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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
509+ 3.04% |
$43.2K - $51.2K
|
17.2K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
498+ 8.01% |
$42.3K - $50.1K
|
6.72K
$600K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
490+ 2.12% |
$41.6K - $49.3K
|
23.6K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
487+ 4.11% |
$41.4K - $49K
|
12.3K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
475+ 3.49% |
$40.4K - $47.8K
|
14.1K
$1.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
450+ 10.39% |
$38.2K - $45.3K
|
4.78K
$427K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
BUY
|
- |
421+ 3.66% |
$35.8K - $42.4K
|
11.9K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
407+ 8.2% |
$34.6K - $41K
|
5.37K
$480K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
399+ 2.05% |
$33.9K - $40.1K
|
19.9K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
386+ 2.44% |
$32.8K - $38.8K
|
16.2K
$1.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
372+ 1.35% |
$31.6K - $37.4K
|
27.8K
$2.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
343+ 0.15% |
$29.1K - $34.5K
|
229K
$20.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
339+ 3.49% |
$28.8K - $34.1K
|
10.1K
$899K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
324New |
$27.5K - $32.6K
|
324
$29K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
308New |
$26.2K - $31K
|
308
$27.5K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
305+ 0.14% |
$25.9K - $30.7K
|
213K
$19M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
297+ 0.67% |
$25.2K - $29.9K
|
44.8K
$4M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
267+ 7.92% |
$22.7K - $26.9K
|
3.64K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
263+ 8.6% |
$22.3K - $26.5K
|
3.32K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
247+ 4.88% |
$21K - $24.9K
|
5.31K
$475K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
243+ 108.0% |
$20.6K - $24.5K
|
468
$41.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
240+ 49.08% |
$20.4K - $24.1K
|
729
$65.2K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
212+ 3.1% |
$18K - $21.3K
|
7.06K
$631K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
211+ 13.85% |
$17.9K - $21.2K
|
1.73K
$155K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
206New |
$17.5K - $20.7K
|
206
$18.4K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
205+ 102.5% |
$17.4K - $20.6K
|
405
$36.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
196+ 2.41% |
$16.7K - $19.7K
|
8.32K
$744K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
193+ 1.27% |
$16.4K - $19.4K
|
15.4K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
178+ 5.81% |
$15.1K - $17.9K
|
3.24K
$290K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
174+ 66.16% |
$14.8K - $17.5K
|
437
$39.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
163+ 2.2% |
$13.8K - $16.4K
|
7.56K
$675K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
161+ 0.34% |
$13.7K - $16.2K
|
47.4K
$4.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
134+ 2.11% |
$11.4K - $13.5K
|
6.49K
$580K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
130New |
$11K - $13.1K
|
130
$11.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
119New |
$10.1K - $12K
|
119
$10.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
116+ 2.22% |
$9.85K - $11.7K
|
5.33K
$477K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
114+ 0.33% |
$9.68K - $11.5K
|
34.8K
$3.11M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
97+ 970.0% |
$8.24K - $9.76K
|
107
$9.56K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
97+ 0.55% |
$8.24K - $9.76K
|
17.7K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
95+ 14.39% |
$8.07K - $9.56K
|
755
$67.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
91New |
$7.73K - $9.16K
|
91
$8.13K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
82+ 0.06% |
$6.97K - $8.25K
|
145K
$12.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
70+ 3.05% |
$5.95K - $7.04K
|
2.36K
$211K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
63New |
$5.35K - $6.34K
|
63
$5.63K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
63+ 0.35% |
$5.35K - $6.34K
|
17.9K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
59+ 19.67% |
$5.01K - $5.94K
|
359
$32.1K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
58+ 0.46% |
$4.93K - $5.84K
|
12.6K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
55+ 0.37% |
$4.67K - $5.53K
|
14.9K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
51+ 1.42% |
$4.33K - $5.13K
|
3.65K
$326K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
49+ 0.35% |
$4.16K - $4.93K
|
14K
$1.25M
|