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 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-10.6K- 52.79% |
$899K - $1.06M
|
9.47K
$846K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.3K- 24.33% |
$957K - $1.13M
|
35K
$3.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-11.4K- 7.44% |
$968K - $1.15M
|
142K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-12.2K- 81.05% |
$1.04M - $1.23M
|
2.86K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-13.7K- 11.07% |
$1.17M - $1.38M
|
110K
$9.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-13.7K- 15.84% |
$1.17M - $1.38M
|
72.9K
$6.51M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-14K- 6.47% |
$1.19M - $1.41M
|
202K
$18M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-16.2K- 10.58% |
$1.38M - $1.63M
|
137K
$12.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-16.5K- 21.05% |
$1.4M - $1.66M
|
61.8K
$5.53M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.7K- 33.94% |
$1.42M - $1.68M
|
32.5K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-18.4K- 24.3% |
$1.57M - $1.85M
|
57.4K
$5.13M
|
|
|
May 14, 2025
Q1 2025
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-19.6K- 11.05% |
$1.67M - $1.97M
|
158K
$14.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-20.7K- 9.34% |
$1.76M - $2.09M
|
201K
$18M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-24.9K- 8.61% |
$2.12M - $2.51M
|
265K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-26.8K- 5.85% |
$2.27M - $2.69M
|
430K
$38.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.8K- 26.23% |
$2.27M - $2.69M
|
75.3K
$6.73M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-27.7K- 98.8% |
$2.36M - $2.79M
|
336
$30K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-29.5K- 49.59% |
$2.51M - $2.97M
|
30K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-30.4K- 20.51% |
$2.58M - $3.06M
|
118K
$10.5M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-32K- 32.39% |
$2.72M - $3.22M
|
66.8K
$5.97M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-33.6K- 32.7% |
$2.85M - $3.38M
|
69.1K
$6.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-34.3K- 8.15% |
$2.91M - $3.45M
|
387K
$34.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-37.5K- 2.72% |
$3.18M - $3.77M
|
1.34M
$120M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-38.9K- 62.08% |
$3.31M - $3.92M
|
23.8K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-39.5K- 58.84% |
$3.36M - $3.98M
|
27.7K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-39.9K- 91.45% |
$3.39M - $4.02M
|
3.73K
$334K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-42.8K- 4.97% |
$3.63M - $4.3M
|
818K
$73.1M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-48.5K- 65.17% |
$4.12M - $4.88M
|
25.9K
$2.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-49K- 77.43% |
$4.16M - $4.93M
|
14.3K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-55.7K- 84.43% |
$4.73M - $5.6M
|
10.3K
$918K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-59.1K- 26.38% |
$5.02M - $5.94M
|
165K
$14.7M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-60.6K- 26.88% |
$5.15M - $6.1M
|
165K
$14.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-66.1K- 49.84% |
$5.62M - $6.65M
|
66.5K
$5.94M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-66.5K- 9.71% |
$5.65M - $6.69M
|
618K
$55.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-67.4K- 28.71% |
$5.72M - $6.78M
|
167K
$15M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-80.6K- 92.64% |
$6.85M - $8.11M
|
6.41K
$573K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-93.4K- 96.42% |
$7.94M - $9.4M
|
3.47K
$310K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-107K- 73.79% |
$9.1M - $10.8M
|
38.1K
$3.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-107K- 31.6% |
$9.13M - $10.8M
|
233K
$20.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-119K- 9.83% |
$10.1M - $12M
|
1.09M
$97.4M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-221K- 85.19% |
$18.8M - $22.3M
|
38.5K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-241K- 6.97% |
$20.5M - $24.3M
|
3.22M
$288M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-388K- 56.9% |
$33M - $39.1M
|
294K
$26.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-476K- 90.23% |
$40.5M - $47.9M
|
51.6K
$4.61M
|