Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Avantis (AVGE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVGE) 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 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
18.9K+ 67.16% |
N/A
|
47.1K
$0
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
18.3K+ 22.07% |
N/A
|
101K
$0
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.6K+ 73.25% |
N/A
|
32.1K
$0
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
11.2K+ 7.7% |
N/A
|
156K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
9.94K+ 79.57% |
N/A
|
22.4K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.4KNew |
N/A
|
8.4K
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.25KNew |
N/A
|
8.25K
$0
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
7.93K+ 134.5% |
N/A
|
13.8K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.58K+ 33.36% |
N/A
|
30.3K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
4.75KNew |
N/A
|
4.75K
$0
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.59K+ 21.73% |
N/A
|
25.7K
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.83K+ 5.59% |
N/A
|
72.3K
$0
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.36K+ 13.64% |
N/A
|
28K
$0
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.19K+ 85.01% |
N/A
|
6.94K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.15KNew |
N/A
|
3.15K
$0
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3.05K+ 81.33% |
N/A
|
6.8K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.93KNew |
N/A
|
2.93K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.81K+ 40.54% |
N/A
|
9.73K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
2.53K+ 12.28% |
N/A
|
23.2K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.42K+ 17.83% |
N/A
|
16K
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.38K+ 11.2% |
N/A
|
23.6K
$0
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.31K+ 8.98% |
N/A
|
28K
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.06K+ 3.39% |
N/A
|
62.7K
$0
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.77K+ 15.26% |
N/A
|
13.4K
$0
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.61KNew |
N/A
|
1.61K
$0
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 15.77% |
N/A
|
10K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.19K+ 5.16% |
N/A
|
24.3K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
891New |
N/A
|
891
$0
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
848+ 12.54% |
N/A
|
7.61K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
843+ 5.79% |
N/A
|
15.4K
$0
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
755+ 24.85% |
N/A
|
3.79K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
744+ 9.92% |
N/A
|
8.24K
$0
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
648+ 35.7% |
N/A
|
2.46K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
647+ 5.9% |
N/A
|
11.6K
$0
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
629+ 1.6% |
N/A
|
39.9K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
482+ 9.41% |
N/A
|
5.6K
$0
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
472+ 5.65% |
N/A
|
8.83K
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
390+ 297.71% |
N/A
|
521
$0
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
370+ 105.41% |
N/A
|
721
$0
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
364+ 3.65% |
N/A
|
10.3K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
346+ 10.07% |
N/A
|
3.78K
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
340New |
N/A
|
340
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
277+ 1.17% |
N/A
|
23.9K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
271+ 5.06% |
N/A
|
5.62K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
270+ 4.99% |
N/A
|
5.68K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
205+ 1.89% |
N/A
|
11.1K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
177+ 5.24% |
N/A
|
3.55K
$0
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
165+ 0.93% |
N/A
|
17.9K
$0
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
134+ 17.31% |
N/A
|
908
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
132+ 440.0% |
N/A
|
162
$0
|