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 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-107- 1.07% |
$8.48K - $9.53K
|
9.91K
$871K
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-127- 0.07% |
$10.1K - $11.3K
|
175K
$15.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-155- 1.51% |
$12.3K - $13.8K
|
10.1K
$887K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-157- 0.81% |
$12.4K - $14K
|
19.2K
$1.68M
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-179- 5.74% |
$14.2K - $15.9K
|
2.94K
$258K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-182- 2.06% |
$14.4K - $16.2K
|
8.65K
$760K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-186- 1.15% |
$14.7K - $16.6K
|
16K
$1.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-187- 7.39% |
$14.8K - $16.6K
|
2.34K
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-190- 56.21% |
$15.1K - $16.9K
|
148
$13K
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-200- 0.9% |
$15.8K - $17.8K
|
22.1K
$1.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Define Financial, LLC
San Diego, CA |
SELL
|
- |
-332- 0.13% |
$26.3K - $29.6K
|
263K
$23.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-345- 1.03% |
$27.3K - $30.7K
|
33.1K
$2.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-436- 0.07% |
$34.5K - $38.8K
|
598K
$52.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-484- 7.5% |
$38.4K - $43.1K
|
5.97K
$524K
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-485- 11.5% |
$38.4K - $43.2K
|
3.73K
$328K
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-556- 19.18% |
$44.1K - $49.5K
|
2.34K
$206K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-594- 1.88% |
$47.1K - $52.9K
|
31.1K
$2.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-650- 9.26% |
$51.5K - $57.9K
|
6.37K
$560K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-677- 8.17% |
$53.6K - $60.3K
|
7.61K
$668K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-705- 0.65% |
$55.9K - $62.8K
|
107K
$9.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-724- 3.14% |
$57.4K - $64.5K
|
22.4K
$1.96M
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-738- 3.95% |
$58.5K - $65.7K
|
17.9K
$1.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-788- 4.5% |
$62.4K - $70.2K
|
16.7K
$1.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-815- 6.76% |
$64.6K - $72.6K
|
11.2K
$988K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-861- 0.36% |
$68.2K - $76.7K
|
237K
$20.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-880- 1.0% |
$69.7K - $78.3K
|
87.1K
$7.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-920- 0.61% |
$72.9K - $81.9K
|
150K
$13.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-958- 1.75% |
$75.9K - $85.3K
|
53.7K
$4.71M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-968- 2.92% |
$76.7K - $86.2K
|
32.2K
$2.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.23K- 3.92% |
$97.4K - $109K
|
30.1K
$2.65M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.36K- 1.52% |
$107K - $121K
|
88.1K
$7.74M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.38K- 14.63% |
$109K - $123K
|
8.04K
$706K
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-1.39K- 1.38% |
$110K - $123K
|
99.3K
$8.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-1.45K- 0.44% |
$115K - $129K
|
329K
$28.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.55K- 4.06% |
$123K - $138K
|
36.6K
$3.22M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.56K- 2.25% |
$124K - $139K
|
67.7K
$5.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-1.76K- 1.38% |
$139K - $157K
|
125K
$11M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.83K- 1.27% |
$145K - $163K
|
142K
$12.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-1.87K- 8.26% |
$148K - $166K
|
20.7K
$1.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.87K- 1.8% |
$148K - $166K
|
102K
$8.95M
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-1.88K- 2.03% |
$149K - $167K
|
90.5K
$7.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.96K- 0.94% |
$155K - $174K
|
207K
$18.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-2.35K- 1.44% |
$186K - $209K
|
161K
$14.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.42K- 1.58% |
$192K - $216K
|
151K
$13.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-3.11K- 4.8% |
$246K - $277K
|
61.7K
$5.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.37K- 1.9% |
$267K - $300K
|
174K
$15.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.56K- 1.95% |
$282K - $317K
|
179K
$15.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-3.94K- 2.83% |
$312K - $351K
|
135K
$11.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-4.42K- 6.47% |
$350K - $394K
|
63.9K
$5.61M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.87K- 8.86% |
$386K - $434K
|
50.1K
$4.4M
|