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 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
3.83K+ 35.1% |
$155K - $170K
|
14.7K
$650K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.68K+ 1.57% |
$149K - $163K
|
238K
$10.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.32K+ 29.25% |
$135K - $147K
|
14.7K
$648K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.69K+ 1.42% |
$109K - $119K
|
192K
$8.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.31K+ 11.29% |
$93.8K - $102K
|
22.8K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.05K+ 4.2% |
$83.2K - $90.7K
|
50.8K
$2.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.84K+ 7.79% |
$74.9K - $81.7K
|
25.5K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.29KNew |
$52.4K - $57.1K
|
1.29K
$56.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.19K+ 19.43% |
$48.1K - $52.5K
|
7.28K
$322K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.13K+ 4.2% |
$45.9K - $50.1K
|
28K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
922+ 5.31% |
$37.5K - $40.9K
|
18.3K
$807K
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
801+ 1.51% |
$32.5K - $35.5K
|
54K
$2.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
710New |
$28.8K - $31.5K
|
710
$31.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
700+ 0.19% |
$28.4K - $31K
|
366K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
700+ 6.37% |
$28.4K - $31K
|
11.7K
$516K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
649+ 7.13% |
$26.4K - $28.8K
|
9.75K
$431K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
616+ 32.8% |
$25K - $27.3K
|
2.49K
$110K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
571+ 122.01% |
$23.2K - $25.3K
|
1.04K
$45.9K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
500New |
$20.3K - $22.2K
|
500
$22.1K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
494+ 2.51% |
$20.1K - $21.9K
|
20.2K
$893K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
478+ 18.91% |
$19.4K - $21.2K
|
3.01K
$133K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
454+ 0.79% |
$18.4K - $20.1K
|
58.1K
$2.57M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
450+ 0.48% |
$18.3K - $19.9K
|
94.1K
$4.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
222+ 2.8% |
$9.02K - $9.84K
|
8.15K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
215+ 21500.0% |
$8.73K - $9.53K
|
216
$9.54K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
138New |
$5.61K - $6.11K
|
138
$6.09K
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
119+ 0.55% |
$4.83K - $5.27K
|
21.8K
$962K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
91+ 0.72% |
$3.7K - $4.03K
|
12.7K
$559K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
82+ 0.63% |
$3.33K - $3.63K
|
13.1K
$580K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
67New |
$2.72K - $2.97K
|
67
$2.96K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
29New |
$1.18K - $1.28K
|
29
$1.28K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
28+ 0.49% |
$1.14K - $1.24K
|
5.72K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
20+ 0.28% |
$812 - $886
|
7.24K
$320K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16New |
$650 - $709
|
16
$707
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15+ 0.16% |
$609 - $665
|
9.4K
$415K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10+ 0.18% |
$406 - $443
|
5.62K
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2+ 0.72% |
$81.2 - $88.6
|
280
$12.4K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.72% |
$40.6 - $44.3
|
139
$6.14K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-24- 12.31% |
$975 - $1.06K
|
171
$7.55K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-80- 0.66% |
$3.25K - $3.54K
|
12.1K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-188- 0.22% |
$7.64K - $8.33K
|
83.7K
$3.7M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-234- 3.57% |
$9.51K - $10.4K
|
6.32K
$279K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-420- 0.41% |
$17.1K - $18.6K
|
103K
$4.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-502- 1.76% |
$20.4K - $22.2K
|
28.1K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-521- 9.07% |
$21.2K - $23.1K
|
5.22K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-530- 74.33% |
$21.5K - $23.5K
|
183
$8.08K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-708- 15.73% |
$28.8K - $31.4K
|
3.79K
$167K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-913- 7.41% |
$37.1K - $40.5K
|
11.4K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.04K- 3.69% |
$42.4K - $46.3K
|
27.2K
$1.2M
|