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 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-217- 0.56% |
$13.4K - $17.2K
|
38.6K
$3.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-224- 7.37% |
$13.8K - $17.8K
|
2.82K
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-228- 38.78% |
$14.1K - $18.1K
|
360
$31.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-232- 0.81% |
$14.3K - $18.4K
|
28.4K
$2.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-317- 10.36% |
$19.6K - $25.1K
|
2.74K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-327- 0.81% |
$20.2K - $25.9K
|
39.9K
$3.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-340- 6.81% |
$21K - $27K
|
4.65K
$409K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-400- 9.83% |
$24.7K - $31.7K
|
3.67K
$322K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-413- 42.71% |
$25.5K - $32.8K
|
554
$48.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-414- 4.21% |
$25.6K - $32.8K
|
9.42K
$827K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-454- 2.37% |
$28K - $36K
|
18.7K
$1.64M
|
|
|
Sep 03, 2025
Q2 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-485- 0.75% |
$30K - $38.5K
|
64.4K
$5.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-503- 1.35% |
$31.1K - $39.9K
|
36.8K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-503- 2.46% |
$31.1K - $39.9K
|
19.9K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-511- 1.35% |
$31.6K - $40.5K
|
37.4K
$3.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-523- 12.33% |
$32.3K - $41.5K
|
3.72K
$327K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-530- 3.19% |
$32.7K - $42K
|
16.1K
$1.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-530- 5.02% |
$32.7K - $42K
|
10K
$880K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-551- 2.51% |
$34K - $43.7K
|
21.4K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-589- 31.73% |
$36.4K - $46.7K
|
1.27K
$111K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-633- 65.19% |
$39.1K - $50.2K
|
338
$29.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-689- 1.34% |
$42.6K - $54.7K
|
50.6K
$4.45M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-696- 14.16% |
$43K - $55.2K
|
4.22K
$371K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-784- 0.57% |
$48.4K - $62.2K
|
136K
$11.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-830- 51.52% |
$51.3K - $65.8K
|
781
$68.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-832- 5.13% |
$51.4K - $66K
|
15.4K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-863- 11.26% |
$53.3K - $68.5K
|
6.8K
$598K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-911- 0.55% |
$56.3K - $72.3K
|
164K
$14.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-942- 1.47% |
$58.2K - $74.7K
|
63.3K
$5.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-952- 3.96% |
$58.8K - $75.5K
|
23.1K
$2.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-985- 5.66% |
$60.8K - $78.1K
|
16.4K
$1.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.02K- 7.79% |
$62.9K - $80.8K
|
12.1K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-1.09K- 6.49% |
$67.3K - $86.4K
|
15.7K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.18K- 1.41% |
$72.8K - $93.4K
|
82.5K
$7.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.25K- 2.98% |
$77.4K - $99.4K
|
40.8K
$3.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
SELL
|
- |
-1.28K- 0.28% |
$78.8K - $101K
|
452K
$39.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.29K- 2.45% |
$79.9K - $103K
|
51.5K
$4.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.29K- 3.07% |
$79.9K - $103K
|
40.8K
$3.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.37K- 0.94% |
$84.4K - $108K
|
144K
$12.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-1.41K- 7.44% |
$86.9K - $112K
|
17.5K
$1.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.44K- 1.61% |
$88.9K - $114K
|
88K
$7.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-1.52K- 1.73% |
$93.8K - $120K
|
86.4K
$7.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.61K- 1.06% |
$99.7K - $128K
|
151K
$13.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.62K- 2.03% |
$100K - $128K
|
78.3K
$6.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1.8K- 1.15% |
$111K - $143K
|
155K
$13.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1.83K- 3.32% |
$113K - $145K
|
53.1K
$4.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.86K- 2.65% |
$115K - $148K
|
68.4K
$6.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.93K- 2.37% |
$119K - $153K
|
79.4K
$6.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-2.27K- 3.4% |
$140K - $180K
|
64.6K
$5.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.3K- 4.02% |
$142K - $183K
|
55K
$4.83M
|