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 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
134+ 0.64% |
$6.74K - $8.42K
|
21K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
124+ 2.74% |
$6.23K - $7.79K
|
4.64K
$299K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
92+ 836.36% |
$4.62K - $5.78K
|
103
$6.64K
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-63- 0.24% |
$3.17K - $3.96K
|
26.6K
$1.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-64- 5.36% |
$3.22K - $4.02K
|
1.13K
$72.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-75- 1.05% |
$3.77K - $4.71K
|
7.07K
$456K
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-129- 0.52% |
$6.48K - $8.11K
|
24.6K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-150- 1.62% |
$7.54K - $9.43K
|
9.12K
$588K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-167- 13.68% |
$8.4K - $10.5K
|
1.05K
$68K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-215- 1.8% |
$10.8K - $13.5K
|
11.7K
$756K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-317- 6.24% |
$15.9K - $19.9K
|
4.77K
$307K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-444- 0.46% |
$22.3K - $27.9K
|
95K
$6.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.05K- 9.94% |
$52.8K - $66K
|
9.52K
$614K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.22K- 10.7% |
$61.5K - $76.9K
|
10.2K
$658K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.38K- 2.37% |
$69.3K - $86.6K
|
56.7K
$3.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.72K- 3.8% |
$86.5K - $108K
|
43.5K
$2.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-2.37K- 11.56% |
$119K - $149K
|
18.2K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2.89K- 10.91% |
$145K - $182K
|
23.6K
$1.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-2.89K- 7.21% |
$145K - $182K
|
37.2K
$2.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.44K- 5.48% |
$274K - $342K
|
93.9K
$6.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-7.91K- 7.45% |
$398K - $497K
|
98.3K
$6.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-8.14K- 3.43% |
$409K - $512K
|
229K
$14.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-8.44K- 6.88% |
$424K - $530K
|
114K
$7.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-8.46K- 19.9% |
$425K - $532K
|
34.1K
$2.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-19K- 1.75% |
$954K - $1.19M
|
1.06M
$68.6M
|