Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV) 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 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
259K+ 148.24% |
$13M - $16.3M
|
433K
$27.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
51.8K+ 28.33% |
$2.6M - $3.25M
|
235K
$15.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
49.5K+ 35.47% |
$2.49M - $3.11M
|
189K
$12.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.9K+ 29.94% |
$1.15M - $1.44M
|
99.2K
$6.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
19.4K+ 23.72% |
$976K - $1.22M
|
101K
$6.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
19.1K+ 13.47% |
$960K - $1.2M
|
161K
$10.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
18.3K+ 7.86% |
$918K - $1.15M
|
251K
$16.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
14.2K+ 147.79% |
$716K - $895K
|
23.9K
$1.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
13.1K+ 47.48% |
$658K - $823K
|
40.7K
$2.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
12.7K+ 2.78% |
$639K - $798K
|
469K
$30.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
11.7K+ 13.88% |
$588K - $735K
|
96K
$6.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.74KNew |
$489K - $612K
|
9.74K
$628K
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
9.03K+ 27.48% |
$454K - $567K
|
41.9K
$2.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
8.8K+ 18.16% |
$443K - $553K
|
57.3K
$3.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.77K+ 8.74% |
$390K - $488K
|
96.7K
$6.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.67K+ 95.85% |
$335K - $419K
|
13.6K
$879K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
5.65KNew |
$284K - $355K
|
5.65K
$365K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
5.57K+ 12.08% |
$280K - $350K
|
51.7K
$3.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
5.55K+ 11.38% |
$279K - $349K
|
54.4K
$3.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.98K+ 76.04% |
$250K - $313K
|
11.5K
$743K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.11K+ 45.28% |
$207K - $258K
|
13.2K
$850K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.11K+ 14.06% |
$207K - $258K
|
33.3K
$2.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.74KNew |
$188K - $235K
|
3.74K
$241K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.67KNew |
$185K - $231K
|
3.67K
$237K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.58K+ 1.75% |
$180K - $225K
|
208K
$13.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
3.25KNew |
$164K - $204K
|
3.25K
$210K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.22K+ 3.66% |
$162K - $203K
|
91.3K
$5.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.72K+ 2.33% |
$137K - $171K
|
119K
$7.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
2.03K+ 4.69% |
$102K - $128K
|
45.4K
$2.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.89KNew |
$95K - $119K
|
1.89K
$122K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.49K+ 22.36% |
$75.1K - $93.9K
|
8.18K
$527K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.47K+ 7.89% |
$73.9K - $92.4K
|
20.1K
$1.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.33K+ 35.53% |
$66.8K - $83.5K
|
5.07K
$327K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.21K+ 1.65% |
$60.9K - $76.2K
|
74.6K
$4.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
940+ 1.98% |
$47.3K - $59.1K
|
48.3K
$3.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
910+ 8.42% |
$45.7K - $57.2K
|
11.7K
$755K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
700+ 18.79% |
$35.2K - $44K
|
4.43K
$285K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
599+ 9.38% |
$30.1K - $37.6K
|
6.98K
$450K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
389+ 0.62% |
$19.6K - $24.4K
|
63.1K
$4.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
286+ 7.54% |
$14.4K - $18K
|
4.08K
$263K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
246+ 1.81% |
$12.4K - $15.5K
|
13.8K
$891K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
190+ 1.25% |
$9.55K - $11.9K
|
15.3K
$989K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
134+ 0.64% |
$6.74K - $8.42K
|
21K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
72+ 0.47% |
$3.62K - $4.52K
|
15.2K
$983K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
53New |
$2.66K - $3.33K
|
53
$3.42K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
30New |
$1.51K - $1.89K
|
30
$1.93K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18+ 0.05% |
$905 - $1.13K
|
33.9K
$2.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-46- 1.13% |
$2.31K - $2.89K
|
4.03K
$260K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-50- 2.65% |
$2.51K - $3.14K
|
1.84K
$118K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-52- 0.06% |
$2.61K - $3.27K
|
80.5K
$5.19M
|