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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27+ 1.8% |
$1.43K - $1.85K
|
1.53K
$120K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
26+ 0.54% |
$1.38K - $1.78K
|
4.85K
$379K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 0.11% |
$1.01K - $1.3K
|
18.1K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18+ 10.34% |
$955 - $1.23K
|
192
$15K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
18+ 0.31% |
$955 - $1.23K
|
5.76K
$450K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 0.25% |
$849 - $1.1K
|
6.5K
$508K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
15+ 0.39% |
$796 - $1.03K
|
3.88K
$303K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
11+ 14.29% |
$584 - $754
|
88
$6.87K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
9+ 0.05% |
$478 - $617
|
16.7K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7New |
$372 - $480
|
7
$547
|
|
|
Jul 23, 2025
Q2 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
6+ 0.01% |
$318 - $411
|
72.4K
$5.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
5+ 1.67% |
$265 - $343
|
304
$23.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4+ 1.22% |
$212 - $274
|
331
$25.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 1.04% |
$212 - $274
|
388
$30.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4New |
$212 - $274
|
4
$312
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.14% |
$212 - $274
|
355
$27.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 4.17% |
$212 - $274
|
100
$7.81K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
3New |
$159 - $206
|
3
$234
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.29% |
$106 - $137
|
698
$54.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.02% |
$106 - $137
|
10.1K
$786K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2+ 3.77% |
$106 - $137
|
55
$4.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.34% |
$53.1 - $68.5
|
292
$22.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 0.07% |
$53.1 - $68.5
|
1.41K
$110K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4- 3.2% |
$212 - $274
|
121
$9.45K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-4- 0.47% |
$212 - $274
|
844
$65.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-9- 0.03% |
$478 - $617
|
26.7K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-13- 0.12% |
$690 - $891
|
10.9K
$848K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-21- 2.11% |
$1.11K - $1.44K
|
975
$76.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-23- 0.07% |
$1.22K - $1.58K
|
34.6K
$2.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-35- 25.36% |
$1.86K - $2.4K
|
103
$8.05K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-38- 1.11% |
$2.02K - $2.6K
|
3.39K
$265K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-41- 1.67% |
$2.18K - $2.81K
|
2.41K
$188K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-42- 30.22% |
$2.23K - $2.88K
|
97
$7.58K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-54- 0.11% |
$2.87K - $3.7K
|
50.3K
$3.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-55- 1.15% |
$2.92K - $3.77K
|
4.72K
$368K
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-62- 0.4% |
$3.29K - $4.25K
|
15.6K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-65- 28.63% |
$3.45K - $4.46K
|
162
$12.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-79- 1.42% |
$4.19K - $5.41K
|
5.47K
$427K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-81- 0.47% |
$4.3K - $5.55K
|
17.2K
$1.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-82- 52.23% |
$4.35K - $5.62K
|
75
$5.86K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-86- 1.47% |
$4.56K - $5.89K
|
5.77K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-90- 2.27% |
$4.78K - $6.17K
|
3.87K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-109- 1.66% |
$5.79K - $7.47K
|
6.46K
$505K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-113- 1.01% |
$6K - $7.75K
|
11.1K
$869K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-161- 1.11% |
$8.55K - $11K
|
14.3K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-164- 0.34% |
$8.71K - $11.2K
|
47.6K
$3.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-165- 1.8% |
$8.76K - $11.3K
|
9.01K
$704K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-176- 0.18% |
$9.34K - $12.1K
|
98.6K
$7.7M
|