Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) 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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.25M+ 40.66% |
$276M - $327M
|
11.2M
$1B
|
|
|
May 12, 2025
Q1 2025
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
1.01MNew |
$85.9M - $102M
|
1.01M
$90.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
799K+ 1118.45% |
$67.9M - $80.4M
|
870K
$77.8M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
752KNew |
$63.9M - $75.6M
|
752K
$67.2M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
440K+ 322.71% |
$37.4M - $44.3M
|
576K
$51.5M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
390K+ 27.73% |
$33.1M - $39.2M
|
1.8M
$161M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
377K+ 24.6% |
$32.1M - $38M
|
1.91M
$171M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
369K+ 18.25% |
$31.3M - $37.1M
|
2.39M
$213M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
327K+ 28.27% |
$27.7M - $32.9M
|
1.48M
$132M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
327K+ 30.74% |
$27.7M - $32.9M
|
1.39M
$124M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
301K+ 42.02% |
$25.5M - $30.2M
|
1.02M
$90.8M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
277K+ 28.97% |
$23.5M - $27.9M
|
1.23M
$110M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
258K+ 11.29% |
$21.9M - $25.9M
|
2.54M
$227M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
242K+ 5.85% |
$20.6M - $24.4M
|
4.39M
$392M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
225K+ 460.18% |
$19.1M - $22.7M
|
274K
$24.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
213K+ 11.72% |
$18.1M - $21.4M
|
2.03M
$181M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
209K+ 2320511.0% |
$17.7M - $21M
|
209K
$18.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
208K+ 148.56% |
$17.6M - $20.9M
|
348K
$31.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
199K+ 19.16% |
$16.9M - $20M
|
1.24M
$111M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
167K+ 243.26% |
$14.2M - $16.8M
|
236K
$21.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
154KNew |
$13.1M - $15.5M
|
154K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
136K+ 13.97% |
$11.6M - $13.7M
|
1.11M
$99.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
113KNew |
$9.61M - $11.4M
|
113K
$10.1M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
112KNew |
$9.54M - $11.3M
|
112K
$10M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
112KNew |
$9.5M - $11.3M
|
112K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
109KNew |
$9.25M - $11M
|
109K
$9.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
106KNew |
$9.02M - $10.7M
|
106K
$9.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
102K+ 65.27% |
$8.67M - $10.3M
|
259K
$23.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
102KNew |
$8.66M - $10.3M
|
102K
$9.11M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
94.2K+ 11.2% |
$8M - $9.47M
|
935K
$83.6M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
89.8KNew |
$7.62M - $9.03M
|
89.8K
$8.02M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
86.1KNew |
$7.31M - $8.66M
|
86.1K
$7.69M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
82.4KNew |
$7M - $8.29M
|
82.4K
$7.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
81.8K+ 44.51% |
$6.95M - $8.23M
|
266K
$23.7M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
81.5KNew |
$6.93M - $8.2M
|
81.5K
$7.29M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
79K+ 41.63% |
$6.71M - $7.95M
|
269K
$24M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
75.6K+ 51.14% |
$6.42M - $7.61M
|
224K
$20M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
73.1K+ 54.63% |
$6.21M - $7.36M
|
207K
$18.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72.8K+ 7.64% |
$6.19M - $7.33M
|
1.03M
$91.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
70.8K+ 105.97% |
$6.01M - $7.12M
|
138K
$12.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
69.1K+ 80.17% |
$5.87M - $6.96M
|
155K
$13.9M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
67.6K+ 29.36% |
$5.75M - $6.81M
|
298K
$26.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
64.2K+ 35.18% |
$5.45M - $6.46M
|
247K
$22M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
63.4K+ 11.73% |
$5.39M - $6.38M
|
604K
$54M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
62.6K+ 29.42% |
$5.32M - $6.3M
|
275K
$24.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
62.4K+ 7.78% |
$5.3M - $6.28M
|
865K
$77.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
61K+ 21.37% |
$5.18M - $6.14M
|
346K
$31M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
61K+ 913.05% |
$5.18M - $6.14M
|
67.7K
$6.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
56.7K+ 9.34% |
$4.82M - $5.71M
|
664K
$59.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
55.2K+ 70.49% |
$4.69M - $5.55M
|
133K
$11.9M
|