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 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.55K- 2.13% |
$440K - $494K
|
256K
$22.4M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-6.22K- 6.0% |
$493K - $554K
|
97.4K
$8.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.33K- 10.0% |
$502K - $564K
|
57K
$5M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6.69K- 1.63% |
$530K - $596K
|
404K
$35.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-6.77K- 8.65% |
$537K - $603K
|
71.5K
$6.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-6.84K- 2.26% |
$542K - $609K
|
296K
$26M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-12.1K- 10.51% |
$962K - $1.08M
|
103K
$9.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-17.2K- 8.2% |
$1.36M - $1.53M
|
192K
$16.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-22.7K- 3.86% |
$1.8M - $2.02M
|
565K
$49.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-33.7K- 30.58% |
$2.67M - $3M
|
76.5K
$6.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-70K- 50.38% |
$5.55M - $6.23M
|
68.9K
$6.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
SELL
|
- |
-461K- 39.23% |
$36.6M - $41.1M
|
715K
$62.8M
|