Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) 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 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.17M+ 118.11% |
$74.6M - $84.3M
|
2.16M
$157M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
581KNew |
$37M - $41.8M
|
581K
$42.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
255KNew |
$16.2M - $18.3M
|
255K
$18.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
134KNew |
$8.52M - $9.61M
|
134K
$9.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
101K+ 6.64% |
$6.42M - $7.25M
|
1.62M
$117M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
98.7K+ 34.98% |
$6.29M - $7.1M
|
381K
$27.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
86.6K+ 62.89% |
$5.52M - $6.23M
|
224K
$16.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
81.8K+ 9.2% |
$5.21M - $5.89M
|
971K
$70.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
73.2KNew |
$4.67M - $5.27M
|
73.2K
$5.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
65.4KNew |
$4.17M - $4.71M
|
65.4K
$4.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
65.1K+ 360.0% |
$4.15M - $4.69M
|
83.2K
$6.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
51.4K+ 244.72% |
$3.28M - $3.7M
|
72.5K
$5.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
50.4K+ 4.0% |
$3.21M - $3.62M
|
1.31M
$95M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
39.5K+ 65.44% |
$2.52M - $2.84M
|
99.8K
$7.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
37.6K+ 32.59% |
$2.39M - $2.7M
|
153K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
31.4K+ 49.88% |
$2M - $2.26M
|
94.4K
$6.84M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
28.6KNew |
$1.82M - $2.06M
|
28.6K
$2.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
25.3K+ 10.26% |
$1.61M - $1.82M
|
272K
$19.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
23.1K+ 25.14% |
$1.47M - $1.66M
|
115K
$8.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
22.1K+ 9.42% |
$1.41M - $1.59M
|
257K
$18.7M
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
22K+ 9.82% |
$1.4M - $1.59M
|
246K
$17.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22K+ 161.16% |
$1.4M - $1.58M
|
35.6K
$2.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
21.8K+ 23.84% |
$1.39M - $1.57M
|
113K
$8.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.5K+ 447.89% |
$1.37M - $1.55M
|
26.3K
$1.9M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20.9K+ 19.11% |
$1.33M - $1.5M
|
130K
$9.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19.7K+ 30.47% |
$1.26M - $1.42M
|
84.5K
$6.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
18.5K+ 26.67% |
$1.18M - $1.33M
|
87.9K
$6.38M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
17.7K+ 1071.58% |
$1.13M - $1.27M
|
19.3K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
17.6K+ 7.06% |
$1.12M - $1.27M
|
267K
$19.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
17.5K+ 18.94% |
$1.11M - $1.26M
|
110K
$7.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
16.5K+ 143.13% |
$1.05M - $1.19M
|
28K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
15.2KNew |
$967K - $1.09M
|
15.2K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
14.7K+ 7.32% |
$940K - $1.06M
|
216K
$15.7M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
14.4K+ 307.36% |
$920K - $1.04M
|
19.1K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
13.9K+ 6.41% |
$886K - $1M
|
231K
$16.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
13.7K+ 2.11% |
$873K - $985K
|
663K
$48.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
12.8K+ 38.25% |
$815K - $921K
|
46.2K
$3.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
12.6K+ 13.43% |
$806K - $910K
|
107K
$7.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
12.4K+ 7.53% |
$792K - $895K
|
178K
$12.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
11.5K+ 20.75% |
$731K - $825K
|
66.7K
$4.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
11.3K+ 2.2% |
$719K - $811K
|
523K
$38M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
11.2K+ 336.36% |
$714K - $806K
|
14.5K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
10.1KNew |
$646K - $729K
|
10.1K
$735K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9.95K+ 14.13% |
$634K - $716K
|
80.4K
$5.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.93KNew |
$633K - $715K
|
9.93K
$720K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
9.81K+ 14.82% |
$625K - $706K
|
76K
$5.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
9.45K+ 15.52% |
$602K - $680K
|
70.3K
$5.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8.69K+ 24.97% |
$554K - $625K
|
43.5K
$3.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
8.65KNew |
$552K - $623K
|
8.65K
$628K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
8.63KNew |
$550K - $621K
|
8.63K
$626K
|