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 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
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.2K+ 434.36% |
$587K - $662K
|
11.3K
$821K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
8.72KNew |
$555K - $627K
|
8.72K
$632K
|
|
|
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
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
8.04K+ 5.49% |
$512K - $578K
|
154K
$11.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
7.97K+ 6.97% |
$508K - $574K
|
122K
$8.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.79KNew |
$497K - $561K
|
7.79K
$565K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.72K+ 10.19% |
$492K - $555K
|
83.5K
$6.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7.39K+ 1.76% |
$471K - $532K
|
427K
$31M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6.97K+ 4.65% |
$445K - $502K
|
157K
$11.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.31K+ 17.62% |
$402K - $454K
|
42.1K
$3.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.13K+ 7.16% |
$391K - $441K
|
91.8K
$6.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
6.13K+ 134.73% |
$391K - $441K
|
10.7K
$775K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
5.5K+ 10.04% |
$350K - $396K
|
60.2K
$4.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.39K+ 1.72% |
$344K - $388K
|
318K
$23.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
5.39K+ 5.48% |
$344K - $388K
|
104K
$7.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.99K+ 5.77% |
$318K - $359K
|
91.6K
$6.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
4.9K+ 9.21% |
$313K - $353K
|
58.1K
$4.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.84KNew |
$309K - $349K
|
4.84K
$351K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.68K+ 1.05% |
$298K - $337K
|
448K
$32.5M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
4.65K+ 7.55% |
$297K - $335K
|
66.3K
$4.81M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4.37K+ 2.92% |
$279K - $315K
|
154K
$11.2M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.34K+ 4.58% |
$277K - $313K
|
99.3K
$7.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.11K+ 54.71% |
$262K - $296K
|
11.6K
$843K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.03K+ 4.74% |
$257K - $290K
|
89.2K
$6.47M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.88K+ 39.44% |
$247K - $279K
|
13.7K
$993K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.75KNew |
$239K - $270K
|
3.75K
$272K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
3.28K+ 2.26% |
$209K - $236K
|
148K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.28K+ 46.81% |
$209K - $236K
|
10.3K
$745K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.27KNew |
$208K - $235K
|
3.27K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
3.21K+ 1.96% |
$205K - $231K
|
167K
$12.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.14KNew |
$200K - $226K
|
3.14K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.1KNew |
$198K - $223K
|
3.1K
$225K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.09KNew |
$197K - $223K
|
3.09K
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.03KNew |
$193K - $218K
|
3.03K
$219K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.97KNew |
$189K - $214K
|
2.97K
$215K
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.9KNew |
$185K - $208K
|
2.9K
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.86K+ 14.96% |
$182K - $206K
|
22K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
2.53K+ 0.56% |
$161K - $182K
|
453K
$32.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.4K+ 19.46% |
$153K - $173K
|
14.7K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.28K+ 2.81% |
$146K - $164K
|
83.7K
$6.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.27K+ 1.58% |
$145K - $163K
|
146K
$10.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.24K+ 6.63% |
$143K - $161K
|
36K
$2.61M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
1.98K+ 5.18% |
$126K - $142K
|
40.2K
$2.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.93K+ 8.09% |
$123K - $139K
|
25.8K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.88K+ 11.25% |
$120K - $135K
|
18.5K
$1.34M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.87KNew |
$119K - $135K
|
1.87K
$136K
|