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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
19.4KNew |
$1.2M - $1.54M
|
19.4K
$1.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18.5K+ 3.19% |
$1.14M - $1.47M
|
599K
$52.6M
|
|
|
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
$1.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
16.4K+ 60.37% |
$1.01M - $1.3M
|
43.5K
$3.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
16K+ 23.92% |
$985K - $1.27M
|
82.7K
$7.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
15.9K+ 10.3% |
$982K - $1.26M
|
170K
$15M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15.3K+ 19.01% |
$943K - $1.21M
|
95.6K
$8.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
15K+ 10.49% |
$929K - $1.19M
|
158K
$13.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
14.6K+ 16.4% |
$903K - $1.16M
|
104K
$9.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
13.9K+ 4.93% |
$857K - $1.1M
|
295K
$25.9M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
13.5K+ 97.17% |
$835K - $1.07M
|
27.4K
$2.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
13.5K+ 2.56% |
$833K - $1.07M
|
540K
$47.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
13.2K+ 17.96% |
$812K - $1.04M
|
86.4K
$7.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
12.2K+ 140.72% |
$752K - $966K
|
20.8K
$1.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12K+ 4.66% |
$744K - $955K
|
271K
$23.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
11.9KNew |
$738K - $947K
|
11.9K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
11.7K+ 7.03% |
$720K - $925K
|
178K
$15.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
11.5K+ 0.99% |
$712K - $915K
|
1.18M
$103M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
11.5K+ 12.5% |
$709K - $910K
|
103K
$9.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.4K+ 10.39% |
$701K - $900K
|
121K
$10.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
11.1K+ 24.88% |
$684K - $879K
|
55.6K
$4.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10.9K+ 1.65% |
$676K - $868K
|
674K
$59.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.8K+ 0.5% |
$668K - $859K
|
2.17M
$191M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.5KNew |
$645K - $829K
|
10.5K
$918K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10.4KNew |
$643K - $825K
|
10.4K
$914K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
10.1K+ 3.46% |
$624K - $801K
|
302K
$26.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.67K+ 36.8% |
$597K - $767K
|
35.9K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.07K+ 149.28% |
$560K - $719K
|
15.1K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.03K+ 20.76% |
$558K - $717K
|
52.5K
$4.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.67K+ 27.49% |
$536K - $688K
|
40.2K
$3.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
8.6K+ 14.8% |
$531K - $682K
|
66.7K
$5.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
8.56K+ 3.51% |
$528K - $679K
|
253K
$22.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.53KNew |
$527K - $676K
|
8.53K
$749K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
8.45K+ 0.34% |
$522K - $671K
|
2.49M
$219M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
8.44K+ 3.56% |
$521K - $670K
|
246K
$21.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
8.39KNew |
$518K - $666K
|
8.39K
$737K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
8.02KNew |
$495K - $636K
|
8.02K
$704K
|
|
|
Aug 12, 2025
Q2 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
8K+ 112.27% |
$494K - $634K
|
15.1K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
7.94K+ 5.77% |
$490K - $630K
|
146K
$12.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
7.73K+ 36.05% |
$477K - $613K
|
29.2K
$2.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.5K+ 0.57% |
$463K - $595K
|
1.32M
$116M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.42K+ 32.74% |
$458K - $588K
|
30.1K
$2.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
7.23K+ 6.94% |
$447K - $574K
|
111K
$9.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
7.09K+ 13.67% |
$438K - $562K
|
59K
$5.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.99K+ 42.04% |
$432K - $555K
|
23.6K
$2.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6.91KNew |
$427K - $548K
|
6.91K
$607K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.29K+ 0.39% |
$388K - $499K
|
1.62M
$143M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6.1K+ 4.68% |
$376K - $483K
|
136K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
6KNew |
$371K - $476K
|
6K
$527K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.98K+ 52.8% |
$369K - $474K
|
17.3K
$1.52M
|