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 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
53.2KNew |
$4.52M - $5.35M
|
53.2K
$4.75M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
53.1K+ 28.45% |
$4.51M - $5.34M
|
240K
$21.4M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
51.8K+ 47.41% |
$4.4M - $5.22M
|
161K
$14.4M
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
BUY
|
- |
48.2KNew |
$4.1M - $4.85M
|
48.2K
$4.31M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
46.7K+ 6.74% |
$3.97M - $4.7M
|
740K
$66.1M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
43.9K+ 8.02% |
$3.73M - $4.42M
|
591K
$52.9M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
43.5KNew |
$3.69M - $4.37M
|
43.5K
$3.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
40.1K+ 195.74% |
$3.4M - $4.03M
|
60.6K
$5.41M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
38.5K+ 27.4% |
$3.27M - $3.88M
|
179K
$16M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
37.4K+ 200.87% |
$3.18M - $3.76M
|
56K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
37.3K+ 27.82% |
$3.17M - $3.75M
|
171K
$15.3M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
36.4K+ 23.59% |
$3.09M - $3.66M
|
191K
$17M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
36.4K+ 32.54% |
$3.09M - $3.66M
|
148K
$13.2M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
35.4KNew |
$3M - $3.56M
|
35.4K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.7K+ 26.09% |
$2.95M - $3.49M
|
168K
$15M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
34.2KNew |
$2.9M - $3.44M
|
34.2K
$3.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
32.8K+ 6.26% |
$2.79M - $3.3M
|
557K
$49.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
32.4K+ 23.71% |
$2.75M - $3.26M
|
169K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
31.7K+ 100.28% |
$2.69M - $3.19M
|
63.3K
$5.66M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31.5K+ 224.36% |
$2.67M - $3.17M
|
45.5K
$4.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31.4K+ 51.23% |
$2.67M - $3.16M
|
92.6K
$8.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
30.3K+ 7.71% |
$2.58M - $3.05M
|
424K
$37.9M
|
|
|
May 06, 2025
Q1 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
30.1KNew |
$2.56M - $3.03M
|
30.1K
$2.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
28.2K+ 96.67% |
$2.39M - $2.84M
|
57.4K
$5.13M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
28.1K+ 2.85% |
$2.38M - $2.82M
|
1.01M
$90.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
28K+ 30.13% |
$2.38M - $2.82M
|
121K
$10.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
27.8K+ 16.77% |
$2.36M - $2.8M
|
194K
$17.3M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
27.6K+ 10.4% |
$2.35M - $2.78M
|
293K
$26.2M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
26.6K+ 34.19% |
$2.26M - $2.68M
|
104K
$9.33M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
25.7K+ 34.42% |
$2.18M - $2.59M
|
100K
$8.98M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
25.7K+ 52.64% |
$2.18M - $2.58M
|
74.4K
$6.65M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.4K+ 505.19% |
$2.08M - $2.46M
|
29.3K
$2.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
24.1K+ 43.84% |
$2.05M - $2.43M
|
79.1K
$7.07M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
23.3KNew |
$1.98M - $2.35M
|
23.3K
$2.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
23.3K+ 16.21% |
$1.98M - $2.35M
|
167K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
23.1K+ 12.5% |
$1.97M - $2.33M
|
208K
$18.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
23.1K+ 7.55% |
$1.96M - $2.32M
|
329K
$29.4M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
22.9K+ 88.79% |
$1.95M - $2.31M
|
48.7K
$4.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22.5K+ 4.0% |
$1.91M - $2.26M
|
584K
$52.2M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22K+ 53.76% |
$1.87M - $2.21M
|
62.8K
$5.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
21.9K+ 22.91% |
$1.86M - $2.2M
|
118K
$10.5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
21.8K+ 5.91% |
$1.86M - $2.2M
|
391K
$35M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
21.8K+ 8.02% |
$1.85M - $2.19M
|
293K
$26.2M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
21.7KNew |
$1.84M - $2.18M
|
21.7K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21.6KNew |
$1.83M - $2.17M
|
21.6K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.3K+ 147.95% |
$1.81M - $2.14M
|
35.7K
$3.19M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20.9K+ 6.93% |
$1.77M - $2.1M
|
322K
$28.8M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
20.7K+ 18.7% |
$1.76M - $2.08M
|
131K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
20.5KNew |
$1.74M - $2.06M
|
20.5K
$1.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
20.2K+ 32.8% |
$1.72M - $2.04M
|
81.9K
$7.32M
|