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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.01K+ 6.7% |
$79.6K - $89.5K
|
16K
$1.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
980+ 4.58% |
$77.7K - $87.2K
|
22.4K
$1.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
898New |
$71.2K - $79.9K
|
898
$78.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
884+ 7.97% |
$70K - $78.7K
|
12K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
784+ 9.34% |
$62.1K - $69.8K
|
9.18K
$806K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
746+ 2.03% |
$59.1K - $66.4K
|
37.5K
$3.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
714+ 1.41% |
$56.6K - $63.6K
|
51.4K
$4.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
631+ 32.08% |
$50K - $56.2K
|
2.6K
$228K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
630+ 3.91% |
$49.9K - $56.1K
|
16.7K
$1.47M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
524+ 11.84% |
$41.5K - $46.7K
|
4.95K
$435K
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
496+ 7.61% |
$39.3K - $44.2K
|
7.01K
$616K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
494+ 10.01% |
$39.1K - $44K
|
5.43K
$477K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
462New |
$36.6K - $41.1K
|
462
$40.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
444+ 0.09% |
$35.2K - $39.5K
|
474K
$41.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
439+ 3.58% |
$34.8K - $39.1K
|
12.7K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
434+ 0.43% |
$34.4K - $38.6K
|
102K
$8.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
413+ 0.64% |
$32.7K - $36.8K
|
64.6K
$5.67M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
406+ 2.69% |
$32.2K - $36.1K
|
15.5K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Divergent Planning, LLC
|
BUY
|
- |
391+ 0.07% |
$31K - $34.8K
|
532K
$46.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
379+ 68.41% |
$30K - $33.7K
|
933
$82K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
319+ 1.05% |
$25.3K - $28.4K
|
30.6K
$2.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
303+ 2.38% |
$24K - $27K
|
13.1K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
244+ 4066.67% |
$19.3K - $21.7K
|
250
$22K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
237+ 84.34% |
$18.8K - $21.1K
|
518
$45.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
235New |
$18.6K - $20.9K
|
235
$20.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
192+ 0.11% |
$15.2K - $17.1K
|
176K
$15.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
188+ 0.63% |
$14.9K - $16.7K
|
30.1K
$2.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
170+ 0.26% |
$13.5K - $15.1K
|
64.6K
$5.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135New |
$10.7K - $12K
|
135
$11.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
133New |
$10.5K - $11.8K
|
133
$11.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
117New |
$9.27K - $10.4K
|
117
$10.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
94+ 0.93% |
$7.45K - $8.37K
|
10.2K
$892K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
55+ 0.53% |
$4.36K - $4.9K
|
10.5K
$919K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
40+ 66.67% |
$3.17K - $3.56K
|
100
$8.79K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
37+ 1.2% |
$2.93K - $3.29K
|
3.13K
$275K
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
31+ 0.05% |
$2.46K - $2.76K
|
64.6K
$5.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
30New |
$2.38K - $2.67K
|
30
$2.64K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
27+ 0.33% |
$2.14K - $2.4K
|
8.32K
$731K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26+ 0.71% |
$2.06K - $2.31K
|
3.7K
$325K
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
14+ 0.09% |
$1.11K - $1.25K
|
15.7K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
11New |
$872 - $979
|
11
$966
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
8New |
$634 - $712
|
8
$703
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$158 - $178
|
2.82K
$247K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-5- 0.12% |
$396 - $445
|
4.04K
$355K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-8- 0.15% |
$634 - $712
|
5.21K
$458K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-22- 0.3% |
$1.74K - $1.96K
|
7.21K
$633K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-41- 46.07% |
$3.25K - $3.65K
|
48
$4.22K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-82- 0.21% |
$6.5K - $7.3K
|
38.5K
$3.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-103- 0.03% |
$8.16K - $9.17K
|
340K
$29.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-104- 0.27% |
$8.24K - $9.26K
|
37.9K
$3.33M
|