Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.08MNew |
$57.4M - $74.2M
|
1.08M
$76.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
222K+ 116.59% |
$11.8M - $15.2M
|
412K
$29M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
180K+ 37.67% |
$9.55M - $12.3M
|
658K
$46.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
161K+ 41.2% |
$8.56M - $11.1M
|
553K
$39M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
156K+ 100.25% |
$8.28M - $10.7M
|
312K
$22M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
85.5KNew |
$4.54M - $5.86M
|
85.5K
$6.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
80.5KNew |
$4.27M - $5.51M
|
80.5K
$5.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
68.1KNew |
$3.61M - $4.67M
|
68.1K
$4.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
38.8K+ 6.46% |
$2.06M - $2.66M
|
640K
$45.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
38.8K+ 8.5% |
$2.06M - $2.66M
|
495K
$34.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
35.5K+ 8.32% |
$1.88M - $2.43M
|
462K
$32.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
34.9K+ 187.14% |
$1.85M - $2.39M
|
53.5K
$3.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
32K+ 7.05% |
$1.7M - $2.19M
|
485K
$34.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
26.6K+ 94.25% |
$1.41M - $1.82M
|
54.7K
$3.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
26K+ 17.69% |
$1.38M - $1.78M
|
173K
$12.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
25.4K+ 27.83% |
$1.35M - $1.74M
|
117K
$8.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
23.6K+ 75.03% |
$1.25M - $1.61M
|
55K
$3.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
23.4K+ 131.22% |
$1.24M - $1.6M
|
41.2K
$2.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
22.7K+ 15.11% |
$1.21M - $1.56M
|
173K
$12.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
22.2K+ 3.56% |
$1.18M - $1.52M
|
645K
$45.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
22.1K+ 31.32% |
$1.17M - $1.52M
|
92.7K
$6.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
22K+ 202.26% |
$1.17M - $1.5M
|
32.8K
$2.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
21.6K+ 7.41% |
$1.15M - $1.48M
|
313K
$22.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21.3K+ 5.04% |
$1.13M - $1.46M
|
444K
$31.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.2K+ 39.25% |
$1.13M - $1.45M
|
75.3K
$5.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
18.7KNew |
$994K - $1.28M
|
18.7K
$1.32M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
17.1K+ 14.21% |
$909K - $1.17M
|
138K
$9.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
14.8K+ 16.21% |
$786K - $1.01M
|
106K
$7.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
14.3K+ 7.28% |
$757K - $978K
|
210K
$14.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
13.7K+ 321.6% |
$729K - $941K
|
18K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
12.8K+ 4.16% |
$680K - $878K
|
321K
$22.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
12.6K+ 130.24% |
$669K - $864K
|
22.3K
$1.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
12.4K+ 21.79% |
$658K - $849K
|
69.2K
$4.88M
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
11KNew |
$581K - $751K
|
11K
$772K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.7K+ 4.25% |
$566K - $730K
|
261K
$18.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
10.6K+ 61.7% |
$561K - $724K
|
27.7K
$1.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.84K+ 4.1% |
$522K - $675K
|
250K
$17.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.76K+ 14.32% |
$518K - $669K
|
77.9K
$5.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.16K+ 36.4% |
$486K - $628K
|
34.3K
$2.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
9.06KNew |
$481K - $621K
|
9.06K
$639K
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
8.23K+ 18.2% |
$437K - $564K
|
53.4K
$3.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
8.13K+ 58.87% |
$432K - $557K
|
21.9K
$1.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.9K+ 0.78% |
$419K - $542K
|
1.02M
$72.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.87K+ 4.6% |
$418K - $539K
|
179K
$12.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.83K+ 91.63% |
$416K - $537K
|
16.4K
$1.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7.57K+ 12.75% |
$402K - $519K
|
66.9K
$4.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.19KNew |
$382K - $493K
|
7.19K
$507K
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
7.15K+ 7.39% |
$380K - $490K
|
104K
$7.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
6.53KNew |
$347K - $448K
|
6.53K
$461K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.39K+ 27.25% |
$339K - $438K
|
29.8K
$2.1M
|