Purchases and Sales Made in Q3 2025 in American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG) 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 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
449KNew |
$18.4M - $19M
|
449K
$19M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
84.7K+ 971.05% |
$3.48M - $3.59M
|
93.4K
$3.95M
|
|
|
Oct 10, 2025
Q3 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
54.4K+ 8.73% |
$2.23M - $2.3M
|
677K
$28.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
50.7K+ 9.8% |
$2.08M - $2.14M
|
567K
$24M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
41.2K+ 8.87% |
$1.69M - $1.74M
|
505K
$21.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
30.4KNew |
$1.25M - $1.29M
|
30.4K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
26.6K+ 5.3% |
$1.09M - $1.13M
|
530K
$22.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
18.7K+ 3.92% |
$767K - $791K
|
496K
$20.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
15.5K+ 7.54% |
$634K - $654K
|
220K
$9.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 2.86% |
$596K - $615K
|
522K
$22.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
6.11K+ 4.29% |
$250K - $258K
|
149K
$6.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.01K+ 6.82% |
$206K - $212K
|
78.5K
$3.31M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
4.36K+ 3.38% |
$179K - $185K
|
133K
$5.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.14KNew |
$170K - $175K
|
4.14K
$175K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.96K+ 4.49% |
$121K - $125K
|
68.8K
$2.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.68K+ 4.14% |
$110K - $114K
|
67.5K
$2.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.8K+ 3.08% |
$73.7K - $76K
|
60K
$2.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
567+ 10.78% |
$23.3K - $24K
|
5.83K
$246K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
378+ 0.81% |
$15.5K - $16K
|
46.8K
$1.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
312+ 0.26% |
$12.8K - $13.2K
|
122K
$5.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
247+ 0.17% |
$10.1K - $10.5K
|
142K
$6M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
65+ 0.18% |
$2.67K - $2.75K
|
37.1K
$1.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
61+ 1.08% |
$2.5K - $2.58K
|
5.72K
$242K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 1.25% |
$287 - $296
|
565
$23.9K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-82- 1.49% |
$3.36K - $3.47K
|
5.41K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-279- 1.86% |
$11.4K - $11.8K
|
14.7K
$620K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-370- 1.4% |
$15.2K - $15.7K
|
26.1K
$1.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-371- 0.35% |
$15.2K - $15.7K
|
105K
$4.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-537- 2.75% |
$22K - $22.7K
|
19K
$804K
|
|
|
Oct 14, 2025
Q3 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-1.14K- 2.06% |
$46.9K - $48.4K
|
54.3K
$2.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-8.28K- 7.05% |
$340K - $350K
|
109K
$4.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.8K- 15.1% |
$1.26M - $1.3M
|
173K
$7.32M
|