Purchases and Sales Made in Q3 2025 in American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV) 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
|
Cwm, LLC
|
BUY
|
- |
63.9K+ 544.98% |
$3.95M - $4.31M
|
75.7K
$5.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
31.5KNew |
$1.94M - $2.12M
|
31.5K
$2.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
17.7K+ 73.97% |
$1.09M - $1.19M
|
41.5K
$2.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
9.84K+ 16.18% |
$608K - $663K
|
70.6K
$4.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6.48K+ 10.27% |
$401K - $437K
|
69.6K
$4.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
6.38K+ 6.3% |
$395K - $430K
|
108K
$7.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
4.17K+ 0.89% |
$258K - $281K
|
473K
$31.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
3.18K+ 6.99% |
$196K - $214K
|
48.6K
$3.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.79K+ 3.46% |
$110K - $120K
|
53.4K
$3.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
1.38K+ 2.53% |
$85K - $92.7K
|
55.7K
$3.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
873+ 93.17% |
$54K - $58.9K
|
1.81K
$122K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
126+ 0.17% |
$7.79K - $8.5K
|
74.8K
$5.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$61.8 - $67.4
|
5.07K
$342K
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-90- 1.89% |
$5.56K - $6.07K
|
4.68K
$316K
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-90- 0.34% |
$5.56K - $6.07K
|
26.5K
$1.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-233- 7.16% |
$14.4K - $15.7K
|
3.02K
$204K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.26K- 2.22% |
$78K - $85.1K
|
55.5K
$3.74M
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.87K- 1.38% |
$177K - $194K
|
205K
$13.8M
|