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 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
131+ 1.67% |
$7.77K - $9.74K
|
7.99K
$596K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
109New |
$6.47K - $8.11K
|
109
$8.14K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
88+ 19.05% |
$5.22K - $6.54K
|
550
$41.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
83+ 1.71% |
$4.92K - $6.17K
|
4.94K
$369K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
63New |
$3.74K - $4.68K
|
63
$4.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
60+ 1.18% |
$3.56K - $4.46K
|
5.13K
$383K
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
60+ 1.72% |
$3.56K - $4.46K
|
3.54K
$264K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
55New |
$3.26K - $4.09K
|
55
$4.11K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
53New |
$3.14K - $3.94K
|
53
$3.96K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
18+ 0.39% |
$1.07K - $1.34K
|
4.66K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
14+ 0.05% |
$830 - $1.04K
|
27.1K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.06% |
$237 - $297
|
7K
$523K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.3% |
$237 - $297
|
1.34K
$100K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-31- 10.47% |
$1.84K - $2.31K
|
265
$19.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-47- 20.43% |
$2.79K - $3.49K
|
183
$13.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-134- 20.33% |
$7.95K - $9.96K
|
525
$39.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-185- 2.98% |
$11K - $13.8K
|
6.01K
$449K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-206- 6.71% |
$12.2K - $15.3K
|
2.86K
$214K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-217- 0.14% |
$12.9K - $16.1K
|
158K
$11.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-222- 1.11% |
$13.2K - $16.5K
|
19.8K
$1.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-273- 3.17% |
$16.2K - $20.3K
|
8.33K
$622K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-372- 0.28% |
$22.1K - $27.7K
|
130K
$9.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-382- 63.35% |
$22.7K - $28.4K
|
221
$16.5K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-394- 1.28% |
$23.4K - $29.3K
|
30.3K
$2.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-415- 10.68% |
$24.6K - $30.9K
|
3.47K
$259K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-432- 0.88% |
$25.6K - $32.1K
|
48.9K
$3.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-438- 4.65% |
$26K - $32.6K
|
8.98K
$670K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-537- 1.07% |
$31.9K - $39.9K
|
49.8K
$3.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-579- 3.17% |
$34.3K - $43.1K
|
17.7K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-600- 3.6% |
$35.6K - $44.6K
|
16.1K
$1.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-605- 9.43% |
$35.9K - $45K
|
5.81K
$434K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-615- 3.56% |
$36.5K - $45.7K
|
16.7K
$1.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-638- 14.09% |
$37.8K - $47.4K
|
3.89K
$290K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-970- 0.31% |
$57.5K - $72.1K
|
314K
$23.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.01K- 1.7% |
$60.2K - $75.4K
|
58.7K
$4.38M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.2K- 3.55% |
$71.2K - $89.2K
|
32.6K
$2.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.32K- 0.56% |
$78.1K - $97.9K
|
234K
$17.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-1.55K- 30.78% |
$92.1K - $115K
|
3.49K
$261K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-2.02K- 9.06% |
$120K - $150K
|
20.2K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.19K- 7.88% |
$130K - $163K
|
25.6K
$1.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.78K- 65.92% |
$165K - $207K
|
1.44K
$107K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-3.16K- 0.73% |
$187K - $235K
|
429K
$32M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-3.3K- 7.78% |
$196K - $245K
|
39.1K
$2.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.43K- 0.07% |
$204K - $255K
|
4.73M
$353M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-3.43K- 1.84% |
$204K - $255K
|
183K
$13.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-3.71K- 3.9% |
$220K - $276K
|
91.5K
$6.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.88K- 4.41% |
$230K - $289K
|
84.2K
$6.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.29K- 2.04% |
$254K - $319K
|
206K
$15.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.85K- 52.74% |
$288K - $361K
|
4.35K
$325K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-5.21K- 0.8% |
$309K - $388K
|
649K
$48.4M
|