Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVES)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVES) 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 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.99K+ 416.56% |
$83.5K - $107K
|
2.46K
$141K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.96K+ 2.58% |
$82.5K - $105K
|
78.1K
$4.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.82K+ 32.2% |
$76.5K - $97.6K
|
7.47K
$429K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.82K+ 21.63% |
$76.3K - $97.4K
|
10.2K
$585K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.73K+ 5.37% |
$72.5K - $92.5K
|
33.8K
$1.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.41K+ 30.24% |
$59.3K - $75.7K
|
6.08K
$348K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.37K+ 11.76% |
$57.4K - $73.2K
|
13K
$744K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.35K+ 9.0% |
$56.7K - $72.3K
|
16.3K
$937K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.32K+ 82.0% |
$55.5K - $70.8K
|
2.93K
$168K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.27K+ 21.34% |
$53.5K - $68.3K
|
7.24K
$415K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
893+ 5.32% |
$37.5K - $47.9K
|
17.7K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
741New |
$31.1K - $39.7K
|
741
$42.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
610+ 5.22% |
$25.6K - $32.7K
|
12.3K
$704K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
510New |
$21.4K - $27.4K
|
510
$29.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
424New |
$17.8K - $22.7K
|
424
$24.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
267+ 0.17% |
$11.2K - $14.3K
|
156K
$8.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
165+ 0.97% |
$6.93K - $8.85K
|
17.3K
$990K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
137+ 1.74% |
$5.76K - $7.35K
|
8.02K
$460K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
97+ 5.6% |
$4.08K - $5.2K
|
1.83K
$105K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
80+ 1.4% |
$3.36K - $4.29K
|
5.81K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
65+ 25.59% |
$2.73K - $3.49K
|
319
$18.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
58+ 1.37% |
$2.44K - $3.11K
|
4.3K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17New |
$714 - $912
|
17
$975
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9+ 1.55% |
$378 - $483
|
590
$33.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5+ 0.05% |
$210 - $268
|
10.2K
$583K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.02% |
$168 - $215
|
16.3K
$937K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3+ 0.04% |
$126 - $161
|
6.72K
$385K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$42 - $53.6
|
60.2K
$3.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 1.67% |
$42 - $53.6
|
61
$3.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-10- 0.06% |
$420 - $536
|
17.4K
$999K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10- 0.07% |
$420 - $536
|
13.6K
$777K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-20- 1.65% |
$840 - $1.07K
|
1.19K
$68.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-92- 0.88% |
$3.87K - $4.93K
|
10.4K
$597K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-100- 2.19% |
$4.2K - $5.36K
|
4.47K
$256K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-112- 65.12% |
$4.71K - $6.01K
|
60
$3.44K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-203- 0.87% |
$8.53K - $10.9K
|
23.3K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-264- 2.05% |
$11.1K - $14.2K
|
12.6K
$724K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-301- 48.24% |
$12.6K - $16.1K
|
323
$18.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-364- 2.93% |
$15.3K - $19.5K
|
12.1K
$692K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-481- 25.76% |
$20.2K - $25.8K
|
1.39K
$79.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-483- 3.28% |
$20.3K - $25.9K
|
14.2K
$817K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-698- 6.86% |
$29.3K - $37.4K
|
9.48K
$544K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-920- 8.21% |
$38.7K - $49.3K
|
10.3K
$589K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1K- 10.59% |
$42K - $53.6K
|
8.44K
$484K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.18K- 4.72% |
$49.6K - $63.3K
|
23.8K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.23K- 1.18% |
$51.5K - $65.7K
|
103K
$5.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.61K- 2.25% |
$67.7K - $86.5K
|
69.9K
$4.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.03K- 7.35% |
$85.4K - $109K
|
25.6K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.53K- 45.35% |
$106K - $136K
|
3.05K
$175K
|