Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) 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 12, 2025
Q1 2025
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
1.2MNew |
$48.8M - $53.2M
|
1.2M
$53M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
125KNew |
$5.07M - $5.53M
|
125K
$5.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
97.3KNew |
$3.95M - $4.31M
|
97.3K
$4.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
86KNew |
$3.49M - $3.81M
|
86K
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
54.3K+ 89.06% |
$2.21M - $2.41M
|
115K
$5.09M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
35.4KNew |
$1.44M - $1.57M
|
35.4K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32KNew |
$1.3M - $1.42M
|
32K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
30.8K+ 41.47% |
$1.25M - $1.37M
|
105K
$4.65M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.2K+ 63491.3% |
$1.19M - $1.29M
|
29.3K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
28.3K+ 97.89% |
$1.15M - $1.25M
|
57.1K
$2.52M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.2K+ 3704.85% |
$1.02M - $1.12M
|
25.9K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
23.9K+ 15.13% |
$971K - $1.06M
|
182K
$8.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
23.8K+ 29.6% |
$966K - $1.05M
|
104K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.8KNew |
$926K - $1.01M
|
22.8K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
21.7K+ 10.4% |
$881K - $961K
|
230K
$10.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
21.4K+ 7.51% |
$869K - $948K
|
306K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
21.4K+ 7.05% |
$868K - $947K
|
324K
$14.3M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
15.9K+ 5.53% |
$647K - $706K
|
304K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
15KNew |
$610K - $665K
|
15K
$663K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.9K+ 25.26% |
$607K - $662K
|
74.1K
$3.27M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.3K+ 57.87% |
$582K - $635K
|
39.1K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.2K+ 6.62% |
$576K - $629K
|
228K
$10.1M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
13.3K+ 1.12% |
$542K - $591K
|
1.2M
$53M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
13.1K+ 58.24% |
$532K - $581K
|
35.6K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
12.6K+ 5.9% |
$512K - $558K
|
226K
$9.98M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
11.9K+ 54.06% |
$485K - $529K
|
34K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
11.9K+ 5.67% |
$483K - $526K
|
221K
$9.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
11.1K+ 10.75% |
$450K - $491K
|
114K
$5.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10.8K+ 8.68% |
$441K - $481K
|
136K
$6M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
9.33K+ 2.9% |
$379K - $413K
|
331K
$14.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.21K+ 13.44% |
$374K - $408K
|
77.7K
$3.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
8.72K+ 7.88% |
$354K - $386K
|
119K
$5.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
8.52K+ 12.11% |
$346K - $377K
|
78.9K
$3.48M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
8.5K+ 16.1% |
$345K - $377K
|
61.3K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.29K+ 38.9% |
$337K - $367K
|
29.6K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.85K+ 146.48% |
$319K - $348K
|
13.2K
$584K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.32K+ 4.76% |
$297K - $324K
|
161K
$7.12M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.25K+ 7.04% |
$295K - $321K
|
110K
$4.87M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.48KNew |
$263K - $287K
|
6.48K
$286K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6.31K+ 9.0% |
$256K - $279K
|
76.4K
$3.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.3K+ 5.4% |
$256K - $279K
|
123K
$5.44M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
6.24K+ 4.65% |
$254K - $277K
|
140K
$6.2M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.69K+ 115.38% |
$231K - $252K
|
10.6K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
5.57K+ 0.73% |
$226K - $247K
|
769K
$34M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.4K+ 5.88% |
$219K - $239K
|
97.3K
$4.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
5.37KNew |
$218K - $238K
|
5.37K
$237K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.27KNew |
$214K - $233K
|
5.27K
$233K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.74K+ 25.3% |
$192K - $210K
|
23.5K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
4.72KNew |
$192K - $209K
|
4.72K
$209K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.64K+ 3.03% |
$189K - $206K
|
158K
$6.97M
|