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 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-882- 22.24% |
$74.9K - $88.7K
|
3.08K
$276K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-894- 5.09% |
$75.9K - $90K
|
16.7K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-910- 18.49% |
$77.3K - $91.6K
|
4.01K
$358K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-959- 18.14% |
$81.5K - $96.5K
|
4.33K
$387K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-995- 4.46% |
$84.5K - $100K
|
21.3K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.14K- 24.62% |
$97.1K - $115K
|
3.5K
$313K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.16K- 3.7% |
$98.6K - $117K
|
30.2K
$2.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1.19K- 25.04% |
$101K - $119K
|
3.55K
$318K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.2K- 1.28% |
$102K - $121K
|
92.6K
$8.28M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-1.25K- 31.36% |
$106K - $126K
|
2.74K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.33K- 9.99% |
$113K - $134K
|
12K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.38K- 25.48% |
$117K - $139K
|
4.04K
$361K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.46K- 30.98% |
$124K - $147K
|
3.25K
$291K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.48K- 30.19% |
$126K - $149K
|
3.43K
$307K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-1.5K- 1.96% |
$127K - $151K
|
74.7K
$6.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.5K- 2.93% |
$127K - $151K
|
49.6K
$4.43M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.52K- 4.53% |
$129K - $152K
|
31.9K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.53K- 5.82% |
$130K - $154K
|
24.7K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-1.58K- 1.41% |
$134K - $159K
|
111K
$9.89M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-1.66K- 23.67% |
$141K - $167K
|
5.35K
$478K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.67K- 5.55% |
$142K - $168K
|
28.4K
$2.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.68K- 3.09% |
$142K - $169K
|
52.6K
$4.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.68K- 13.29% |
$143K - $169K
|
11K
$982K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.68K- 0.87% |
$143K - $169K
|
191K
$17.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.81K- 3.44% |
$154K - $183K
|
51K
$4.56M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-1.85K- 39.71% |
$157K - $186K
|
2.8K
$251K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.86K- 3.88% |
$158K - $187K
|
46K
$4.11M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.87K- 2.47% |
$159K - $188K
|
73.8K
$6.6M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.91K- 6.17% |
$162K - $192K
|
29K
$2.59M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-1.91K- 0.31% |
$162K - $192K
|
613K
$54.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-2.05K- 23.42% |
$174K - $206K
|
6.71K
$599K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-2.05K- 26.14% |
$174K - $206K
|
5.8K
$518K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.19K- 2.67% |
$186K - $220K
|
79.8K
$7.13M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-2.19K- 6.98% |
$186K - $220K
|
29.2K
$2.61M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.27K- 2.43% |
$193K - $228K
|
91.1K
$8.14M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.34K- 4.32% |
$198K - $235K
|
51.7K
$4.62M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.38K- 12.23% |
$203K - $240K
|
17.1K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.47K- 1.5% |
$210K - $248K
|
162K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.56K- 19.09% |
$218K - $258K
|
10.9K
$970K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.65K- 2.17% |
$225K - $267K
|
120K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-2.77K- 5.85% |
$235K - $278K
|
44.5K
$3.98M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2.96K- 4.1% |
$252K - $298K
|
69.2K
$6.19M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.97K- 2.72% |
$252K - $299K
|
106K
$9.49M
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.04K- 49.56% |
$258K - $305K
|
3.09K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.11K- 10.76% |
$264K - $313K
|
25.8K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.15K- 24.65% |
$268K - $317K
|
9.63K
$860K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3.21K- 48.94% |
$273K - $323K
|
3.35K
$299K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.26K- 10.68% |
$277K - $328K
|
27.3K
$2.44M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.32K- 53.64% |
$282K - $334K
|
2.87K
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.39K- 48.12% |
$288K - $341K
|
3.65K
$326K
|