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 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.77K+ 3.53% |
$113K - $127K
|
51.8K
$3.75M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.74K+ 7.8% |
$111K - $125K
|
24K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.61KNew |
$103K - $116K
|
1.61K
$117K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.43K+ 4.86% |
$90.8K - $103K
|
30.7K
$2.23M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.39K+ 9.77% |
$88.4K - $99.8K
|
15.6K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
1.36K+ 6.75% |
$86.4K - $97.6K
|
21.4K
$1.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
1.32K+ 2.07% |
$83.9K - $94.8K
|
64.9K
$4.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.31K+ 2.61% |
$83.2K - $93.9K
|
51.3K
$3.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1.3K+ 0.54% |
$82.8K - $93.5K
|
244K
$17.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.29K+ 3.15% |
$82K - $92.5K
|
42.1K
$3.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
1.25K+ 2.35% |
$79.7K - $89.9K
|
54.4K
$3.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.09KNew |
$69.2K - $78.1K
|
1.09K
$78.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.09K+ 1.19% |
$69.2K - $78.1K
|
92.1K
$6.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.05K+ 1.29% |
$66.7K - $75.3K
|
81.9K
$5.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1KNew |
$63.7K - $72K
|
1K
$72.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
967New |
$61.6K - $69.6K
|
967
$70.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
875+ 3.75% |
$55.8K - $63K
|
24.2K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
858+ 5.0% |
$54.7K - $61.7K
|
18K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
856New |
$54.6K - $61.6K
|
856
$62.1K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
838+ 2.97% |
$53.4K - $60.3K
|
29.1K
$2.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
817+ 0.49% |
$52.1K - $58.8K
|
167K
$12.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
800+ 4.05% |
$51K - $57.6K
|
20.6K
$1.49M
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
757+ 2.07% |
$48.3K - $54.5K
|
37.3K
$2.7M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
661+ 18.64% |
$42.1K - $47.6K
|
4.21K
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
654+ 14.45% |
$41.7K - $47.1K
|
5.18K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
647+ 3.67% |
$41.2K - $46.6K
|
18.3K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
621+ 2.6% |
$39.6K - $44.7K
|
24.5K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
588New |
$37.5K - $42.3K
|
588
$42.6K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
493+ 379.23% |
$31.4K - $35.5K
|
623
$45.2K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
471+ 0.86% |
$30K - $33.9K
|
55K
$3.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
450+ 2.44% |
$28.7K - $32.4K
|
18.9K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
405+ 3.15% |
$25.8K - $29.1K
|
13.3K
$962K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
393+ 5.66% |
$25K - $28.3K
|
7.34K
$532K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
391+ 10.15% |
$24.9K - $28.1K
|
4.24K
$308K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
350+ 2.15% |
$22.3K - $25.2K
|
16.6K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
349+ 8.04% |
$22.2K - $25.1K
|
4.69K
$340K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
331+ 0.58% |
$21.1K - $23.8K
|
57.3K
$4.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
319+ 3.35% |
$20.3K - $23K
|
9.83K
$713K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
299+ 22.81% |
$19.1K - $21.5K
|
1.61K
$117K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
296+ 8.5% |
$18.9K - $21.3K
|
3.78K
$274K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
250+ 2.88% |
$15.9K - $18K
|
8.93K
$648K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
227New |
$14.5K - $16.3K
|
227
$16.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
170+ 1.85% |
$10.8K - $12.2K
|
9.37K
$679K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
159New |
$10.1K - $11.4K
|
159
$11.5K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
150New |
$9.56K - $10.8K
|
150
$10.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
145+ 161.11% |
$9.24K - $10.4K
|
235
$17K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
144+ 0.25% |
$9.18K - $10.4K
|
56.7K
$4.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
125+ 0.58% |
$7.97K - $9K
|
21.8K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
BUY
|
- |
125+ 0.75% |
$7.97K - $9K
|
16.8K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
93+ 0.28% |
$5.93K - $6.69K
|
33.8K
$2.45M
|