Purchases and Sales Made in Q3 2025 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
2.27MNew |
$155M - $171M
|
2.27M
$174M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.19M+ 551.11% |
$81.2M - $89.6M
|
1.4M
$108M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
564K+ 3.15% |
$38.6M - $42.6M
|
18.5M
$1.41B
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
506K+ 92.85% |
$34.6M - $38.1M
|
1.05M
$80.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
491K+ 32.54% |
$33.6M - $37M
|
2M
$153M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
419K+ 23.7% |
$28.6M - $31.6M
|
2.19M
$167M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
297KNew |
$20.3M - $22.4M
|
297K
$22.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
282K+ 7254.93% |
$19.2M - $21.2M
|
285K
$21.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
267K+ 3397.3% |
$18.2M - $20.1M
|
274K
$21M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
239K+ 1405.78% |
$16.3M - $18M
|
256K
$19.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
209K+ 152.04% |
$14.3M - $15.8M
|
347K
$26.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
202KNew |
$13.8M - $15.2M
|
202K
$15.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
195K+ 10.86% |
$13.3M - $14.7M
|
1.99M
$152M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
186KNew |
$12.7M - $14M
|
186K
$14.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
149KNew |
$10.2M - $11.3M
|
149K
$11.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
149K+ 5039.63% |
$10.2M - $11.2M
|
152K
$11.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
147K+ 47.12% |
$10M - $11.1M
|
458K
$35.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
134KNew |
$9.12M - $10.1M
|
134K
$10.2M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
127K+ 5.94% |
$8.67M - $9.57M
|
2.26M
$173M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
114K+ 17.26% |
$7.76M - $8.56M
|
771K
$59.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
110KNew |
$7.52M - $8.3M
|
110K
$8.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
107K+ 21.71% |
$7.29M - $8.05M
|
598K
$45.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
105K+ 28061.5% |
$7.17M - $7.91M
|
105K
$8.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
97.7K+ 683.17% |
$6.67M - $7.36M
|
112K
$8.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
73.1K+ 16.46% |
$4.99M - $5.51M
|
517K
$39.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
72.1K+ 2.76% |
$4.93M - $5.44M
|
2.69M
$206M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
70.4KNew |
$4.81M - $5.31M
|
70.4K
$5.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
66.7K+ 102.16% |
$4.56M - $5.03M
|
132K
$10.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
64.9KNew |
$4.43M - $4.89M
|
64.9K
$4.97M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
61.2K+ 508.1% |
$4.18M - $4.61M
|
73.2K
$5.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
61KNew |
$4.17M - $4.6M
|
61K
$4.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
58K+ 11.95% |
$3.97M - $4.38M
|
544K
$41.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
57.3KNew |
$3.91M - $4.32M
|
57.3K
$4.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
55.6K+ 32.11% |
$3.8M - $4.19M
|
229K
$17.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
53.8K+ 7.74% |
$3.68M - $4.06M
|
749K
$57.4M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
52.3KNew |
$3.57M - $3.94M
|
52.3K
$4M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
52KNew |
$3.56M - $3.92M
|
52K
$3.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
51.2K+ 58.7% |
$3.5M - $3.86M
|
138K
$10.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
50.8KNew |
$3.47M - $3.83M
|
50.8K
$3.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
49.7K+ 22.59% |
$3.4M - $3.75M
|
270K
$20.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
48.1K+ 4.71% |
$3.29M - $3.63M
|
1.07M
$82M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
48.1KNew |
$3.29M - $3.63M
|
48.1K
$3.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
45.3K+ 26.14% |
$3.09M - $3.41M
|
218K
$16.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
44.9KNew |
$3.07M - $3.39M
|
44.9K
$3.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
41.7K+ 22.91% |
$2.85M - $3.14M
|
224K
$17.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
37.4K+ 14.75% |
$2.56M - $2.82M
|
291K
$22.3M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
37.3KNew |
$2.55M - $2.81M
|
37.3K
$2.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
35.7K+ 65.28% |
$2.44M - $2.69M
|
90.5K
$6.93M
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
35.5K+ 963.56% |
$2.43M - $2.68M
|
39.2K
$3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
35.3KNew |
$2.41M - $2.67M
|
35.3K
$2.71M
|