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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
35.7K+ 65.28% |
$2.44M - $2.69M
|
90.5K
$7.07M
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
35.5K+ 963.56% |
$2.43M - $2.68M
|
39.2K
$3.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
35.3KNew |
$2.41M - $2.67M
|
35.3K
$2.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34.4K+ 5.97% |
$2.35M - $2.6M
|
611K
$47.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
34.3K+ 6.92% |
$2.34M - $2.58M
|
529K
$41.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
33.2K+ 17.75% |
$2.27M - $2.51M
|
220K
$17.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
32.9K+ 28.59% |
$2.25M - $2.48M
|
148K
$11.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
31.5K+ 678.08% |
$2.15M - $2.38M
|
36.1K
$2.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
31K+ 11.02% |
$2.12M - $2.34M
|
313K
$24.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.8K+ 103.87% |
$2.1M - $2.32M
|
60.4K
$4.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
30.2K+ 6016.73% |
$2.06M - $2.28M
|
30.7K
$2.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
29.5KNew |
$2.01M - $2.22M
|
29.5K
$2.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
29.3K+ 2.74% |
$2M - $2.21M
|
1.1M
$85.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
28.2K+ 5.94% |
$1.93M - $2.13M
|
503K
$39.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
27.7KNew |
$1.89M - $2.09M
|
27.7K
$2.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.7K+ 10.3% |
$1.82M - $2.01M
|
285K
$22.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
26.4KNew |
$1.8M - $1.99M
|
26.4K
$2.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
24.9KNew |
$1.7M - $1.88M
|
24.9K
$1.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
24.3KNew |
$1.66M - $1.83M
|
24.3K
$1.9M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23.7KNew |
$1.62M - $1.79M
|
23.7K
$1.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
21.7K+ 83.34% |
$1.48M - $1.64M
|
47.7K
$3.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
20.9K+ 73.18% |
$1.43M - $1.58M
|
49.4K
$3.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20.7KNew |
$1.41M - $1.56M
|
20.7K
$1.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
20.2KNew |
$1.38M - $1.52M
|
20.2K
$1.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
20.1K+ 10.86% |
$1.37M - $1.51M
|
205K
$16M
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
BUY
|
- |
19.9K+ 8.3% |
$1.36M - $1.5M
|
259K
$20.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
18.7KNew |
$1.28M - $1.41M
|
18.7K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
18.6K+ 79.88% |
$1.27M - $1.4M
|
41.9K
$3.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Libra Wealth LLC
|
BUY
|
- |
18.4K+ 12.17% |
$1.25M - $1.38M
|
169K
$13.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
18.3K+ 5.71% |
$1.25M - $1.38M
|
339K
$26.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
17.9K+ 1.76% |
$1.22M - $1.35M
|
1.04M
$80.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
17.1KNew |
$1.17M - $1.29M
|
17.1K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
16.9KNew |
$1.16M - $1.28M
|
16.9K
$1.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
16.3K+ 71.33% |
$1.11M - $1.23M
|
39.1K
$3.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
16.2K+ 72.91% |
$1.11M - $1.22M
|
38.5K
$3.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
16.2KNew |
$1.1M - $1.22M
|
16.2K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
15.9K+ 241.43% |
$1.08M - $1.2M
|
22.4K
$1.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
15.2K+ 2.81% |
$1.04M - $1.14M
|
554K
$43.3M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
14.7K+ 3.78% |
$1M - $1.11M
|
403K
$31.5M
|
|
|
Oct 28, 2025
Q3 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
14.1K+ 19.83% |
$964K - $1.06M
|
85.2K
$6.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
14.1K+ 26.32% |
$961K - $1.06M
|
67.5K
$5.27M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
13.4K+ 3.16% |
$915K - $1.01M
|
437K
$34.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
13.2K+ 121.45% |
$901K - $995K
|
24K
$1.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
13K+ 68.13% |
$887K - $979K
|
32.1K
$2.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
13K+ 30.05% |
$886K - $978K
|
56.1K
$4.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
12.6K+ 26.61% |
$864K - $953K
|
60.1K
$4.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
12.6K+ 4.2% |
$859K - $948K
|
312K
$24.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
11.7KNew |
$800K - $882K
|
11.7K
$914K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
11.7KNew |
$796K - $879K
|
11.7K
$910K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
11.4K+ 5.67% |
$782K - $863K
|
213K
$16.7M
|