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 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
76+ 0.44% |
$4.84K - $5.47K
|
17.3K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
63+ 60.0% |
$4.02K - $4.53K
|
168
$12.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
47+ 1.07% |
$3K - $3.38K
|
4.46K
$323K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
39+ 28.68% |
$2.49K - $2.81K
|
175
$12.7K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
34+ 0.06% |
$2.17K - $2.45K
|
52.8K
$3.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23New |
$1.47K - $1.66K
|
23
$1.67K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15+ 0.31% |
$956 - $1.08K
|
4.92K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$765 - $864
|
12
$870
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
10+ 0.16% |
$637 - $720
|
6.24K
$452K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
9New |
$574 - $648
|
9
$653
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5New |
$319 - $360
|
5
$363
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4+ 0.03% |
$255 - $288
|
11.8K
$853K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-7- 0.04% |
$446 - $504
|
16.3K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-37- 15.48% |
$2.36K - $2.66K
|
202
$14.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-60- 0.71% |
$3.82K - $4.32K
|
8.38K
$608K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-84- 50.0% |
$5.35K - $6.04K
|
84
$6.09K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-87- 0.82% |
$5.55K - $6.26K
|
10.5K
$765K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-117- 0.78% |
$7.46K - $8.42K
|
14.9K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-120- 44.44% |
$7.65K - $8.64K
|
150
$10.9K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-134- 0.51% |
$8.54K - $9.64K
|
26.3K
$1.9M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-200- 3.17% |
$12.7K - $14.4K
|
6.1K
$443K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-205- 3.18% |
$13.1K - $14.8K
|
6.25K
$453K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-225- 5.24% |
$14.3K - $16.2K
|
4.07K
$295K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-237- 1.01% |
$15.1K - $17.1K
|
23.3K
$1.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-238- 3.53% |
$15.2K - $17.1K
|
6.51K
$472K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-380- 2.38% |
$24.2K - $27.3K
|
15.6K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-432- 0.61% |
$27.5K - $31.1K
|
70.2K
$5.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-487- 13.52% |
$31K - $35K
|
3.12K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-509- 0.02% |
$32.4K - $36.6K
|
2.43M
$176M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-547- 0.18% |
$34.9K - $39.4K
|
310K
$22.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-580- 0.7% |
$37K - $41.7K
|
82.9K
$6.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-720- 92.54% |
$45.9K - $51.8K
|
58
$4.21K
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-736- 1.09% |
$46.9K - $53K
|
66.8K
$4.85M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-824- 2.9% |
$52.5K - $59.3K
|
27.6K
$2M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-850- 4.86% |
$54.2K - $61.2K
|
16.6K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-907- 3.67% |
$57.8K - $65.3K
|
23.8K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-1.03K- 1.41% |
$65.8K - $74.3K
|
72.2K
$5.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.22K- 1.01% |
$77.9K - $87.9K
|
119K
$8.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.38K- 3.83% |
$87.6K - $98.9K
|
34.5K
$2.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.45K- 1.05% |
$92.3K - $104K
|
137K
$9.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.65K- 2.88% |
$105K - $118K
|
55.4K
$4.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.9K- 35.27% |
$121K - $137K
|
3.49K
$253K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 3.17% |
$122K - $138K
|
58.6K
$4.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.02K- 13.16% |
$129K - $145K
|
13.3K
$966K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2.19K- 22.19% |
$139K - $157K
|
7.67K
$556K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-2.39K- 5.1% |
$152K - $172K
|
44.5K
$3.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.5K- 2.8% |
$160K - $180K
|
87K
$6.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.78K- 1.31% |
$177K - $200K
|
210K
$15.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.81K- 6.73% |
$179K - $202K
|
38.8K
$2.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.07K- 19.0% |
$196K - $221K
|
13.1K
$948K
|