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 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-3.14K- 6.56% |
$178K - $214K
|
44.7K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3.24K- 1.13% |
$184K - $221K
|
284K
$20.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-3.48K- 12.32% |
$198K - $237K
|
24.7K
$1.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.63K- 1.11% |
$207K - $248K
|
324K
$23.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.67K- 30.72% |
$209K - $250K
|
8.27K
$595K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.76K- 11.7% |
$214K - $257K
|
28.4K
$2.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4.03K- 14.72% |
$229K - $275K
|
23.4K
$1.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-4.08K- 6.34% |
$232K - $278K
|
60.2K
$4.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.26K- 11.15% |
$242K - $291K
|
34K
$2.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.51K- 5.51% |
$256K - $307K
|
77.3K
$5.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-4.67K- 8.89% |
$265K - $318K
|
47.8K
$3.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-4.8K- 33.59% |
$273K - $327K
|
9.49K
$683K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.41K- 3.12% |
$308K - $369K
|
168K
$12.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-6.76K- 1.33% |
$384K - $461K
|
501K
$36M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-7.7K- 2.18% |
$438K - $525K
|
346K
$24.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-9.09K- 3.76% |
$517K - $620K
|
232K
$16.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-9.57K- 3.63% |
$544K - $652K
|
254K
$18.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-11.3K- 6.03% |
$640K - $768K
|
175K
$12.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.4K- 6.82% |
$703K - $843K
|
169K
$12.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-12.7K- 41.18% |
$722K - $867K
|
18.2K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-13.1K- 8.5% |
$744K - $892K
|
141K
$10.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-16.5K- 13.47% |
$940K - $1.13M
|
106K
$7.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.7K- 3.81% |
$1.06M - $1.28M
|
472K
$34M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-38.1K- 15.78% |
$2.17M - $2.6M
|
203K
$14.6M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-47.3K- 40.64% |
$2.69M - $3.23M
|
69K
$4.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-51K- 39.38% |
$2.9M - $3.48M
|
78.5K
$5.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-54.9K- 3.77% |
$3.12M - $3.75M
|
1.4M
$101M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-92.1K- 11.98% |
$5.24M - $6.29M
|
677K
$48.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-94.4K- 11.36% |
$5.37M - $6.44M
|
737K
$53M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-126K- 55.14% |
$7.14M - $8.56M
|
102K
$7.35M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-132K- 38.64% |
$7.49M - $8.98M
|
209K
$15M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-180K- 8.88% |
$10.2M - $12.3M
|
1.85M
$133M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-232K- 81.19% |
$13.2M - $15.8M
|
53.7K
$3.86M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-243K- 74.96% |
$13.8M - $16.5M
|
81K
$5.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-259K- 2.61% |
$14.7M - $17.6M
|
9.65M
$694M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-357K- 54.46% |
$20.3M - $24.3M
|
298K
$21.5M
|