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 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20.2K+ 10.4% |
$1.72M - $2.04M
|
215K
$19.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
19.9K+ 39.02% |
$1.69M - $2M
|
71K
$6.34M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
19.9K+ 80.09% |
$1.69M - $2M
|
44.6K
$3.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
19.5K+ 10.33% |
$1.66M - $1.96M
|
208K
$18.6M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
19.2K+ 7.03% |
$1.63M - $1.93M
|
292K
$26.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
19K+ 92.97% |
$1.62M - $1.92M
|
39.5K
$3.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
18.9K+ 9.22% |
$1.6M - $1.9M
|
224K
$20M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
18.9K+ 0.7% |
$1.6M - $1.9M
|
2.71M
$243M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
18.6K+ 31.96% |
$1.58M - $1.88M
|
77K
$6.88M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
18.6K+ 105.79% |
$1.58M - $1.87M
|
36.2K
$3.23M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
18.5K+ 1.77% |
$1.57M - $1.87M
|
1.07M
$95.2M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18.2K+ 20.86% |
$1.54M - $1.83M
|
105K
$9.41M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
17.9K+ 7.6% |
$1.52M - $1.8M
|
253K
$22.6M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
17.8K+ 10.45% |
$1.51M - $1.79M
|
188K
$16.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
17.7K+ 12.25% |
$1.5M - $1.78M
|
162K
$14.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
17.4K+ 17.43% |
$1.48M - $1.75M
|
117K
$10.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
17.4K+ 31.4% |
$1.47M - $1.75M
|
72.6K
$6.49M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.3K+ 149.14% |
$1.47M - $1.74M
|
28.9K
$2.58M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
16.8K+ 76.89% |
$1.43M - $1.69M
|
38.6K
$3.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
16.7K+ 75.79% |
$1.42M - $1.68M
|
38.7K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.7K+ 19.26% |
$1.42M - $1.68M
|
103K
$9.23M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
16.6K+ 53.72% |
$1.41M - $1.67M
|
47.6K
$4.25M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
16.5K+ 7.32% |
$1.4M - $1.66M
|
242K
$21.6M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16.3KNew |
$1.38M - $1.64M
|
16.3K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15.8K+ 12.56% |
$1.34M - $1.59M
|
142K
$12.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
15.7K+ 10.22% |
$1.33M - $1.58M
|
169K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
BUY
|
- |
15.2K+ 50.48% |
$1.29M - $1.53M
|
45.4K
$4.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
15.2K+ 38.39% |
$1.29M - $1.53M
|
54.7K
$4.89M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.1K+ 5.96% |
$1.28M - $1.52M
|
269K
$24M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
15.1K+ 5.93% |
$1.28M - $1.52M
|
270K
$24.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
15.1K+ 10.55% |
$1.28M - $1.52M
|
158K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14.5K+ 16.67% |
$1.23M - $1.46M
|
102K
$9.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
14.3KNew |
$1.21M - $1.44M
|
14.3K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
14.2K+ 6.34% |
$1.21M - $1.43M
|
239K
$21.3M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
14.1K+ 17.08% |
$1.2M - $1.42M
|
96.9K
$8.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
13.8K+ 17.97% |
$1.18M - $1.39M
|
90.9K
$8.12M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
13.8K+ 9.22% |
$1.17M - $1.39M
|
164K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
13.6K+ 400.0% |
$1.16M - $1.37M
|
17K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
13.4K+ 27.25% |
$1.14M - $1.35M
|
62.5K
$5.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
13.4K+ 137.82% |
$1.14M - $1.35M
|
23.1K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
12.9K+ 11.41% |
$1.1M - $1.3M
|
126K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12.9K+ 28.93% |
$1.09M - $1.3M
|
57.4K
$5.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
12.7KNew |
$1.08M - $1.28M
|
12.7K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
12.6K+ 1.81% |
$1.07M - $1.27M
|
706K
$63.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
12.4K+ 9.77% |
$1.06M - $1.25M
|
140K
$12.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
12.2K+ 141.74% |
$1.04M - $1.23M
|
20.8K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
12.2K+ 7.14% |
$1.03M - $1.23M
|
183K
$16.3M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.1K+ 4.81% |
$1.03M - $1.22M
|
264K
$23.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
12K+ 38.03% |
$1.02M - $1.21M
|
43.5K
$3.89M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12K+ 15.27% |
$1.02M - $1.2M
|
90.4K
$8.08M
|