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 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-178- 0.79% |
$9.45K - $12.2K
|
22.4K
$1.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-179- 66.3% |
$9.5K - $12.3K
|
91
$7.06K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-189- 0.95% |
$10K - $13K
|
19.8K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-195- 5.27% |
$10.4K - $13.4K
|
3.5K
$272K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-204- 2.4% |
$10.8K - $14K
|
8.3K
$644K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-204- 2.15% |
$10.8K - $14K
|
9.31K
$722K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-209- 3.27% |
$11.1K - $14.3K
|
6.19K
$480K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-221- 2.41% |
$11.7K - $15.1K
|
8.93K
$693K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-221- 7.17% |
$11.7K - $15.1K
|
2.86K
$222K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-233- 6.14% |
$12.4K - $16K
|
3.56K
$276K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-257- 9.27% |
$13.6K - $17.6K
|
2.51K
$195K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-258- 0.86% |
$13.7K - $17.7K
|
29.9K
$2.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-271- 2.03% |
$14.4K - $18.6K
|
13.1K
$1.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-296- 4.84% |
$15.7K - $20.3K
|
5.82K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-300- 2.85% |
$15.9K - $20.6K
|
10.2K
$794K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-327- 2.66% |
$17.4K - $22.4K
|
12K
$929K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-333- 9.0% |
$17.7K - $22.8K
|
3.37K
$261K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-361- 8.32% |
$19.2K - $24.7K
|
3.98K
$309K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-370- 1.67% |
$19.6K - $25.4K
|
21.8K
$1.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-374- 1.49% |
$19.9K - $25.6K
|
24.7K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-379- 0.66% |
$20.1K - $26K
|
57.1K
$4.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-382- 0.39% |
$20.3K - $26.2K
|
97K
$7.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-400- 44.35% |
$21.2K - $27.4K
|
502
$38.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-483- 1.69% |
$25.6K - $33.1K
|
28K
$2.18M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-490- 6.18% |
$26K - $33.6K
|
7.44K
$577K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-502- 0.38% |
$26.6K - $34.4K
|
130K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-528- 1.32% |
$28K - $36.2K
|
39.6K
$3.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-528- 3.78% |
$28K - $36.2K
|
13.5K
$1.04M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-545- 16.3% |
$28.9K - $37.4K
|
2.8K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-550- 0.82% |
$29.2K - $37.7K
|
66.4K
$5.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-621- 1.83% |
$33K - $42.6K
|
33.4K
$2.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-659- 79.98% |
$35K - $45.2K
|
165
$12.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-750- 2.42% |
$39.8K - $51.4K
|
30.2K
$2.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-840- 1.1% |
$44.6K - $57.6K
|
75.6K
$5.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-848- 2.18% |
$45K - $58.1K
|
38K
$2.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-849- 2.38% |
$45.1K - $58.2K
|
34.9K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.02K- 6.69% |
$53.9K - $69.6K
|
14.2K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.14K- 11.09% |
$60.6K - $78.2K
|
9.15K
$710K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.15K- 9.94% |
$61K - $78.8K
|
10.4K
$809K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.24K- 1.72% |
$65.7K - $84.8K
|
70.5K
$5.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.24K- 0.61% |
$66K - $85.3K
|
201K
$15.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.32K- 54.63% |
$69.9K - $90.2K
|
1.09K
$84.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.59K- 7.26% |
$84.3K - $109K
|
20.3K
$1.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.63K- 31.63% |
$86.6K - $112K
|
3.53K
$274K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-1.67K- 4.64% |
$88.5K - $114K
|
34.2K
$2.66M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-1.68K- 2.82% |
$89.3K - $115K
|
58.1K
$4.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 0.4% |
$89.9K - $116K
|
424K
$32.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.72K- 4.96% |
$91.4K - $118K
|
33K
$2.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1.77K- 4.79% |
$94.1K - $122K
|
35.2K
$2.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.85K- 10.25% |
$98.1K - $127K
|
16.2K
$1.26M
|