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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.16K- 13.65% |
$202K - $228K
|
20K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-3.4K- 5.1% |
$217K - $245K
|
63.3K
$4.59M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-3.69K- 0.32% |
$235K - $265K
|
1.16M
$84.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-3.87K- 2.17% |
$247K - $278K
|
174K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.95K- 1.5% |
$252K - $284K
|
259K
$18.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3.96K- 2.52% |
$252K - $285K
|
153K
$11.1M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-4.15K- 1.95% |
$264K - $298K
|
209K
$15.1M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.49K- 35.12% |
$286K - $323K
|
8.29K
$601K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5.26K- 3.14% |
$335K - $378K
|
162K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-5.69K- 10.17% |
$362K - $409K
|
50.2K
$3.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-6.43K- 8.81% |
$410K - $462K
|
66.5K
$4.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-6.52K- 1.85% |
$415K - $469K
|
347K
$25.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-6.88K- 19.01% |
$439K - $495K
|
29.3K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-7.53K- 15.45% |
$480K - $542K
|
41.2K
$2.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-8.64K- 4.07% |
$551K - $622K
|
204K
$14.8M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-10.4K- 39.31% |
$665K - $751K
|
16.1K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-15.7K- 14.95% |
$1M - $1.13M
|
89.4K
$6.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15.8K- 76.31% |
$1.01M - $1.14M
|
4.92K
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-20.6K- 48.76% |
$1.31M - $1.48M
|
21.6K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-38.8K- 11.36% |
$2.47M - $2.79M
|
303K
$21.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-137K- 93.42% |
$8.76M - $9.89M
|
9.69K
$702K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-177K- 32.04% |
$11.3M - $12.7M
|
375K
$27.2M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-269K- 77.07% |
$17.1M - $19.3M
|
79.9K
$5.79M
|