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 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.75KNew |
$239K - $270K
|
3.75K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
3.62K+ 7.0% |
$231K - $261K
|
55.4K
$4.44M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
3.45K+ 3.42% |
$220K - $248K
|
104K
$8.35M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
3.39K+ 1.97% |
$216K - $244K
|
176K
$14.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
3.28K+ 2.26% |
$209K - $236K
|
148K
$11.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.28K+ 46.81% |
$209K - $236K
|
10.3K
$824K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.27KNew |
$208K - $235K
|
3.27K
$262K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
3.22K+ 4.04% |
$205K - $232K
|
83K
$6.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
3.21K+ 1.96% |
$205K - $231K
|
167K
$13.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.14KNew |
$200K - $226K
|
3.14K
$252K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.1KNew |
$198K - $223K
|
3.1K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.09KNew |
$197K - $223K
|
3.09K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3.07K+ 7.18% |
$195K - $221K
|
45.8K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.06KNew |
$195K - $220K
|
3.06K
$245K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.03KNew |
$193K - $218K
|
3.03K
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.97KNew |
$189K - $214K
|
2.97K
$238K
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.9KNew |
$185K - $208K
|
2.9K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.88K+ 5.04% |
$184K - $207K
|
60K
$4.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.86K+ 14.96% |
$182K - $206K
|
22K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.55K+ 17.2% |
$163K - $184K
|
17.4K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
2.53K+ 0.56% |
$161K - $182K
|
453K
$36.3M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.52K+ 2.9% |
$161K - $181K
|
89.4K
$7.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.4K+ 19.46% |
$153K - $173K
|
14.7K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.28K+ 2.81% |
$146K - $164K
|
83.7K
$6.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.27K+ 1.58% |
$145K - $163K
|
146K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.27K+ 8.41% |
$144K - $163K
|
29.2K
$2.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.24K+ 6.63% |
$143K - $161K
|
36K
$2.88M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
1.98K+ 5.18% |
$126K - $142K
|
40.2K
$3.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.93K+ 8.09% |
$123K - $139K
|
25.8K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.88K+ 11.25% |
$120K - $135K
|
18.5K
$1.49M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.87KNew |
$119K - $135K
|
1.87K
$150K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.77K+ 3.53% |
$113K - $127K
|
51.8K
$4.15M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.74K+ 7.8% |
$111K - $125K
|
24K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.61KNew |
$103K - $116K
|
1.61K
$129K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 3.59% |
$102K - $115K
|
46K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.45K+ 10.9% |
$92.2K - $104K
|
14.7K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.43K+ 6.88% |
$91K - $103K
|
22.2K
$1.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.43K+ 4.86% |
$90.8K - $103K
|
30.7K
$2.47M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.39K+ 9.77% |
$88.4K - $99.8K
|
15.6K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
1.36K+ 6.75% |
$86.4K - $97.6K
|
21.4K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.33K+ 3.69% |
$84.5K - $95.4K
|
37.3K
$2.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
1.32K+ 2.07% |
$83.9K - $94.8K
|
64.9K
$5.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.31K+ 2.61% |
$83.2K - $93.9K
|
51.3K
$4.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1.3K+ 0.54% |
$82.8K - $93.5K
|
244K
$19.6M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.29K+ 193.09% |
$82K - $92.5K
|
1.95K
$157K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.29K+ 3.15% |
$82K - $92.5K
|
42.1K
$3.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
1.25K+ 2.35% |
$79.7K - $89.9K
|
54.4K
$4.36M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1.11K+ 3.94% |
$70.8K - $79.9K
|
29.3K
$2.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.09K+ 1.19% |
$69.2K - $78.1K
|
92.1K
$7.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.09KNew |
$69.2K - $78.1K
|
1.09K
$87K
|