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 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-3.51K- 1.25% |
$298K - $353K
|
277K
$24.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.52K- 19.9% |
$299K - $354K
|
14.2K
$1.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-3.65K- 1.98% |
$310K - $367K
|
181K
$16.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.75K- 90.36% |
$319K - $377K
|
400
$35.7K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.76K- 9.96% |
$320K - $379K
|
34K
$3.04M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.85K- 2.29% |
$327K - $387K
|
164K
$14.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.86K- 12.58% |
$328K - $388K
|
26.8K
$2.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-3.9K- 18.85% |
$331K - $392K
|
16.8K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.05K- 10.18% |
$344K - $407K
|
35.7K
$3.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-4.05K- 4.77% |
$344K - $408K
|
80.9K
$7.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-4.48K- 0.85% |
$380K - $450K
|
520K
$46.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.61K- 12.79% |
$392K - $464K
|
31.5K
$2.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.64K- 17.51% |
$394K - $467K
|
21.9K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-4.7K- 27.03% |
$399K - $473K
|
12.7K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-4.74K- 14.58% |
$403K - $477K
|
27.8K
$2.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.81K- 23.55% |
$408K - $483K
|
15.6K
$1.39M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.85K- 56.81% |
$412K - $488K
|
3.69K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.88K- 7.0% |
$414K - $491K
|
64.8K
$5.8M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.16K- 4.74% |
$439K - $520K
|
104K
$9.27M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.43K- 2.39% |
$461K - $546K
|
222K
$19.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.48K- 26.77% |
$466K - $551K
|
15K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.76K- 47.27% |
$489K - $579K
|
6.42K
$574K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-5.82K- 18.31% |
$494K - $585K
|
25.9K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-5.98K- 9.29% |
$508K - $602K
|
58.4K
$5.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.99K- 10.95% |
$508K - $602K
|
48.6K
$4.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.13K- 4.38% |
$520K - $616K
|
134K
$11.9M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-6.25K- 4.19% |
$531K - $629K
|
143K
$12.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-6.27K- 23.74% |
$533K - $631K
|
20.1K
$1.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-6.35K- 21.03% |
$540K - $639K
|
23.9K
$2.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.56K- 2.08% |
$557K - $660K
|
308K
$27.5M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.73KClosed |
$571K - $677K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-6.81K- 5.99% |
$579K - $686K
|
107K
$9.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-7.02K- 6.22% |
$596K - $706K
|
106K
$9.45M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.29K- 14.46% |
$619K - $733K
|
43.1K
$3.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.39K- 6.85% |
$628K - $744K
|
101K
$8.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.47K- 5.66% |
$635K - $752K
|
125K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-7.65K- 2.25% |
$650K - $769K
|
333K
$29.7M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.67K- 12.92% |
$651K - $772K
|
51.7K
$4.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8.13K- 4.43% |
$690K - $818K
|
175K
$15.7M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-8.33K- 24.05% |
$708K - $838K
|
26.3K
$2.35M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-8.5K- 3.96% |
$722K - $855K
|
206K
$18.4M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-8.67K- 45.5% |
$737K - $872K
|
10.4K
$928K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9.05K- 98.85% |
$769K - $910K
|
105
$9.38K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-9.06K- 6.73% |
$769K - $911K
|
125K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-9.63K- 2.08% |
$818K - $969K
|
453K
$40.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-9.77K- 68.06% |
$830K - $983K
|
4.59K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-10K- 14.3% |
$849K - $1.01M
|
59.9K
$5.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-10.3K- 40.04% |
$871K - $1.03M
|
15.4K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-10.3K- 6.21% |
$874K - $1.04M
|
155K
$13.9M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-10.4K- 8.71% |
$886K - $1.05M
|
109K
$9.77M
|