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 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
47+ 0.27% |
$3.99K - $4.73K
|
17.4K
$1.56M
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
43+ 1.5% |
$3.65K - $4.33K
|
2.9K
$259K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
43+ 4300.0% |
$3.65K - $4.33K
|
44
$3.93K
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
40+ 0.83% |
$3.4K - $4.02K
|
4.87K
$435K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
40New |
$3.4K - $4.02K
|
40
$3.57K
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
34+ 0.3% |
$2.89K - $3.42K
|
11.4K
$1.02M
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
28+ 1.34% |
$2.38K - $2.82K
|
2.11K
$189K
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
26+ 0.38% |
$2.21K - $2.62K
|
6.89K
$616K
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
24+ 0.29% |
$2.04K - $2.41K
|
8.21K
$734K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
23+ 0.31% |
$1.95K - $2.31K
|
7.43K
$664K
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.37% |
$1.87K - $2.21K
|
5.92K
$529K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
18+ 0.37% |
$1.53K - $1.81K
|
4.84K
$433K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
16New |
$1.36K - $1.61K
|
16
$1.43K
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
14+ 0.37% |
$1.19K - $1.41K
|
3.78K
$338K
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
12+ 0.33% |
$1.02K - $1.21K
|
3.64K
$325K
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
10+ 0.23% |
$850 - $1.01K
|
4.38K
$392K
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$765 - $906
|
9
$804
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
6New |
$510 - $604
|
6
$536
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.22% |
$340 - $402
|
1.83K
$163K
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.33% |
$85 - $101
|
301
$26.9K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.48% |
$85 - $101
|
210
$18.8K
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3- 75.0% |
$255 - $302
|
1
$89.4
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3- 42.86% |
$255 - $302
|
4
$357
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-7- 0.12% |
$595 - $704
|
6.04K
$540K
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-9- 2.92% |
$765 - $906
|
299
$26.7K
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-13- 0.3% |
$1.1K - $1.31K
|
4.37K
$390K
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-15- 0.39% |
$1.27K - $1.51K
|
3.85K
$344K
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-17- 0.25% |
$1.44K - $1.71K
|
6.74K
$602K
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-25- 8.74% |
$2.12K - $2.52K
|
261
$23.3K
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-26- 0.2% |
$2.21K - $2.62K
|
13.2K
$1.18M
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-31- 0.51% |
$2.63K - $3.12K
|
6.06K
$541K
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-32- 0.24% |
$2.72K - $3.22K
|
13.3K
$1.19M
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-38- 8.64% |
$3.23K - $3.82K
|
402
$35.9K
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-41- 0.17% |
$3.48K - $4.13K
|
24.1K
$2.15M
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-48- 1.61% |
$4.08K - $4.83K
|
2.94K
$263K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-65- 2.63% |
$5.52K - $6.54K
|
2.41K
$215K
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-71- 0.43% |
$6.03K - $7.14K
|
16.6K
$1.49M
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-85- 0.38% |
$7.22K - $8.55K
|
22.2K
$1.98M
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-100- 0.52% |
$8.5K - $10.1K
|
19.1K
$1.71M
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-102- 0.77% |
$8.66K - $10.3K
|
13.2K
$1.18M
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-111- 1.8% |
$9.43K - $11.2K
|
6.06K
$541K
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-114- 0.21% |
$9.68K - $11.5K
|
55.2K
$4.93M
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-118- 0.44% |
$10K - $11.9K
|
26.4K
$2.36M
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-125- 0.27% |
$10.6K - $12.6K
|
45.9K
$4.11M
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-130- 1.36% |
$11K - $13.1K
|
9.4K
$840K
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-138- 0.84% |
$11.7K - $13.9K
|
16.3K
$1.45M
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-146- 0.48% |
$12.4K - $14.7K
|
30.6K
$2.73M
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-153- 0.6% |
$13K - $15.4K
|
25.2K
$2.25M
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-160- 1.21% |
$13.6K - $16.1K
|
13.1K
$1.17M
|