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
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
544K+ 1045.7% |
$34.7M - $39.1M
|
596K
$43.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
450K+ 120.49% |
$28.7M - $32.4M
|
824K
$59.7M
|
|
|
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
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
127KNew |
$8.12M - $9.16M
|
127K
$9.23M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
105K+ 193.69% |
$6.66M - $7.52M
|
158K
$11.5M
|
|
|
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
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
69.1K+ 195.97% |
$4.4M - $4.97M
|
104K
$7.56M
|
|
|
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
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
51.9KNew |
$3.31M - $3.73M
|
51.9K
$3.76M
|
|
|
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
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
38.4K+ 26.93% |
$2.45M - $2.77M
|
181K
$13.1M
|
|
|
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 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
21.2K+ 0.86% |
$1.35M - $1.52M
|
2.48M
$180M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20.9K+ 19.11% |
$1.33M - $1.5M
|
130K
$9.45M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
19.9K+ 7.56% |
$1.27M - $1.43M
|
283K
$20.5M
|
|
|
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
|