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 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.2KNew |
$441K - $523K
|
5.2K
$464K
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
5.18K+ 7.93% |
$440K - $521K
|
70.5K
$6.3M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.18K+ 27.7% |
$440K - $521K
|
23.9K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.14K+ 78.36% |
$437K - $517K
|
11.7K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
5.14K+ 7.12% |
$436K - $517K
|
77.3K
$6.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.05KNew |
$429K - $508K
|
5.05K
$451K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.95K+ 7.36% |
$421K - $498K
|
72.3K
$6.46M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.93K+ 3.11% |
$419K - $496K
|
164K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.86K+ 239.55% |
$413K - $489K
|
6.89K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.82K+ 4.2% |
$410K - $485K
|
120K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.63K+ 13.5% |
$393K - $466K
|
38.9K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
4.62K+ 2.29% |
$392K - $465K
|
207K
$18.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
4.6K+ 1.72% |
$391K - $463K
|
272K
$24.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
4.59K+ 31.23% |
$390K - $462K
|
19.3K
$1.72M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.47K+ 11.52% |
$380K - $450K
|
43.3K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.46K+ 20.05% |
$379K - $448K
|
26.7K
$2.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
4.45K+ 32.02% |
$378K - $448K
|
18.4K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.43K+ 22.31% |
$376K - $446K
|
24.3K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
4.35KNew |
$369K - $438K
|
4.35K
$389K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.34K+ 8.3% |
$369K - $437K
|
56.6K
$5.06M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.32K+ 2.74% |
$367K - $435K
|
162K
$14.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.29K+ 3.44% |
$364K - $431K
|
129K
$11.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.26K+ 5.45% |
$362K - $428K
|
82.4K
$7.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
4.24K+ 1.25% |
$360K - $427K
|
344K
$30.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4.23K+ 3.73% |
$359K - $426K
|
118K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.22KNew |
$359K - $425K
|
4.22K
$377K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
4.16K+ 1.91% |
$353K - $419K
|
222K
$19.8M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
4.12K+ 4.84% |
$350K - $414K
|
89.2K
$7.98M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.09K+ 4.28% |
$348K - $412K
|
99.6K
$8.9M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.06KNew |
$345K - $408K
|
4.06K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.05K+ 5.08% |
$344K - $408K
|
83.8K
$7.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
4.04K+ 23.33% |
$343K - $407K
|
21.4K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4.02K+ 7.03% |
$342K - $405K
|
61.3K
$5.47M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.02K+ 72.31% |
$341K - $404K
|
9.58K
$856K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.01K+ 582.7% |
$341K - $403K
|
4.7K
$420K
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3.98K+ 7.88% |
$338K - $400K
|
54.5K
$4.87M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
3.79K+ 1.64% |
$322K - $381K
|
235K
$21M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.78K+ 3777.0% |
$321K - $380K
|
3.88K
$346K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.62K+ 141.11% |
$307K - $364K
|
6.18K
$552K
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.62KNew |
$307K - $364K
|
3.62K
$323K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.61KNew |
$307K - $363K
|
3.61K
$323K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.6K+ 18.23% |
$305K - $362K
|
23.3K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.53K+ 6.15% |
$300K - $355K
|
60.8K
$5.44M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.45K+ 39.64% |
$293K - $347K
|
12.1K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.31K+ 3.64% |
$281K - $333K
|
94.3K
$8.43M
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
3.25K+ 5.74% |
$276K - $327K
|
59.8K
$5.34M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.2KNew |
$272K - $322K
|
3.2K
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.19K+ 22.66% |
$271K - $321K
|
17.3K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
3.11K+ 12.08% |
$264K - $313K
|
28.8K
$2.58M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.09K+ 13.69% |
$262K - $311K
|
25.6K
$2.29M
|