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 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-5.31K- 6.05% |
$315K - $395K
|
82.5K
$6.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.98K- 2.16% |
$414K - $519K
|
316K
$23.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-8.31K- 2.42% |
$493K - $618K
|
335K
$25M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-8.78K- 0.58% |
$521K - $653K
|
1.51M
$113M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.7K- 10.53% |
$692K - $868K
|
99.2K
$7.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-13.5K- 1.51% |
$800K - $1M
|
881K
$65.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-22.4K- 7.8% |
$1.33M - $1.67M
|
265K
$19.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-25.3K- 10.02% |
$1.5M - $1.88M
|
227K
$16.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-25.4K- 35.96% |
$1.51M - $1.89M
|
45.2K
$3.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-28.2K- 3.0% |
$1.67M - $2.1M
|
914K
$68.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-31.8K- 36.2% |
$1.89M - $2.36M
|
56K
$4.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-44K- 41.94% |
$2.61M - $3.27M
|
60.9K
$4.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-50.1K- 31.77% |
$2.97M - $3.72M
|
108K
$8.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-298K- 10.46% |
$17.7M - $22.1M
|
2.55M
$190M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-312K- 15.52% |
$18.5M - $23.2M
|
1.7M
$127M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.45M- 38.2% |
$85.9M - $108M
|
2.34M
$175M
|