Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) 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
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
8+ 0.69% |
$485 - $548
|
1.17K
$86.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
6+ 0.07% |
$364 - $411
|
9.07K
$673K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 2.0% |
$121 - $137
|
102
$7.57K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1New |
$60.6 - $68.6
|
1
$74.2
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-9- 3.77% |
$546 - $617
|
230
$17.1K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-29- 0.08% |
$1.76K - $1.99K
|
38.4K
$2.85M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-36- 0.43% |
$2.18K - $2.47K
|
8.39K
$623K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-50- 1.27% |
$3.03K - $3.43K
|
3.89K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-63- 0.96% |
$3.82K - $4.32K
|
6.51K
$483K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-71- 0.32% |
$4.3K - $4.87K
|
22.2K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-122- 37.65% |
$7.4K - $8.36K
|
202
$15K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-153- 2.62% |
$9.28K - $10.5K
|
5.68K
$422K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-175- 0.5% |
$10.6K - $12K
|
35K
$2.6M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-188- 4.57% |
$11.4K - $12.9K
|
3.92K
$291K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-192- 1.8% |
$11.6K - $13.2K
|
10.5K
$777K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-235- 3.26% |
$14.2K - $16.1K
|
6.97K
$517K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-243- 0.65% |
$14.7K - $16.7K
|
37.4K
$2.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-244- 0.78% |
$14.8K - $16.7K
|
31K
$2.3M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-265- 0.36% |
$16.1K - $18.2K
|
73.8K
$5.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-268- 3.02% |
$16.2K - $18.4K
|
8.61K
$639K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-330- 1.08% |
$20K - $22.6K
|
30.1K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-341- 5.62% |
$20.7K - $23.4K
|
5.72K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-344- 0.37% |
$20.9K - $23.6K
|
92.2K
$6.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-385- 0.37% |
$23.3K - $26.4K
|
105K
$7.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-402- 8.15% |
$24.4K - $27.6K
|
4.53K
$336K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-423- 0.45% |
$25.6K - $29K
|
93.4K
$6.93M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-454- 6.39% |
$27.5K - $31.1K
|
6.65K
$494K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-466- 2.42% |
$28.3K - $31.9K
|
18.8K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-495- 0.45% |
$30K - $33.9K
|
110K
$8.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-551- 2.28% |
$33.4K - $37.8K
|
23.6K
$1.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-567- 3.56% |
$34.4K - $38.9K
|
15.4K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-574- 2.68% |
$34.8K - $39.3K
|
20.9K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-600- 32.09% |
$36.4K - $41.1K
|
1.27K
$94.2K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-703- 0.11% |
$42.6K - $48.2K
|
654K
$48.5M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-723- 0.8% |
$43.8K - $49.6K
|
90.1K
$6.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-750- 3.46% |
$45.5K - $51.4K
|
20.9K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-758- 0.87% |
$46K - $52K
|
86.4K
$6.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-781- 1.79% |
$47.4K - $53.5K
|
42.8K
$3.17M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-823- 0.28% |
$49.9K - $56.4K
|
294K
$21.8M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-834- 0.58% |
$50.6K - $57.2K
|
144K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-864- 1.76% |
$52.4K - $59.2K
|
48.3K
$3.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-871- 14.65% |
$52.8K - $59.7K
|
5.07K
$376K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-923- 4.92% |
$56K - $63.3K
|
17.9K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-1.01K- 3.17% |
$60.9K - $68.9K
|
30.7K
$2.28M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.01K- 4.84% |
$61.2K - $69.2K
|
19.8K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.02K- 1.78% |
$61.5K - $69.6K
|
56.1K
$4.17M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.15K- 23.21% |
$69.8K - $78.9K
|
3.81K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.15K- 2.99% |
$69.8K - $79K
|
37.3K
$2.77M
|