K
|