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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-86- 32.82% |
$4.89K - $5.87K
|
176
$12.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-90- 2.31% |
$5.12K - $6.14K
|
3.81K
$274K
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-131- 0.73% |
$7.45K - $8.94K
|
17.8K
$1.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-153- 0.16% |
$8.7K - $10.4K
|
94K
$6.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-157- 0.29% |
$8.93K - $10.7K
|
54.3K
$3.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-160- 1.4% |
$9.1K - $10.9K
|
11.3K
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-171- 4.91% |
$9.72K - $11.7K
|
3.31K
$238K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-176- 2.7% |
$10K - $12K
|
6.34K
$456K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-217- 78.06% |
$12.3K - $14.8K
|
61
$4.39K
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-241- 0.63% |
$13.7K - $16.4K
|
38K
$2.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-260- 11.61% |
$14.8K - $17.7K
|
1.98K
$142K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-297- 2.64% |
$16.9K - $20.3K
|
11K
$789K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-369- 24.4% |
$21K - $25.2K
|
1.14K
$82.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-379- 1.59% |
$21.5K - $25.9K
|
23.5K
$1.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-380- 0.83% |
$21.6K - $25.9K
|
45.6K
$3.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-421- 1.95% |
$23.9K - $28.7K
|
21.1K
$1.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-435- 80.11% |
$24.7K - $29.7K
|
108
$7.77K
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-475- 0.77% |
$27K - $32.4K
|
61.2K
$4.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-509- 26.08% |
$28.9K - $34.7K
|
1.44K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-542- 0.67% |
$30.8K - $37K
|
80.8K
$5.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-603- 3.5% |
$34.3K - $41.1K
|
16.6K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-764- 3.6% |
$43.4K - $52.1K
|
20.5K
$1.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-810- 11.45% |
$46K - $55.3K
|
6.26K
$451K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-824- 86.74% |
$46.8K - $56.2K
|
126
$9.06K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-878- 17.01% |
$49.9K - $59.9K
|
4.28K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.1K- 14.54% |
$62.5K - $75K
|
6.46K
$465K
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-1.19K- 1.53% |
$67.9K - $81.4K
|
77K
$5.53M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.28K- 5.17% |
$72.5K - $87K
|
23.4K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.34K- 17.49% |
$76.3K - $91.5K
|
6.33K
$455K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.45K- 7.08% |
$82.4K - $98.9K
|
19K
$1.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.51K- 14.86% |
$85.8K - $103K
|
8.65K
$622K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 14.79% |
$88.2K - $106K
|
8.94K
$643K
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.59K- 1.8% |
$90.3K - $108K
|
86.5K
$6.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.72K- 0.67% |
$98K - $118K
|
254K
$18.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.74K- 1.05% |
$99.1K - $119K
|
165K
$11.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.84K- 3.09% |
$105K - $126K
|
57.7K
$4.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-2.18K- 0.89% |
$124K - $148K
|
243K
$17.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-2.19K- 14.32% |
$124K - $149K
|
13.1K
$941K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.21K- 0.45% |
$125K - $150K
|
488K
$35.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.23K- 1.22% |
$127K - $152K
|
180K
$12.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.23K- 24.25% |
$127K - $152K
|
6.98K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.43K- 34.86% |
$138K - $166K
|
4.55K
$327K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.47K- 26.35% |
$141K - $169K
|
6.91K
$497K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-2.51K- 2.11% |
$143K - $171K
|
117K
$8.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.59K- 34.54% |
$147K - $177K
|
4.91K
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.62K- 35.29% |
$149K - $179K
|
4.8K
$345K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.85K- 6.92% |
$162K - $194K
|
38.3K
$2.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 15.94% |
$162K - $195K
|
15.1K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-3.02K- 1.71% |
$172K - $206K
|
173K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.09K- 3.0% |
$176K - $211K
|
100K
$7.19M
|