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 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.5K+ 7.16% |
$79.4K - $102K
|
22.4K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.49K+ 1.58% |
$79.2K - $102K
|
95.8K
$7.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.47K+ 1.8% |
$78K - $101K
|
83K
$6.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.46K+ 8.16% |
$77.7K - $100K
|
19.4K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1.43K+ 0.98% |
$76.1K - $98.2K
|
147K
$11.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.42K+ 6.64% |
$75.5K - $97.5K
|
22.8K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.42K+ 2.67% |
$75.2K - $97.1K
|
54.5K
$4.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.42K+ 17.06% |
$75.1K - $97K
|
9.71K
$758K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.39K+ 2.03% |
$73.5K - $94.9K
|
69.6K
$5.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.38K+ 4.15% |
$73.3K - $94.6K
|
34.6K
$2.71M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.38K+ 6.08% |
$73.1K - $94.4K
|
24K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.31K+ 25.8% |
$69.4K - $89.7K
|
6.38K
$498K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.3K+ 0.15% |
$69.1K - $89.2K
|
869K
$67.8M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.3K+ 15.55% |
$68.8K - $88.9K
|
9.64K
$753K
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.29K+ 1.69% |
$68.7K - $88.7K
|
77.7K
$6.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.25K+ 15.06% |
$66.5K - $85.9K
|
9.58K
$748K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.23K+ 0.69% |
$65.5K - $84.6K
|
181K
$14.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.23K+ 10.21% |
$65.1K - $84K
|
13.2K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.21K+ 1.81% |
$64K - $82.6K
|
67.8K
$5.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
1.16K+ 5.14% |
$61.5K - $79.4K
|
23.7K
$1.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.16K+ 5.36% |
$61.5K - $79.4K
|
22.7K
$1.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.15K+ 6.18% |
$60.9K - $78.7K
|
19.7K
$1.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 0.53% |
$59.7K - $77K
|
213K
$16.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.11K+ 74.0% |
$58.9K - $76.1K
|
2.61K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1.06K+ 1.09% |
$56.4K - $72.9K
|
98.2K
$7.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.03K+ 3.55% |
$54.7K - $70.6K
|
30.1K
$2.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.01KNew |
$53.8K - $69.4K
|
1.01K
$79.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
935+ 2.8% |
$49.6K - $64.1K
|
34.4K
$2.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
921+ 19.69% |
$48.9K - $63.1K
|
5.6K
$437K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
862+ 1.84% |
$45.8K - $59.1K
|
47.7K
$3.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
831+ 21.72% |
$44.1K - $57K
|
4.66K
$364K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
826+ 4.27% |
$43.8K - $56.6K
|
20.2K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
825+ 1.66% |
$43.8K - $56.5K
|
50.5K
$3.94M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
823+ 84.15% |
$43.7K - $56.4K
|
1.8K
$141K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
785+ 1.45% |
$41.7K - $53.8K
|
54.9K
$4.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
782+ 6.75% |
$41.5K - $53.6K
|
12.4K
$966K
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
734+ 10.73% |
$39K - $50.3K
|
7.57K
$592K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
706+ 3.3% |
$37.5K - $48.4K
|
22.1K
$1.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
680+ 2.38% |
$36.1K - $46.6K
|
29.2K
$2.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
673+ 7.78% |
$35.7K - $46.1K
|
9.32K
$728K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
669+ 4.91% |
$35.5K - $45.9K
|
14.3K
$1.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
640+ 0.38% |
$34K - $43.9K
|
171K
$13.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
604+ 20.86% |
$32.1K - $41.4K
|
3.5K
$273K
|
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
594+ 6.38% |
$31.5K - $40.7K
|
9.91K
$774K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
593+ 2.12% |
$31.5K - $40.6K
|
28.5K
$2.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
568+ 5.38% |
$30.1K - $38.9K
|
11.1K
$870K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
549+ 13.1% |
$29.1K - $37.6K
|
4.74K
$370K
|
|
|
Nov 12, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
528+ 0.3% |
$28K - $36.2K
|
179K
$13.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
526+ 2.45% |
$27.9K - $36.1K
|
22K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
502+ 1.73% |
$26.6K - $34.4K
|
29.6K
$2.31M
|