Purchases and Sales Made in Q3 2025 in American Centy ETF Tr Avantis (AVES)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVES) 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 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
13.3K+ 9.12% |
$712K - $771K
|
159K
$9.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
12.3K+ 9.39% |
$657K - $711K
|
143K
$8.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 8.14% |
$608K - $659K
|
151K
$8.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.54K+ 113.39% |
$457K - $495K
|
16.1K
$922K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
6.29K+ 3.24% |
$337K - $365K
|
200K
$11.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.56KNew |
$190K - $206K
|
3.56K
$204K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.51KNew |
$188K - $203K
|
3.51K
$201K
|
|
|
Oct 14, 2025
Q3 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
1.88K+ 2.3% |
$101K - $109K
|
83.5K
$4.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.59K+ 1.61% |
$84.9K - $91.9K
|
100K
$5.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
453+ 0.29% |
$24.2K - $26.3K
|
156K
$8.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
315+ 0.31% |
$16.9K - $18.3K
|
103K
$5.91M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
200+ 800.0% |
$10.7K - $11.6K
|
225
$12.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
100+ 54.95% |
$5.35K - $5.8K
|
282
$16.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-142- 1.4% |
$7.6K - $8.23K
|
10K
$575K
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-382- 8.76% |
$20.4K - $22.1K
|
3.98K
$228K
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-800- 3.12% |
$42.8K - $46.4K
|
24.8K
$1.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.45K- 20.34% |
$77.6K - $84K
|
5.68K
$326K
|