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
|
Allworth Financial LP
|
SELL
|
- |
-23.5K- 11.61% |
$2.13M - $2.39M
|
179K
$17.4M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-29.4K- 56.88% |
$2.67M - $2.99M
|
22.3K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31.1K- 13.59% |
$2.82M - $3.16M
|
198K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-36.2K- 11.92% |
$3.28M - $3.67M
|
267K
$26M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-47.3K- 47.44% |
$4.29M - $4.8M
|
52.4K
$5.11M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-47.8K- 99.94% |
$4.33M - $4.85M
|
29
$2.83K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-63.1K- 5.07% |
$5.72M - $6.41M
|
1.18M
$115M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-64.9K- 10.01% |
$5.89M - $6.6M
|
584K
$56.9M
|
|
|
May 14, 2025
Q1 2025
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-65.1K- 17.52% |
$5.9M - $6.61M
|
306K
$29.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-78.7K- 12.9% |
$7.14M - $8M
|
532K
$51.8M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-84K- 6.77% |
$7.62M - $8.53M
|
1.16M
$113M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-89.9K- 5.2% |
$8.15M - $9.13M
|
1.64M
$160M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-91.3K- 92.49% |
$8.28M - $9.27M
|
7.41K
$722K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-120K- 73.16% |
$10.9M - $12.2M
|
44.1K
$4.3M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-145K- 13.96% |
$13.1M - $14.7M
|
892K
$87M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-177K- 39.88% |
$16M - $18M
|
267K
$26M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-183K- 44.07% |
$16.6M - $18.6M
|
233K
$22.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-417K- 30.88% |
$37.9M - $42.4M
|
934K
$91.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.24M- 34.92% |
$113M - $126M
|
2.32M
$226M
|