Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV) 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
|
Iag Wealth Partners, LLC
|
BUY
|
- |
541K+ 34561.56% |
$27.9M - $31.7M
|
543K
$31.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
48.4K+ 25.63% |
$2.49M - $2.83M
|
237K
$13.9M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
20.9KNew |
$1.08M - $1.22M
|
20.9K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
18K+ 14.77% |
$926K - $1.05M
|
140K
$8.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
13.8K+ 20.29% |
$711K - $808K
|
81.8K
$4.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
11.4K+ 32.73% |
$585K - $665K
|
46.1K
$2.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
11.3K+ 2.55% |
$584K - $664K
|
456K
$26.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
9.64KNew |
$496K - $564K
|
9.64K
$563K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
8.41K+ 20.81% |
$433K - $492K
|
48.8K
$2.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.68KNew |
$344K - $391K
|
6.68K
$390K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.44K+ 7.81% |
$332K - $377K
|
88.9K
$5.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.83K+ 2.42% |
$249K - $283K
|
204K
$11.9M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.79KNew |
$247K - $280K
|
4.79K
$280K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4.07KNew |
$210K - $238K
|
4.07K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.74KNew |
$193K - $219K
|
3.74K
$218K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.73KNew |
$192K - $218K
|
3.73K
$218K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
3.64K+ 9.17% |
$188K - $213K
|
43.4K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
3.38K+ 19.37% |
$174K - $198K
|
20.8K
$1.22M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.63K+ 2.27% |
$84K - $95.4K
|
73.4K
$4.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.29K+ 1.12% |
$66.5K - $75.6K
|
117K
$6.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.24K+ 2.01% |
$63.8K - $72.5K
|
62.7K
$3.66M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.1K+ 18.45% |
$56.4K - $64.1K
|
7.03K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
540+ 1.29% |
$27.8K - $31.6K
|
42.5K
$2.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
488+ 3.32% |
$25.1K - $28.6K
|
15.2K
$886K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
430+ 2.92% |
$22.1K - $25.2K
|
15.1K
$885K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
27+ 2.31% |
$1.39K - $1.58K
|
1.19K
$69.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4+ 0.07% |
$206 - $234
|
5.9K
$345K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-42- 0.4% |
$2.16K - $2.46K
|
10.6K
$617K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-45- 0.24% |
$2.32K - $2.63K
|
18.6K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-180- 1.55% |
$9.27K - $10.5K
|
11.4K
$668K
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-370- 0.35% |
$19.1K - $21.7K
|
106K
$6.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-375- 3.89% |
$19.3K - $22K
|
9.27K
$541K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-403- 7.35% |
$20.8K - $23.6K
|
5.08K
$297K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-465- 1.7% |
$24K - $27.2K
|
26.9K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-578- 2.12% |
$29.8K - $33.8K
|
26.7K
$1.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.89K- 30.6% |
$149K - $169K
|
6.55K
$382K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.17K- 6.69% |
$215K - $244K
|
58.1K
$3.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-39.6K- 34.14% |
$2.04M - $2.32M
|
76.4K
$4.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-48.7K- 96.34% |
$2.51M - $2.85M
|
1.85K
$108K
|