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 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.05K+ 0.22% |
$89.3K - $106K
|
479K
$42.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.04K+ 1.19% |
$88.3K - $105K
|
88.5K
$7.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.01K+ 0.75% |
$85.7K - $102K
|
136K
$12.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.01K+ 4.21% |
$85.5K - $101K
|
24.9K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.01K+ 0.78% |
$85.4K - $101K
|
130K
$11.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
984+ 1.04% |
$83.6K - $99K
|
95.4K
$8.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
973+ 8.98% |
$82.7K - $97.9K
|
11.8K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
943+ 30.42% |
$80.1K - $94.9K
|
4.04K
$361K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
941New |
$79.9K - $94.7K
|
941
$84.1K
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
940+ 0.62% |
$79.9K - $94.6K
|
152K
$13.6M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
913+ 5.65% |
$77.6K - $91.9K
|
17.1K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
899+ 3.57% |
$76.4K - $90.5K
|
26.1K
$2.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
895+ 3.47% |
$76K - $90.1K
|
26.7K
$2.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
885+ 7.31% |
$75.2K - $89K
|
13K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
849+ 4.48% |
$72.1K - $85.4K
|
19.8K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
842+ 9.25% |
$71.5K - $84.7K
|
9.94K
$889K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
812+ 53.39% |
$69K - $81.7K
|
2.33K
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
803+ 6.32% |
$68.2K - $80.8K
|
13.5K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
798+ 15.25% |
$67.8K - $80.3K
|
6.03K
$539K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
788+ 0.2% |
$66.9K - $79.3K
|
393K
$35.1M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
779+ 32.36% |
$66.2K - $78.4K
|
3.19K
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
777+ 6.13% |
$66K - $78.2K
|
13.4K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
757+ 5.91% |
$64.3K - $76.2K
|
13.6K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
755+ 3.85% |
$64.1K - $76K
|
20.4K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
733+ 19.94% |
$62.3K - $73.8K
|
4.41K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
731+ 5.84% |
$62.1K - $73.6K
|
13.2K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
725+ 18.1% |
$61.6K - $72.9K
|
4.73K
$423K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
722+ 0.73% |
$61.3K - $72.6K
|
99.8K
$8.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
720+ 2.56% |
$61.2K - $72.4K
|
28.8K
$2.57M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
714+ 36.41% |
$60.7K - $71.8K
|
2.68K
$239K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
711+ 0.98% |
$60.4K - $71.5K
|
73.3K
$6.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
BUY
|
- |
710+ 1.66% |
$60.3K - $71.4K
|
43.4K
$3.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
710New |
$60.3K - $71.4K
|
710
$63.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
700+ 4.37% |
$59.5K - $70.4K
|
16.7K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
685New |
$58.2K - $68.9K
|
685
$61.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
683+ 1.48% |
$58K - $68.7K
|
47K
$4.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
677+ 23.89% |
$57.5K - $68.1K
|
3.51K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
663+ 1.36% |
$56.3K - $66.7K
|
49.3K
$4.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
620+ 12.78% |
$52.7K - $62.4K
|
5.47K
$489K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
617+ 2.12% |
$52.4K - $62.1K
|
29.7K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
614+ 2.42% |
$52.2K - $61.8K
|
25.9K
$2.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
614+ 2.45% |
$52.2K - $61.8K
|
25.7K
$2.3M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
596New |
$50.6K - $60K
|
596
$53.3K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
583New |
$49.5K - $58.7K
|
583
$52.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
575+ 2.0% |
$48.8K - $57.9K
|
29.3K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
572+ 1.27% |
$48.6K - $57.6K
|
45.8K
$4.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
567+ 9.05% |
$48.2K - $57.1K
|
6.84K
$611K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
526+ 1.03% |
$44.7K - $52.9K
|
51.5K
$4.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
520+ 4.37% |
$44.2K - $52.3K
|
12.4K
$1.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
515+ 4.46% |
$43.7K - $51.8K
|
12.1K
$1.08M
|