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
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
78New |
$4.82K - $6.19K
|
78
$6.85K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
69+ 1.86% |
$4.26K - $5.47K
|
3.78K
$332K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
60+ 1.72% |
$3.71K - $4.76K
|
3.55K
$312K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
56+ 1.4% |
$3.46K - $4.44K
|
4.05K
$356K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
55+ 8.37% |
$3.4K - $4.36K
|
712
$62.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
49+ 6.31% |
$3.03K - $3.89K
|
826
$72.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
42New |
$2.59K - $3.33K
|
42
$3.69K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
42New |
$2.59K - $3.33K
|
42
$3.69K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 1.21% |
$2.1K - $2.7K
|
2.84K
$249K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
30+ 5.98% |
$1.85K - $2.38K
|
532
$46.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
27+ 0.7% |
$1.67K - $2.14K
|
3.86K
$339K
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
26+ 0.12% |
$1.61K - $2.06K
|
22.2K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 0.63% |
$1.17K - $1.51K
|
3.05K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
17New |
$1.05K - $1.35K
|
17
$1.49K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13New |
$803 - $1.03K
|
13
$1.14K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
8+ 0.04% |
$494 - $635
|
21.8K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6New |
$371 - $476
|
6
$527
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6New |
$371 - $476
|
6
$527
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
5+ 1.81% |
$309 - $397
|
281
$24.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
4New |
$247 - $317
|
4
$351
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
3+ 0.1% |
$185 - $238
|
2.9K
$255K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3+ 0.03% |
$185 - $238
|
10.1K
$884K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2+ 0.0% |
$124 - $159
|
1.05M
$92.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.06% |
$124 - $159
|
3.12K
$274K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 1.19% |
$61.8 - $79.3
|
85
$7.47K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 2.56% |
$61.8 - $79.3
|
40
$3.51K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1+ 3.85% |
$61.8 - $79.3
|
27
$2.37K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-5- 0.08% |
$309 - $397
|
6.23K
$548K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 0.13% |
$432 - $555
|
5.22K
$459K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-15- 0.32% |
$926 - $1.19K
|
4.68K
$411K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-27- 25.23% |
$1.67K - $2.14K
|
80
$7.03K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-52- 0.8% |
$3.21K - $4.12K
|
6.45K
$567K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-74- 0.48% |
$4.57K - $5.87K
|
15.5K
$1.36M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-81- 0.5% |
$5K - $6.42K
|
16.2K
$1.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-84- 2.68% |
$5.19K - $6.66K
|
3.06K
$268K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-88- 1.05% |
$5.43K - $6.98K
|
8.29K
$728K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-88- 0.79% |
$5.43K - $6.98K
|
11K
$969K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-105- 0.58% |
$6.48K - $8.33K
|
17.9K
$1.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-110- 1.5% |
$6.79K - $8.73K
|
7.23K
$635K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-110- 41.98% |
$6.79K - $8.73K
|
152
$13.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-125- 3.34% |
$7.72K - $9.92K
|
3.62K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-131- 0.11% |
$8.09K - $10.4K
|
115K
$10.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-139- 0.16% |
$8.58K - $11K
|
85K
$7.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-140- 0.55% |
$8.65K - $11.1K
|
25.3K
$2.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-151- 0.54% |
$9.33K - $12K
|
27.9K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-186- 0.87% |
$11.5K - $14.8K
|
21.2K
$1.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-188- 0.29% |
$11.6K - $14.9K
|
65K
$5.71M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-200- 1.51% |
$12.4K - $15.9K
|
13.1K
$1.15M
|