Purchases and Sales Made in Q3 2025 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.24KNew |
$574K - $645K
|
7.24K
$636K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.94K+ 3.72% |
$550K - $618K
|
194K
$17M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6.89K+ 12.45% |
$546K - $614K
|
62.3K
$5.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
6.69K+ 248.66% |
$530K - $596K
|
9.39K
$825K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
6.69K+ 3.77% |
$530K - $596K
|
184K
$16.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
6.4K+ 21.81% |
$507K - $569K
|
35.7K
$3.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.99K+ 2.65% |
$475K - $533K
|
232K
$20.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
5.88K+ 2.53% |
$466K - $523K
|
238K
$20.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.29K+ 6.71% |
$419K - $471K
|
84.1K
$7.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.2K+ 44.7% |
$412K - $463K
|
16.8K
$1.48M
|
|
|
Oct 28, 2025
Q3 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
5.15K+ 21.09% |
$408K - $459K
|
29.6K
$2.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.07K+ 49.75% |
$402K - $452K
|
15.3K
$1.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
5.05KNew |
$400K - $450K
|
5.05K
$444K
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
5.02K+ 1.11% |
$398K - $447K
|
457K
$40.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.5K+ 1.4% |
$356K - $400K
|
325K
$28.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4.49K+ 2.9% |
$356K - $400K
|
160K
$14M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3.78K+ 20.03% |
$300K - $337K
|
22.7K
$1.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
3.61K+ 4.37% |
$286K - $321K
|
86.3K
$7.58M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
3.45K+ 17.57% |
$274K - $308K
|
23.1K
$2.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.44K+ 1463.83% |
$273K - $306K
|
3.68K
$323K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.43K+ 59.67% |
$272K - $306K
|
9.19K
$807K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
3.38K+ 2.36% |
$268K - $301K
|
147K
$12.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.38K+ 3.91% |
$268K - $301K
|
89.9K
$7.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.08K+ 17.77% |
$244K - $274K
|
20.4K
$1.79M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3K+ 1.47% |
$237K - $267K
|
207K
$18.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.81K+ 2.7% |
$223K - $250K
|
107K
$9.41M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.77KNew |
$219K - $246K
|
2.77K
$243K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
2.63K+ 1.04% |
$208K - $234K
|
255K
$22.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.44K+ 17.59% |
$193K - $217K
|
16.3K
$1.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.43KNew |
$193K - $216K
|
2.43K
$213K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.37KNew |
$188K - $211K
|
2.37K
$208K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.28KNew |
$181K - $203K
|
2.28K
$200K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
2.17K+ 3.32% |
$172K - $193K
|
67.6K
$5.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
2.12KNew |
$168K - $189K
|
2.12K
$187K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.03K+ 11.36% |
$161K - $181K
|
19.9K
$1.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.98K+ 24.73% |
$157K - $176K
|
10K
$878K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.95K+ 5.66% |
$155K - $174K
|
36.4K
$3.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.75KNew |
$138K - $155K
|
1.75K
$153K
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
1.61K+ 5.5% |
$127K - $143K
|
30.8K
$2.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.53K+ 23.71% |
$121K - $136K
|
7.96K
$699K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.49K+ 5.24% |
$118K - $132K
|
29.9K
$2.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
1.47K+ 2.82% |
$116K - $131K
|
53.4K
$4.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.42K+ 7.13% |
$113K - $127K
|
21.4K
$1.88M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.36K+ 1.26% |
$108K - $121K
|
109K
$9.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.29K+ 2.02% |
$103K - $115K
|
65.4K
$5.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.25K+ 3.16% |
$99.2K - $111K
|
40.9K
$3.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.23K+ 6.04% |
$97.3K - $109K
|
21.5K
$1.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.22K+ 2.36% |
$96.3K - $108K
|
52.7K
$4.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
1.18K+ 2.03% |
$93.3K - $105K
|
59.2K
$5.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.03KNew |
$81.7K - $91.8K
|
1.03K
$90.6K
|