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 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
8.04K+ 4.88% |
$683K - $808K
|
173K
$15.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
8.02K+ 5.89% |
$681K - $807K
|
144K
$12.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
7.98K+ 8.54% |
$678K - $803K
|
101K
$9.07M
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
7.95K+ 30.36% |
$675K - $800K
|
34.1K
$3.05M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.95K+ 34.49% |
$675K - $800K
|
31K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.91K+ 0.93% |
$672K - $796K
|
860K
$76.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.82K+ 16.32% |
$664K - $786K
|
55.7K
$4.98M
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.76K+ 9.43% |
$659K - $781K
|
90.1K
$8.05M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
7.67K+ 5.41% |
$651K - $772K
|
149K
$13.3M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.54K+ 12.85% |
$641K - $759K
|
66.2K
$5.92M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.48K+ 50.29% |
$635K - $753K
|
22.4K
$2M
|
|
|
Apr 10, 2025
Q1 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
7.44K+ 2.53% |
$632K - $748K
|
302K
$27M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
7.35K+ 11.63% |
$624K - $739K
|
70.5K
$6.3M
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
7.35K+ 11.25% |
$624K - $739K
|
72.7K
$6.49M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
7.23KNew |
$614K - $728K
|
7.23K
$646K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.21K+ 37.93% |
$613K - $726K
|
26.2K
$2.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7.17KNew |
$609K - $721K
|
7.17K
$641K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.17K+ 12.16% |
$609K - $721K
|
66.1K
$5.91M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.08KNew |
$602K - $713K
|
7.08K
$633K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.05K+ 48.87% |
$599K - $710K
|
21.5K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
7.04K+ 8.58% |
$598K - $709K
|
89.1K
$7.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
6.87K+ 11.91% |
$583K - $691K
|
64.5K
$5.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.82K+ 6.31% |
$580K - $686K
|
115K
$10.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
6.82K+ 6.67% |
$579K - $686K
|
109K
$9.74M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.7K+ 20.86% |
$569K - $674K
|
38.8K
$3.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.64K+ 4.17% |
$564K - $668K
|
166K
$14.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.63KNew |
$563K - $667K
|
6.63K
$592K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.39K+ 145.29% |
$543K - $643K
|
10.8K
$964K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.34K+ 7.28% |
$538K - $638K
|
93.3K
$8.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.32K+ 15.09% |
$537K - $636K
|
48.2K
$4.31M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.3KNew |
$535K - $633K
|
6.3K
$563K
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
6.21K+ 45.45% |
$527K - $624K
|
19.9K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6.12K+ 2.99% |
$520K - $616K
|
211K
$18.9M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
6.06KNew |
$515K - $610K
|
6.06K
$542K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
5.98K+ 3.13% |
$508K - $601K
|
197K
$17.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
5.98KNew |
$508K - $601K
|
5.98K
$534K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.85K+ 5.3% |
$497K - $589K
|
116K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.83KNew |
$495K - $586K
|
5.83K
$521K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.8K+ 7.22% |
$492K - $583K
|
86.1K
$7.69M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.74KNew |
$488K - $577K
|
5.74K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.69KNew |
$483K - $572K
|
5.69K
$508K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
5.64K+ 13.79% |
$479K - $568K
|
46.5K
$4.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.62K+ 38.83% |
$477K - $565K
|
20.1K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.59K+ 13.74% |
$475K - $562K
|
46.3K
$4.14M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
5.43K+ 77.15% |
$461K - $547K
|
12.5K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.41K+ 11.53% |
$460K - $545K
|
52.4K
$4.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
5.4K+ 6.09% |
$459K - $544K
|
94.2K
$8.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.33KNew |
$453K - $536K
|
5.33K
$476K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
5.3K+ 23.45% |
$450K - $533K
|
27.9K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.2K+ 44.51% |
$442K - $524K
|
16.9K
$1.51M
|