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 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-164- 1.39% |
$13.9K - $16.5K
|
11.6K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-168- 0.57% |
$14.3K - $16.9K
|
29.2K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-189- 0.13% |
$16.1K - $19K
|
148K
$13.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-191- 7.28% |
$16.2K - $19.2K
|
2.43K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-196- 53.12% |
$16.7K - $19.7K
|
173
$15.5K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-206- 21.75% |
$17.5K - $20.7K
|
741
$66.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-212- 2.24% |
$18K - $21.3K
|
9.24K
$826K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-218- 5.02% |
$18.5K - $21.9K
|
4.12K
$368K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-233- 1.31% |
$19.8K - $23.4K
|
17.5K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-234- 1.9% |
$19.9K - $23.5K
|
12.1K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-255- 8.29% |
$21.7K - $25.7K
|
2.82K
$252K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-269- 0.67% |
$22.9K - $27.1K
|
39.8K
$3.55M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-285- 9.11% |
$24.2K - $28.7K
|
2.84K
$254K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-320- 5.2% |
$27.2K - $32.2K
|
5.84K
$522K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-320- 0.45% |
$27.2K - $32.2K
|
70K
$6.26M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-321- 7.88% |
$27.3K - $32.3K
|
3.75K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-322- 4.69% |
$27.4K - $32.4K
|
6.54K
$584K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-331- 1.11% |
$28.1K - $33.3K
|
29.5K
$2.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-333- 7.97% |
$28.3K - $33.5K
|
3.85K
$344K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-352- 7.75% |
$29.9K - $35.4K
|
4.19K
$374K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-355- 50.0% |
$30.2K - $35.7K
|
355
$31.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-369- 11.54% |
$31.3K - $37.1K
|
2.83K
$253K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-384- 1.01% |
$32.6K - $38.6K
|
37.5K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-384- 0.57% |
$32.6K - $38.6K
|
66.9K
$5.98M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-386- 61.17% |
$32.8K - $38.8K
|
245
$21.9K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-387- 1.12% |
$32.9K - $38.9K
|
34.1K
$3.05M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-395- 1.3% |
$33.6K - $39.7K
|
30.1K
$2.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-404- 1.61% |
$34.3K - $40.7K
|
24.7K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-419- 5.4% |
$35.6K - $42.2K
|
7.34K
$656K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-479- 1.8% |
$40.7K - $48.2K
|
26.1K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-523- 1.81% |
$44.4K - $52.6K
|
28.4K
$2.54M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-528- 29.33% |
$44.9K - $53.1K
|
1.27K
$114K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-540- 0.25% |
$45.9K - $54.3K
|
213K
$19M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-565- 14.6% |
$48K - $56.9K
|
3.31K
$295K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-587- 19.4% |
$49.9K - $59.1K
|
2.44K
$218K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-592- 83.97% |
$50.3K - $59.6K
|
113
$10.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-620- 10.14% |
$52.7K - $62.4K
|
5.5K
$491K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-625- 75.85% |
$53.1K - $62.9K
|
199
$17.8K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-637- 7.13% |
$54.1K - $64.1K
|
8.3K
$742K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-684- 14.02% |
$58.1K - $68.8K
|
4.2K
$375K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-720- 9.41% |
$61.2K - $72.4K
|
6.93K
$619K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-750- 99.6% |
$63.7K - $75.5K
|
3
$268
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-771- 5.93% |
$65.5K - $77.6K
|
12.2K
$1.09M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-787- 6.79% |
$66.9K - $79.2K
|
10.8K
$965K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-796- 8.68% |
$67.6K - $80.1K
|
8.37K
$748K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-810- 20.55% |
$68.8K - $81.5K
|
3.13K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-814- 22.52% |
$69.1K - $81.9K
|
2.8K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-846- 59.79% |
$71.9K - $85.1K
|
569
$50.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-863- 1.66% |
$73.3K - $86.8K
|
51.2K
$4.58M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-870- 18.02% |
$73.9K - $87.5K
|
3.96K
$354K
|