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 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.71K+ 13.98% |
$664K - $732K
|
79.2K
$6.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.57K+ 43.19% |
$654K - $722K
|
31.7K
$2.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
9.54K+ 5.03% |
$652K - $719K
|
199K
$15.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.52K+ 12.89% |
$651K - $718K
|
83.4K
$6.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
9.37K+ 274.74% |
$641K - $707K
|
12.8K
$999K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.37K+ 5.93% |
$640K - $707K
|
167K
$13.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
9.32KNew |
$637K - $703K
|
9.32K
$728K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
9.02K+ 223.93% |
$616K - $680K
|
13.1K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
8.87K+ 12.28% |
$606K - $669K
|
81.1K
$6.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.86K+ 105.49% |
$606K - $668K
|
17.3K
$1.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
8.84KNew |
$604K - $667K
|
8.84K
$691K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8.83K+ 5.36% |
$603K - $666K
|
173K
$13.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
8.75KNew |
$598K - $659K
|
8.75K
$683K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.71K+ 48.38% |
$595K - $657K
|
26.7K
$2.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
8.49K+ 8.65% |
$580K - $640K
|
107K
$8.33M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.46KNew |
$578K - $638K
|
8.46K
$661K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.42KNew |
$576K - $635K
|
8.42K
$658K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.29KNew |
$566K - $625K
|
8.29K
$647K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.14K+ 14.14% |
$556K - $613K
|
65.6K
$5.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
7.63K+ 1.43% |
$521K - $575K
|
540K
$42.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
7.55K+ 10.43% |
$516K - $569K
|
79.9K
$6.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
7.53KNew |
$515K - $568K
|
7.53K
$588K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7.51K+ 3.57% |
$513K - $566K
|
218K
$17M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.33K+ 23.7% |
$501K - $553K
|
38.3K
$2.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.78K+ 269.61% |
$463K - $511K
|
9.29K
$726K
|
|
|
Nov 10, 2025
Q3 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
6.75K+ 8.45% |
$461K - $509K
|
86.6K
$6.77M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.53K+ 2.62% |
$446K - $493K
|
256K
$20M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6.51K+ 31.45% |
$445K - $491K
|
27.2K
$2.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
6.36KNew |
$435K - $480K
|
6.36K
$497K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
6.29K+ 13.23% |
$430K - $474K
|
53.9K
$4.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
6.23KNew |
$426K - $470K
|
6.23K
$487K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.19KNew |
$423K - $466K
|
6.19K
$483K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.1K+ 38.26% |
$417K - $460K
|
22.1K
$1.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
6.09K+ 8.06% |
$416K - $459K
|
81.7K
$6.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.07KNew |
$415K - $458K
|
6.07K
$474K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.02K+ 17.55% |
$412K - $454K
|
40.3K
$3.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.94K+ 9.98% |
$406K - $448K
|
65.5K
$5.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
5.92K+ 4.91% |
$405K - $447K
|
127K
$9.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.67K+ 6.12% |
$388K - $428K
|
98.4K
$7.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
5.62KNew |
$384K - $424K
|
5.62K
$439K
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5.51KNew |
$376K - $415K
|
5.51K
$430K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
5.51KNew |
$376K - $415K
|
5.51K
$430K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.49K+ 28.43% |
$375K - $414K
|
24.8K
$1.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
5.46KNew |
$373K - $412K
|
5.46K
$426K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.41KNew |
$370K - $408K
|
5.41K
$422K
|
|
|
Nov 10, 2025
Q3 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
5.4K+ 5.33% |
$369K - $407K
|
107K
$8.33M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.31K+ 2.97% |
$362K - $400K
|
184K
$14.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.29K+ 17.72% |
$361K - $399K
|
35.1K
$2.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.15K+ 4.5% |
$352K - $388K
|
120K
$9.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.11KNew |
$349K - $385K
|
5.11K
$399K
|