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
|
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
|
|
|
Jul 24, 2025
Q2 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
3.87K+ 1.17% |
$230K - $288K
|
335K
$25M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.84KNew |
$228K - $286K
|
3.84K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.55KNew |
$211K - $264K
|
3.55K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.51KNew |
$208K - $261K
|
3.51K
$262K
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.5K+ 1.34% |
$208K - $260K
|
265K
$19.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3.11KNew |
$184K - $231K
|
3.11K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.06KNew |
$182K - $228K
|
3.06K
$229K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.8K+ 19.79% |
$166K - $208K
|
17K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.53K+ 14.19% |
$150K - $188K
|
20.4K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.47K+ 23.03% |
$146K - $183K
|
13.2K
$984K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2.47K+ 15.01% |
$146K - $183K
|
18.9K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.45K+ 27.07% |
$146K - $182K
|
11.5K
$860K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.19KNew |
$130K - $163K
|
2.19K
$163K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.95K+ 15.44% |
$116K - $145K
|
14.6K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.86K+ 4.27% |
$110K - $138K
|
45.4K
$3.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.67K+ 4.06% |
$99.1K - $124K
|
42.9K
$3.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.66K+ 5.46% |
$98.4K - $123K
|
32.1K
$2.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.65K+ 11.67% |
$98K - $123K
|
15.8K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.61KNew |
$95.7K - $120K
|
1.61K
$120K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.56KNew |
$92.5K - $116K
|
1.56K
$116K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.35K+ 11.83% |
$79.9K - $100K
|
12.7K
$950K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.33K+ 2.06% |
$78.7K - $98.7K
|
65.8K
$4.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.3K+ 5.62% |
$76.9K - $96.4K
|
24.3K
$1.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.2K+ 11.64% |
$70.9K - $88.9K
|
11.5K
$855K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.12K+ 5.92% |
$66.1K - $82.9K
|
19.9K
$1.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.07K+ 3.76% |
$63.5K - $79.6K
|
29.6K
$2.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1K+ 22.51% |
$59.5K - $74.6K
|
5.46K
$408K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
879+ 0.94% |
$52.1K - $65.4K
|
94.2K
$7.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
808+ 0.51% |
$47.9K - $60.1K
|
160K
$11.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
766+ 0.77% |
$45.4K - $57K
|
101K
$7.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
709+ 2.08% |
$42.1K - $52.7K
|
34.8K
$2.59M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
641+ 3.36% |
$38K - $47.7K
|
19.7K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
450+ 234.38% |
$26.7K - $33.5K
|
642
$47.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
405+ 29.56% |
$24K - $30.1K
|
1.78K
$133K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
365+ 1.75% |
$21.7K - $27.1K
|
21.3K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
283+ 2.48% |
$16.8K - $21K
|
11.7K
$873K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
282+ 1.9% |
$16.7K - $21K
|
15.1K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
267+ 0.38% |
$15.8K - $19.9K
|
69.7K
$5.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
258+ 1.16% |
$15.3K - $19.2K
|
22.5K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
248+ 0.82% |
$14.7K - $18.4K
|
30.3K
$2.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
219+ 0.93% |
$13K - $16.3K
|
23.8K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
207+ 1.35% |
$12.3K - $15.4K
|
15.6K
$1.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
195New |
$11.6K - $14.5K
|
195
$14.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
170+ 0.3% |
$10.1K - $12.6K
|
56.3K
$4.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
166+ 1.09% |
$9.85K - $12.3K
|
15.4K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
160New |
$9.49K - $11.9K
|
160
$11.9K
|