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 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.52K- 0.8% |
$138K - $154K
|
189K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.53K- 14.31% |
$139K - $156K
|
9.17K
$894K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.54K- 6.59% |
$140K - $157K
|
21.9K
$2.13M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.6K- 2.17% |
$145K - $163K
|
72.1K
$7.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.62K- 3.34% |
$147K - $165K
|
46.9K
$4.57M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.83K- 25.64% |
$166K - $186K
|
5.32K
$518K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.97K- 99.95% |
$178K - $200K
|
1
$97.5
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.07K- 22.38% |
$187K - $210K
|
7.16K
$698K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.07K- 14.76% |
$188K - $210K
|
12K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.16K- 14.73% |
$196K - $220K
|
12.5K
$1.22M
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-2.62K- 3.59% |
$238K - $266K
|
70.4K
$6.86M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.7K- 8.47% |
$245K - $274K
|
29.2K
$2.84M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2.76K- 5.35% |
$250K - $280K
|
48.9K
$4.76M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-2.84K- 14.44% |
$258K - $289K
|
16.8K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-2.98K- 1.13% |
$270K - $302K
|
260K
$25.3M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.14K- 1.11% |
$284K - $318K
|
279K
$27.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3.2K- 20.71% |
$291K - $325K
|
12.3K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-3.39K- 20.61% |
$307K - $344K
|
13.1K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.59K- 47.01% |
$326K - $365K
|
4.05K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.64K- 39.66% |
$330K - $370K
|
5.54K
$540K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-3.67K- 26.31% |
$333K - $372K
|
10.3K
$1M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.83K- 1.1% |
$347K - $389K
|
343K
$33.4M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4.1K- 9.32% |
$372K - $417K
|
39.9K
$3.89M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.32K- 37.25% |
$392K - $438K
|
7.27K
$709K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.43K- 2.63% |
$402K - $450K
|
164K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.49K- 0.96% |
$407K - $456K
|
465K
$45.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4.55K- 11.08% |
$413K - $462K
|
36.5K
$3.56M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-4.82K- 2.44% |
$437K - $489K
|
192K
$18.7M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-4.88K- 1.16% |
$443K - $496K
|
416K
$40.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-5.23K- 1.93% |
$474K - $531K
|
266K
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.68K- 1.35% |
$515K - $577K
|
414K
$40.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-6.03K- 18.35% |
$547K - $613K
|
26.8K
$2.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-6.25K- 2.76% |
$567K - $635K
|
220K
$21.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6.32K- 56.35% |
$573K - $642K
|
4.9K
$477K
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-6.96K- 2.7% |
$631K - $707K
|
251K
$24.4M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.07K- 53.21% |
$642K - $718K
|
6.22K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.4K- 31.76% |
$671K - $752K
|
15.9K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-8.37K- 4.59% |
$759K - $850K
|
174K
$17M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-8.83K- 35.31% |
$800K - $896K
|
16.2K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.19K- 20.08% |
$834K - $934K
|
36.6K
$3.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-9.53K- 12.56% |
$864K - $968K
|
66.3K
$6.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-10.6K- 15.76% |
$959K - $1.07M
|
56.5K
$5.51M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.9K- 13.77% |
$1.26M - $1.41M
|
87.2K
$8.5M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-15.9K- 82.31% |
$1.44M - $1.61M
|
3.41K
$332K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-17.9K- 19.05% |
$1.62M - $1.82M
|
76.1K
$7.42M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.1K- 1.12% |
$1.64M - $1.84M
|
1.6M
$156M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-19.6K- 10.42% |
$1.77M - $1.99M
|
168K
$16.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.6K- 7.61% |
$1.87M - $2.09M
|
250K
$24.4M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-22K- 3.19% |
$1.99M - $2.23M
|
668K
$65.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22.5K- 2.91% |
$2.04M - $2.29M
|
750K
$73.1M
|