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 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2.28K- 2.2% |
$121K - $156K
|
101K
$7.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-2.34K- 9.13% |
$124K - $160K
|
23.3K
$1.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.38K- 9.16% |
$126K - $163K
|
23.6K
$1.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2.48K- 39.43% |
$132K - $170K
|
3.82K
$292K
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.64K- 7.59% |
$140K - $181K
|
32.1K
$2.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.79K- 18.63% |
$148K - $191K
|
12.2K
$932K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-3.06K- 8.3% |
$163K - $210K
|
33.9K
$2.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.07K- 99.93% |
$163K - $211K
|
2
$153
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.12K- 1.29% |
$166K - $214K
|
239K
$18.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-3.14K- 1.63% |
$167K - $215K
|
190K
$14.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-3.16K- 8.46% |
$168K - $217K
|
34.3K
$2.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-3.51K- 1.9% |
$186K - $241K
|
181K
$13.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-3.56K- 2.86% |
$189K - $244K
|
121K
$9.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.59K- 24.14% |
$190K - $246K
|
11.3K
$863K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.69K- 2.87% |
$196K - $253K
|
125K
$9.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-3.97K- 4.24% |
$211K - $272K
|
89.6K
$6.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.42K- 32.38% |
$234K - $303K
|
9.23K
$706K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.45K- 1.69% |
$236K - $305K
|
259K
$19.8M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-4.61K- 4.08% |
$245K - $316K
|
108K
$8.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-4.68K- 6.37% |
$248K - $321K
|
68.7K
$5.26M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-4.82K- 1.64% |
$256K - $330K
|
289K
$22.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.99K- 2.72% |
$265K - $342K
|
178K
$13.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.27K- 19.22% |
$280K - $361K
|
22.2K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.45K- 11.2% |
$289K - $374K
|
43.2K
$3.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5.64K- 2.1% |
$299K - $387K
|
263K
$20.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.77K- 57.69% |
$306K - $395K
|
4.23K
$324K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.88K- 1.66% |
$312K - $403K
|
348K
$26.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-5.89K- 5.41% |
$313K - $404K
|
103K
$7.88M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.32K- 85.76% |
$336K - $433K
|
1.05K
$80.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-6.79K- 10.71% |
$360K - $465K
|
56.6K
$4.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-6.81K- 0.58% |
$361K - $466K
|
1.17M
$89.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-6.84K- 1.53% |
$363K - $469K
|
440K
$33.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-7.88K- 7.25% |
$418K - $540K
|
101K
$7.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-9.01K- 1.6% |
$478K - $618K
|
554K
$42.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-9.37K- 15.68% |
$497K - $642K
|
50.4K
$3.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-9.58K- 2.39% |
$509K - $657K
|
392K
$30M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-9.78K- 5.35% |
$519K - $670K
|
173K
$13.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-10.2K- 20.99% |
$539K - $696K
|
38.2K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.7K- 4.72% |
$570K - $736K
|
217K
$16.6M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-11.1K- 7.88% |
$589K - $761K
|
130K
$9.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-11.1K- 15.05% |
$590K - $761K
|
62.7K
$4.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-11.7K- 7.09% |
$624K - $805K
|
154K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-14.9K- 29.73% |
$793K - $1.02M
|
35.3K
$2.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-15K- 3.29% |
$794K - $1.03M
|
439K
$33.6M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-16.1K- 3.98% |
$853K - $1.1M
|
388K
$29.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-16.5K- 33.67% |
$877K - $1.13M
|
32.6K
$2.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.8K- 40.12% |
$944K - $1.22M
|
26.5K
$2.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-22.5K- 1.61% |
$1.2M - $1.55M
|
1.38M
$106M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
SELL
|
- |
-24K- 13.72% |
$1.27M - $1.64M
|
151K
$11.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25.2K- 61.19% |
$1.34M - $1.72M
|
16K
$1.22M
|