Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) 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 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.75K+ 17.92% |
$67.7K - $78.5K
|
11.5K
$511K
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.68K+ 7.36% |
$64.9K - $75.3K
|
24.4K
$1.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
1.66K+ 3.26% |
$64.1K - $74.3K
|
52.4K
$2.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.31K+ 5.13% |
$50.8K - $58.8K
|
26.8K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.15K+ 174.66% |
$44.6K - $51.7K
|
1.81K
$80.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.15K+ 4.1% |
$44.6K - $51.7K
|
29.2K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 8.92% |
$40.4K - $46.8K
|
12.7K
$566K
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
698+ 5.51% |
$27K - $31.4K
|
13.4K
$594K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
533+ 10.12% |
$20.7K - $23.9K
|
5.8K
$258K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
371+ 3.95% |
$14.4K - $16.7K
|
9.77K
$434K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
301+ 0.29% |
$11.7K - $13.5K
|
103K
$4.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
274+ 3.36% |
$10.6K - $12.3K
|
8.42K
$374K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
262+ 5.55% |
$10.2K - $11.8K
|
4.99K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
237New |
$9.18K - $10.6K
|
237
$10.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
172+ 0.85% |
$6.67K - $7.73K
|
20.4K
$906K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
147+ 2.18% |
$5.7K - $6.6K
|
6.89K
$306K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
97New |
$3.76K - $4.36K
|
97
$4.31K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
84+ 1.15% |
$3.26K - $3.77K
|
7.37K
$327K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
55+ 0.73% |
$2.13K - $2.47K
|
7.57K
$337K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
48+ 0.18% |
$1.86K - $2.16K
|
27.3K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
41+ 0.72% |
$1.59K - $1.84K
|
5.76K
$256K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
16New |
$620 - $719
|
16
$711
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
7+ 10.45% |
$271 - $314
|
74
$3.29K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 1.09% |
$77.5 - $89.8
|
185
$8.22K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1+ 0.01% |
$38.8 - $44.9
|
8.33K
$370K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.72% |
$38.8 - $44.9
|
138
$6.13K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-4Closed |
$155 - $180
|
0
$0
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-6- 20.69% |
$233 - $270
|
23
$1.02K
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-16- 0.07% |
$620 - $719
|
21.8K
$967K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-30- 17.54% |
$1.16K - $1.35K
|
141
$6.26K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-95- 0.1% |
$3.68K - $4.27K
|
94K
$4.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-108- 17.28% |
$4.19K - $4.85K
|
517
$23K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-145- 0.12% |
$5.62K - $6.51K
|
125K
$5.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-309- 1.1% |
$12K - $13.9K
|
27.8K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-320- 6.13% |
$12.4K - $14.4K
|
4.9K
$218K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-365- 1.04% |
$14.1K - $16.4K
|
34.7K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-410- 6.48% |
$15.9K - $18.4K
|
5.91K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-607- 2.53% |
$23.5K - $27.3K
|
23.4K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-636- 4.25% |
$24.6K - $28.6K
|
14.3K
$636K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-644- 0.41% |
$25K - $28.9K
|
157K
$6.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-702- 1.3% |
$27.2K - $31.5K
|
53.3K
$2.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-901- 3.84% |
$34.9K - $40.5K
|
22.6K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 1.35% |
$43.9K - $50.8K
|
82.6K
$3.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.06K- 82.68% |
$79.9K - $92.6K
|
432
$19.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-2.37K- 5.14% |
$91.8K - $106K
|
43.7K
$1.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-2.75K- 7.72% |
$107K - $123K
|
32.8K
$1.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.92K- 3.0% |
$113K - $131K
|
94.4K
$4.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-3.14K- 0.86% |
$122K - $141K
|
363K
$16.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.74K- 98.5% |
$145K - $168K
|
57
$2.53K
|