Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
578New |
$32.9K - $39.4K
|
578
$41.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
573+ 1.67% |
$32.6K - $39.1K
|
35K
$2.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
570+ 0.58% |
$32.4K - $38.9K
|
99.4K
$7.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
555+ 0.38% |
$31.6K - $37.9K
|
147K
$10.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
522+ 9.31% |
$29.7K - $35.6K
|
6.13K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
451+ 501.11% |
$25.6K - $30.8K
|
541
$38.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
394+ 7.24% |
$22.4K - $26.9K
|
5.84K
$420K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
388+ 2.73% |
$22.1K - $26.5K
|
14.6K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
379+ 6.52% |
$21.5K - $25.9K
|
6.19K
$445K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
337+ 1.74% |
$19.2K - $23K
|
19.7K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
315+ 214.29% |
$17.9K - $21.5K
|
462
$33.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
293+ 1.6% |
$16.7K - $20K
|
18.6K
$1.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
285+ 5.44% |
$16.2K - $19.4K
|
5.53K
$398K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
280+ 3.91% |
$15.9K - $19.1K
|
7.43K
$535K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
278+ 36.72% |
$15.8K - $19K
|
1.04K
$74.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
253+ 1.15% |
$14.4K - $17.3K
|
22.2K
$1.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
250+ 23.34% |
$14.2K - $17.1K
|
1.32K
$95K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
243+ 7.82% |
$13.8K - $16.6K
|
3.35K
$241K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
221+ 59.25% |
$12.6K - $15.1K
|
594
$42.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
221New |
$12.6K - $15.1K
|
221
$15.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
219New |
$12.5K - $14.9K
|
219
$15.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
212+ 0.34% |
$12.1K - $14.5K
|
63.5K
$4.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
BUY
|
- |
174+ 0.87% |
$9.89K - $11.9K
|
20.2K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
149+ 2.01% |
$8.47K - $10.2K
|
7.55K
$543K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
145+ 0.08% |
$8.24K - $9.89K
|
191K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
121+ 0.61% |
$6.88K - $8.25K
|
19.9K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
83+ 6.96% |
$4.72K - $5.66K
|
1.28K
$91.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
40New |
$2.27K - $2.73K
|
40
$2.88K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
40+ 0.42% |
$2.27K - $2.73K
|
9.59K
$690K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
37+ 3700.0% |
$2.1K - $2.52K
|
38
$2.73K
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
32+ 0.41% |
$1.82K - $2.18K
|
7.81K
$561K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
28+ 0.59% |
$1.59K - $1.91K
|
4.77K
$343K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
22+ 0.12% |
$1.25K - $1.5K
|
18.8K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
19+ 0.44% |
$1.08K - $1.3K
|
4.36K
$313K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
19+ 0.39% |
$1.08K - $1.3K
|
4.93K
$354K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16+ 3.59% |
$910 - $1.09K
|
462
$33.2K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
15+ 0.4% |
$853 - $1.02K
|
3.75K
$269K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13New |
$739 - $887
|
13
$935
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
9+ 0.2% |
$512 - $614
|
4.53K
$326K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6+ 0.17% |
$341 - $409
|
3.55K
$255K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2+ 12.5% |
$114 - $136
|
18
$1.29K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$56.9 - $68.2
|
1
$71.9
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.0% |
$56.9 - $68.2
|
27.4K
$1.97M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$56.9 - $68.2
|
194K
$13.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.0% |
$56.9 - $68.2
|
31.5K
$2.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-8- 0.98% |
$455 - $546
|
810
$58.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-9- 0.07% |
$512 - $614
|
13.2K
$948K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-46- 0.55% |
$2.62K - $3.14K
|
8.36K
$601K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-61- 0.1% |
$3.47K - $4.16K
|
63.1K
$4.54M
|