Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) 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 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
473KNew |
$29.2M - $37.5M
|
473K
$39M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
73.5K+ 112.46% |
$4.54M - $5.83M
|
139K
$11.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
60.9KNew |
$3.76M - $4.83M
|
60.9K
$5.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
50.1KNew |
$3.1M - $3.98M
|
50.1K
$4.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
47.1K+ 12.56% |
$2.91M - $3.73M
|
422K
$34.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
43.7K+ 43.85% |
$2.7M - $3.47M
|
144K
$11.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
41.2K+ 10.83% |
$2.55M - $3.27M
|
422K
$34.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
32.7K+ 40.47% |
$2.02M - $2.59M
|
113K
$9.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
32.7K+ 45.06% |
$2.02M - $2.59M
|
105K
$8.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
32.2K+ 42.35% |
$1.99M - $2.55M
|
108K
$8.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
25.1K+ 8.23% |
$1.55M - $1.99M
|
331K
$27.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21.6K+ 9.97% |
$1.33M - $1.71M
|
238K
$19.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.3K+ 116.82% |
$1.32M - $1.69M
|
39.6K
$3.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
21.3K+ 9.49% |
$1.32M - $1.69M
|
246K
$20.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
19.9K+ 7.02% |
$1.23M - $1.58M
|
303K
$25M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
19.8K+ 3.54% |
$1.22M - $1.57M
|
579K
$47.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18.5K+ 3.19% |
$1.14M - $1.47M
|
599K
$49.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.7K+ 444.79% |
$1.03M - $1.32M
|
20.4K
$1.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
16K+ 23.92% |
$985K - $1.27M
|
82.7K
$6.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
15K+ 10.49% |
$929K - $1.19M
|
158K
$13.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
14.6K+ 16.4% |
$903K - $1.16M
|
104K
$8.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
13.9K+ 4.93% |
$857K - $1.1M
|
295K
$24.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
13.5K+ 2.56% |
$833K - $1.07M
|
540K
$44.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
12.2K+ 140.72% |
$752K - $966K
|
20.8K
$1.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
11.7K+ 7.03% |
$720K - $925K
|
178K
$14.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
11.1K+ 24.88% |
$684K - $879K
|
55.6K
$4.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10.9K+ 1.65% |
$676K - $868K
|
674K
$55.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10.4KNew |
$643K - $825K
|
10.4K
$858K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.03K+ 20.76% |
$558K - $717K
|
52.5K
$4.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
8.6K+ 14.8% |
$531K - $682K
|
66.7K
$5.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
8.56K+ 3.51% |
$528K - $679K
|
253K
$20.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
8.39KNew |
$518K - $666K
|
8.39K
$692K
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
7.73K+ 36.05% |
$477K - $613K
|
29.2K
$2.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6.91KNew |
$427K - $548K
|
6.91K
$570K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.29K+ 0.39% |
$388K - $499K
|
1.62M
$134M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.95K+ 7.13% |
$367K - $472K
|
89.4K
$7.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.15K+ 48.22% |
$318K - $408K
|
15.8K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5KNew |
$309K - $397K
|
5K
$412K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.94KNew |
$305K - $392K
|
4.94K
$407K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.67K+ 2.63% |
$288K - $370K
|
182K
$15M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
4.32K+ 2.07% |
$267K - $343K
|
213K
$17.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
4.17K+ 3.49% |
$257K - $330K
|
123K
$10.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
3.91K+ 6.49% |
$242K - $310K
|
64.2K
$5.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.85K+ 1.5% |
$238K - $305K
|
261K
$21.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.28K+ 3.58% |
$202K - $260K
|
94.8K
$7.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.15K+ 2.58% |
$195K - $250K
|
125K
$10.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.06K+ 3.67% |
$189K - $243K
|
86.5K
$7.13M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
3.01K+ 4.54% |
$186K - $239K
|
69.3K
$5.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3KNew |
$185K - $238K
|
3K
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
2.9K+ 6.28% |
$179K - $230K
|
49.1K
$4.05M
|