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 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.81K+ 10.83% |
$154K - $183K
|
18.6K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.77KNew |
$150K - $178K
|
1.77K
$158K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.74K+ 7.99% |
$148K - $175K
|
23.5K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.7K+ 12.62% |
$145K - $171K
|
15.2K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.7K+ 2.52% |
$144K - $171K
|
68.9K
$6.16M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
1.66K+ 2.78% |
$141K - $167K
|
61.2K
$5.47M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
1.65K+ 60.28% |
$140K - $166K
|
4.37K
$391K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.64K+ 3.77% |
$140K - $165K
|
45.2K
$4.04M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.63K+ 95.53% |
$138K - $164K
|
3.33K
$297K
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
1.6K+ 5.81% |
$136K - $161K
|
29.1K
$2.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.58K+ 5.01% |
$134K - $158K
|
33K
$2.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.57K+ 4.16% |
$133K - $158K
|
39.3K
$3.51M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
1.55K+ 3.72% |
$132K - $156K
|
43.2K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.53K+ 3.27% |
$130K - $154K
|
48.1K
$4.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.52K+ 2.36% |
$129K - $153K
|
66.1K
$5.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.52K+ 23.12% |
$129K - $153K
|
8.08K
$722K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.51K+ 2.2% |
$128K - $152K
|
70K
$6.26M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 1.42% |
$128K - $151K
|
107K
$9.56M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.5K+ 2.39% |
$127K - $151K
|
64.4K
$5.75M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.5K+ 11.98% |
$127K - $151K
|
14K
$1.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.48K+ 1.54% |
$125K - $149K
|
97.1K
$8.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.47K+ 27.26% |
$124K - $147K
|
6.84K
$611K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
1.44K+ 1.16% |
$122K - $145K
|
125K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.42K+ 7.81% |
$121K - $143K
|
19.6K
$1.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.41K+ 16.95% |
$120K - $142K
|
9.74K
$870K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.39KNew |
$118K - $140K
|
1.39K
$124K
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
1.35K+ 26.44% |
$115K - $136K
|
6.46K
$577K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.35K+ 1.44% |
$115K - $136K
|
94.7K
$8.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.33K+ 3.43% |
$113K - $134K
|
40.1K
$3.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.32K+ 2.71% |
$112K - $133K
|
50.2K
$4.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.32K+ 7.01% |
$112K - $133K
|
20.1K
$1.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.29K+ 0.98% |
$110K - $130K
|
132K
$11.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.28K+ 2.18% |
$108K - $128K
|
59.9K
$5.36M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.26K+ 1.33% |
$107K - $127K
|
96K
$8.58M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.26K+ 12.35% |
$107K - $126K
|
11.4K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1.25K+ 2.35% |
$106K - $126K
|
54.4K
$4.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.22K+ 9.92% |
$103K - $122K
|
13.5K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.18K+ 4.8% |
$100K - $119K
|
25.7K
$2.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.18K+ 4.72% |
$99.8K - $118K
|
26.1K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.17KNew |
$99.1K - $117K
|
1.17K
$104K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.17K+ 17.33% |
$99K - $117K
|
7.89K
$705K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.16K+ 1.71% |
$98.8K - $117K
|
69K
$6.17M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.15K+ 5.49% |
$98K - $116K
|
22.2K
$1.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
1.14K+ 18.73% |
$96.5K - $114K
|
7.2K
$644K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.09K+ 5.43% |
$92.6K - $110K
|
21.2K
$1.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.08K+ 4.61% |
$91.3K - $108K
|
24.4K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.07K+ 1.89% |
$91K - $108K
|
57.8K
$5.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
1.07K+ 15.82% |
$90.6K - $107K
|
7.8K
$697K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.06K+ 0.26% |
$90K - $107K
|
402K
$35.9M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.06KNew |
$90K - $107K
|
1.06K
$94.7K
|