Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.75MNew |
$104M - $130M
|
1.75M
$130M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
432K+ 110.6% |
$25.6M - $32.1M
|
822K
$61.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
401KNew |
$23.8M - $29.8M
|
401K
$29.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
214K+ 113.19% |
$12.7M - $15.9M
|
404K
$30.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
133K+ 32.38% |
$7.87M - $9.86M
|
542K
$40.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
96.2KNew |
$5.71M - $7.15M
|
96.2K
$7.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
89.4KNew |
$5.31M - $6.65M
|
89.4K
$6.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
87KNew |
$5.16M - $6.47M
|
87K
$6.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
57.1KNew |
$3.39M - $4.25M
|
57.1K
$4.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
55.2K+ 10.53% |
$3.27M - $4.1M
|
579K
$43.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
48.4KNew |
$2.87M - $3.6M
|
48.4K
$3.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
46.8KNew |
$2.78M - $3.48M
|
46.8K
$3.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
43.8K+ 24.46% |
$2.6M - $3.26M
|
223K
$16.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
42K+ 23.01% |
$2.49M - $3.12M
|
225K
$16.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
29.7K+ 6.36% |
$1.76M - $2.21M
|
497K
$37.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
29.1KNew |
$1.72M - $2.16M
|
29.1K
$2.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
28.9K+ 11.54% |
$1.71M - $2.15M
|
279K
$20.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
25.2K+ 4.22% |
$1.49M - $1.87M
|
622K
$46.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
22.4K+ 15.66% |
$1.33M - $1.67M
|
165K
$12.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
21.7K+ 6.46% |
$1.29M - $1.62M
|
358K
$26.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
20.7K+ 2.91% |
$1.23M - $1.54M
|
731K
$54.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
18K+ 24.15% |
$1.07M - $1.34M
|
92.3K
$6.89M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
17K+ 6.78% |
$1.01M - $1.27M
|
268K
$20M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
16K+ 123.78% |
$947K - $1.19M
|
28.9K
$2.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
14.8K+ 5.26% |
$878K - $1.1M
|
296K
$22.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14.6K+ 9.93% |
$868K - $1.09M
|
162K
$12.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
14K+ 78.13% |
$831K - $1.04M
|
31.9K
$2.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
11.2K+ 0.94% |
$664K - $832K
|
1.2M
$89.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 9.93% |
$616K - $772K
|
115K
$8.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
10.2K+ 9.92% |
$606K - $760K
|
113K
$8.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
9.66K+ 3.67% |
$573K - $718K
|
272K
$20.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.3K+ 217.78% |
$551K - $691K
|
13.6K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
8.91K+ 5.33% |
$528K - $662K
|
176K
$13.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
7.56KNew |
$448K - $562K
|
7.56K
$564K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.68K+ 5.25% |
$396K - $496K
|
134K
$9.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.5KNew |
$386K - $483K
|
6.5K
$485K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
6.38K+ 22.74% |
$378K - $474K
|
34.4K
$2.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.35K+ 49.65% |
$377K - $472K
|
19.1K
$1.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
5.99K+ 90.01% |
$355K - $445K
|
12.6K
$944K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.51K+ 22.14% |
$327K - $410K
|
30.4K
$2.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.51KNew |
$327K - $410K
|
5.51K
$411K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
5.15K+ 16.48% |
$306K - $383K
|
36.4K
$2.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.13K+ 10.69% |
$304K - $381K
|
53.1K
$3.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.13K+ 13.01% |
$304K - $381K
|
44.5K
$3.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.84K+ 2.23% |
$287K - $360K
|
222K
$16.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
4.44KNew |
$263K - $330K
|
4.44K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
4.19KNew |
$248K - $311K
|
4.19K
$313K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.09K+ 6.15% |
$243K - $304K
|
70.6K
$5.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.99KNew |
$236K - $296K
|
3.99K
$298K
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.96KNew |
$235K - $295K
|
3.96K
$296K
|