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 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-380- 2.38% |
$24.2K - $27.3K
|
15.6K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-391- 1.52% |
$24.9K - $28.1K
|
25.4K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-409- 9.29% |
$26.1K - $29.4K
|
3.99K
$320K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-432- 0.61% |
$27.5K - $31.1K
|
70.2K
$5.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-487- 13.52% |
$31K - $35K
|
3.12K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-487- 0.62% |
$31K - $35K
|
77.5K
$6.21M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-500- 11.78% |
$31.9K - $36K
|
3.74K
$300K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-509- 0.02% |
$32.4K - $36.6K
|
2.43M
$195M
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-515- 6.28% |
$32.8K - $37.1K
|
7.69K
$617K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-547- 0.18% |
$34.9K - $39.4K
|
310K
$24.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-580- 0.7% |
$37K - $41.7K
|
82.9K
$6.64M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-624- 6.09% |
$39.8K - $44.9K
|
9.62K
$772K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-634- 18.45% |
$40.4K - $45.6K
|
2.8K
$225K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-720- 92.54% |
$45.9K - $51.8K
|
58
$4.65K
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-736- 1.09% |
$46.9K - $53K
|
66.8K
$5.36M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-764- 45.05% |
$48.7K - $55K
|
932
$74.7K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-824- 2.9% |
$52.5K - $59.3K
|
27.6K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-850- 4.86% |
$54.2K - $61.2K
|
16.6K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-879- 0.29% |
$56K - $63.3K
|
306K
$24.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-907- 3.67% |
$57.8K - $65.3K
|
23.8K
$1.91M
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-1.03K- 1.41% |
$65.8K - $74.3K
|
72.2K
$5.79M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.08KClosed |
$68.9K - $77.8K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.22K- 1.01% |
$77.9K - $87.9K
|
119K
$9.56M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.26K- 56.54% |
$80.5K - $90.9K
|
971
$77.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.38K- 3.83% |
$87.6K - $98.9K
|
34.5K
$2.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.45K- 1.05% |
$92.3K - $104K
|
137K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.54K- 1.43% |
$98.1K - $111K
|
106K
$8.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.65K- 2.88% |
$105K - $118K
|
55.4K
$4.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.9K- 35.27% |
$121K - $137K
|
3.49K
$280K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 3.17% |
$122K - $138K
|
58.6K
$4.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.02K- 13.16% |
$129K - $145K
|
13.3K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-2.15K- 1.54% |
$137K - $154K
|
138K
$11M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2.19K- 22.19% |
$139K - $157K
|
7.67K
$615K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.25K- 0.04% |
$144K - $162K
|
6.19M
$496M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-2.26K- 2.62% |
$144K - $162K
|
83.8K
$6.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-2.39K- 5.1% |
$152K - $172K
|
44.5K
$3.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.5K- 2.8% |
$160K - $180K
|
87K
$6.97M
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-2.63K- 36.07% |
$168K - $189K
|
4.67K
$374K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.78K- 1.31% |
$177K - $200K
|
210K
$16.8M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.8K- 34.33% |
$179K - $202K
|
5.36K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.81K- 6.73% |
$179K - $202K
|
38.8K
$3.12M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.82K- 21.9% |
$180K - $203K
|
10.1K
$807K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.06K- 5.61% |
$195K - $220K
|
51.5K
$4.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.07K- 19.0% |
$196K - $221K
|
13.1K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.16K- 13.65% |
$202K - $228K
|
20K
$1.61M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-3.4K- 5.1% |
$217K - $245K
|
63.3K
$5.07M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-3.69K- 0.32% |
$235K - $265K
|
1.16M
$93.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.81K- 59.89% |
$243K - $274K
|
2.55K
$204K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-3.87K- 2.17% |
$247K - $278K
|
174K
$14M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.95K- 1.5% |
$252K - $284K
|
259K
$20.7M
|