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
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-49- 0.77% |
$4.44K - $4.98K
|
6.28K
$612K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-53- 0.06% |
$4.81K - $5.38K
|
87.7K
$8.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-70- 0.24% |
$6.35K - $7.11K
|
29.6K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-84- 0.78% |
$7.62K - $8.53K
|
10.6K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-88- 0.11% |
$7.98K - $8.94K
|
79.6K
$7.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-107- 0.19% |
$9.7K - $10.9K
|
55.1K
$5.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-127- 0.36% |
$11.5K - $12.9K
|
34.7K
$3.38M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-128- 0.19% |
$11.6K - $13K
|
67.2K
$6.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-140- 2.13% |
$12.7K - $14.2K
|
6.44K
$627K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-181- 0.94% |
$16.4K - $18.4K
|
19.1K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-199- 0.38% |
$18K - $20.2K
|
51.7K
$5.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-200- 5.54% |
$18.1K - $20.3K
|
3.41K
$332K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-221- 6.12% |
$20K - $22.4K
|
3.39K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-243- 9.14% |
$22K - $24.7K
|
2.42K
$235K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-272- 0.42% |
$24.7K - $27.6K
|
64.8K
$6.32M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-361- 13.49% |
$32.7K - $36.7K
|
2.32K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-365- 2.49% |
$33.1K - $37.1K
|
14.3K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-378- 0.12% |
$34.3K - $38.4K
|
322K
$31.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-400- 57.39% |
$36.3K - $40.6K
|
297
$29K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-423- 4.09% |
$38.4K - $43K
|
9.92K
$967K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-443- 2.81% |
$40.2K - $45K
|
15.3K
$1.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-450- 93.75% |
$40.8K - $45.7K
|
30
$2.92K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-483- 1.17% |
$43.8K - $49.1K
|
40.8K
$3.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-532- 0.71% |
$48.3K - $54K
|
74.8K
$7.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-535- 1.01% |
$48.5K - $54.3K
|
52.4K
$5.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-535- 9.45% |
$48.5K - $54.3K
|
5.13K
$500K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-600- 4.21% |
$54.4K - $60.9K
|
13.7K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-653- 1.08% |
$59.2K - $66.3K
|
59.8K
$5.83M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-669- 5.88% |
$60.7K - $68K
|
10.7K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-671- 2.97% |
$60.9K - $68.2K
|
21.9K
$2.14M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-678- 6.37% |
$61.5K - $68.9K
|
9.97K
$972K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-701- 0.54% |
$63.6K - $71.2K
|
128K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-707- 0.16% |
$64.1K - $71.8K
|
442K
$43.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-713- 1.31% |
$64.7K - $72.4K
|
53.6K
$5.23M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-722- 11.42% |
$65.5K - $73.3K
|
5.6K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-727- 3.84% |
$65.9K - $73.8K
|
18.2K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-884- 6.09% |
$80.2K - $89.8K
|
13.6K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-944- 1.72% |
$85.6K - $95.9K
|
54.1K
$5.27M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-963- 18.97% |
$87.3K - $97.8K
|
4.11K
$401K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-995- 0.6% |
$90.2K - $101K
|
166K
$16.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.07K- 10.95% |
$97.2K - $109K
|
8.72K
$850K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.09K- 6.78% |
$98.7K - $111K
|
15K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1.09K- 2.22% |
$99.2K - $111K
|
48.2K
$4.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.13K- 1.05% |
$102K - $114K
|
106K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1.16K- 1.74% |
$106K - $118K
|
65.6K
$6.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.18K- 3.3% |
$107K - $120K
|
34.7K
$3.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.21K- 4.39% |
$110K - $123K
|
26.3K
$2.57M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.26K- 4.48% |
$114K - $127K
|
26.8K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 90.1% |
$124K - $139K
|
150
$14.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.37K- 12.94% |
$124K - $139K
|
9.19K
$896K
|