Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.97K+ 0.79% |
$160K - $165K
|
508K
$21.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
3.46K+ 6.01% |
$140K - $144K
|
60.9K
$2.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.21K+ 10.41% |
$130K - $133K
|
34K
$1.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
2.74K+ 5.61% |
$111K - $114K
|
51.5K
$2.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.65K+ 4.18% |
$107K - $110K
|
65.9K
$2.78M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
2.46K+ 89.51% |
$99.3K - $102K
|
5.2K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.21K+ 1.75% |
$89.4K - $92.1K
|
129K
$5.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 6.29% |
$88.6K - $91.2K
|
37K
$1.57M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.93K+ 113.36% |
$78.2K - $80.5K
|
3.64K
$154K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.86KNew |
$75.3K - $77.6K
|
1.86K
$78.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.55K+ 0.73% |
$62.5K - $64.4K
|
213K
$8.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.51K+ 30.9% |
$60.8K - $62.6K
|
6.38K
$269K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.46KNew |
$59.1K - $60.9K
|
1.46K
$61.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.35K+ 67350.0% |
$54.4K - $56.1K
|
1.35K
$57K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.3K+ 10.09% |
$52.6K - $54.2K
|
14.2K
$600K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.12K+ 1.76% |
$45.3K - $46.7K
|
64.8K
$2.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
875+ 0.62% |
$35.4K - $36.4K
|
142K
$6.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
832+ 5.03% |
$33.6K - $34.6K
|
17.4K
$734K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
747+ 4.95% |
$30.2K - $31.1K
|
15.9K
$670K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
691+ 3.74% |
$27.9K - $28.8K
|
19.2K
$810K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
185+ 1.02% |
$7.48K - $7.7K
|
18.3K
$773K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
169+ 31.3% |
$6.83K - $7.03K
|
709
$30K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
162+ 0.28% |
$6.55K - $6.74K
|
58.3K
$2.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
105+ 1.15% |
$4.24K - $4.37K
|
9.25K
$391K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
64+ 1.14% |
$2.59K - $2.66K
|
5.66K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 1.82% |
$404 - $416
|
558
$23.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5+ 0.1% |
$202 - $208
|
5.26K
$222K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2+ 0.0% |
$80.8 - $83.2
|
409K
$17.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.08% |
$40.4 - $41.6
|
49
$2.07K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-68- 0.85% |
$2.75K - $2.83K
|
7.96K
$336K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-80- 1.0% |
$3.23K - $3.33K
|
7.96K
$336K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-107- 15.55% |
$4.32K - $4.45K
|
581
$24.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-150- 1.25% |
$6.06K - $6.24K
|
11.9K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-153- 33.85% |
$6.18K - $6.37K
|
299
$12.6K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-162- 22.85% |
$6.55K - $6.74K
|
547
$23.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-213- 1.4% |
$8.61K - $8.87K
|
15K
$632K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-270- 0.47% |
$10.9K - $11.2K
|
57.6K
$2.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-294- 0.71% |
$11.9K - $12.2K
|
40.9K
$1.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-385- 5.24% |
$15.6K - $16K
|
6.97K
$294K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-493- 6.67% |
$19.9K - $20.5K
|
6.9K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-563- 6.36% |
$22.8K - $23.4K
|
8.29K
$350K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-617- 10.1% |
$24.9K - $25.7K
|
5.49K
$232K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.04K- 5.03% |
$41.9K - $43.1K
|
19.6K
$826K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.07K- 1.35% |
$43.2K - $44.5K
|
78.4K
$3.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.5K- 14.69% |
$60.7K - $62.5K
|
8.73K
$369K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.82K- 1.69% |
$73.4K - $75.6K
|
106K
$4.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-2.44K- 14.32% |
$98.7K - $102K
|
14.6K
$618K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.53K- 2.11% |
$102K - $105K
|
117K
$4.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-3.51K- 1.92% |
$142K - $146K
|
179K
$7.57M
|