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
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.09K+ 4.67% |
$262K - $310K
|
69.2K
$6.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
3K+ 1.66% |
$255K - $302K
|
183K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.96KNew |
$251K - $298K
|
2.96K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.93K+ 90.58% |
$249K - $295K
|
6.17K
$551K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.93K+ 3.62% |
$249K - $295K
|
83.9K
$7.5M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
2.92K+ 3.62% |
$248K - $293K
|
83.5K
$7.46M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.92KNew |
$248K - $293K
|
2.92K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.9KNew |
$247K - $292K
|
2.9K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
2.88K+ 3.58% |
$245K - $290K
|
83.3K
$7.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.88K+ 6.34% |
$244K - $289K
|
48.3K
$4.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
2.87K+ 3.89% |
$244K - $289K
|
76.7K
$6.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.83KNew |
$240K - $285K
|
2.83K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.82K+ 128.43% |
$239K - $284K
|
5.01K
$448K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.66K+ 1.43% |
$226K - $267K
|
188K
$16.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.61KNew |
$222K - $263K
|
2.61K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2.51K+ 1.56% |
$214K - $253K
|
163K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.51K+ 2.82% |
$213K - $252K
|
91.3K
$8.16M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.5KNew |
$212K - $252K
|
2.5K
$223K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.48KNew |
$211K - $249K
|
2.48K
$222K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
2.47K+ 2.46% |
$210K - $249K
|
103K
$9.21M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.4K+ 2.4% |
$204K - $242K
|
102K
$9.15M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.37K+ 64.58% |
$202K - $239K
|
6.05K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.33K+ 0.42% |
$198K - $234K
|
557K
$49.8M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.31K+ 4.11% |
$196K - $233K
|
58.5K
$5.23M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.29K+ 1.47% |
$194K - $230K
|
158K
$14.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
2.26K+ 5.08% |
$192K - $227K
|
46.8K
$4.18M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.26K+ 48.17% |
$192K - $227K
|
6.95K
$621K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
2.26K+ 2.41% |
$192K - $227K
|
96K
$8.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.23K+ 13.58% |
$189K - $224K
|
18.6K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.22K+ 8.06% |
$189K - $223K
|
29.8K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.21K+ 38.84% |
$188K - $223K
|
7.91K
$707K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.21K+ 3.58% |
$188K - $223K
|
64.1K
$5.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
2.21K+ 3.77% |
$188K - $222K
|
60.7K
$5.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.17K+ 15.43% |
$185K - $219K
|
16.2K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.15K+ 10.84% |
$182K - $216K
|
21.9K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.15K+ 2.92% |
$182K - $216K
|
75.7K
$6.76M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
2.14K+ 5.46% |
$182K - $216K
|
41.4K
$3.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
2.12K+ 23.27% |
$180K - $213K
|
11.2K
$1M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.02K+ 160.86% |
$172K - $203K
|
3.28K
$293K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.01K+ 2.57% |
$171K - $202K
|
80.1K
$7.16M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.98K+ 2.71% |
$169K - $200K
|
75.2K
$6.72M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.93K+ 65.65% |
$164K - $194K
|
4.87K
$435K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.92K+ 4.02% |
$163K - $194K
|
49.8K
$4.45M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.9K+ 60.4% |
$161K - $191K
|
5.04K
$450K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.89K+ 9.59% |
$161K - $191K
|
21.7K
$1.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
1.87K+ 5.45% |
$159K - $188K
|
36.1K
$3.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.86K+ 3.63% |
$158K - $187K
|
53K
$4.74M
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.85K+ 2.17% |
$157K - $186K
|
87.3K
$7.8M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.85K+ 3.49% |
$157K - $186K
|
54.7K
$4.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.83K+ 2.91% |
$155K - $184K
|
64.8K
$5.79M
|