Purchases and Sales Made in Q3 2025 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) 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 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
22.2K+ 6.12% |
$966K - $1.01M
|
385K
$17.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
22.2K+ 9.45% |
$965K - $1M
|
257K
$11.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
20.5K+ 6.07% |
$892K - $929K
|
358K
$15.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
18.5K+ 10.89% |
$805K - $839K
|
188K
$8.37M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13KNew |
$564K - $587K
|
13K
$575K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.9K+ 14.69% |
$564K - $587K
|
101K
$4.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
11.7K+ 13.12% |
$509K - $530K
|
101K
$4.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
9.97K+ 7.75% |
$434K - $452K
|
139K
$6.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
6.99K+ 4.45% |
$304K - $317K
|
164K
$7.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
6.95K+ 3.02% |
$302K - $315K
|
237K
$10.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.9K+ 4.43% |
$257K - $268K
|
139K
$6.19M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
5.89K+ 55.17% |
$257K - $267K
|
16.6K
$736K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.85K+ 8.68% |
$124K - $129K
|
35.7K
$1.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.81K+ 17.47% |
$122K - $127K
|
18.9K
$838K
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
BUY
|
- |
2.61K+ 0.83% |
$114K - $118K
|
317K
$14.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2.45K+ 8.41% |
$107K - $111K
|
31.6K
$1.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.88K+ 7.0% |
$81.7K - $85.1K
|
28.7K
$1.28M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.67K+ 1.64% |
$72.5K - $75.5K
|
103K
$4.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.4K+ 3.37% |
$60.7K - $63.2K
|
42.7K
$1.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.03K+ 20.66% |
$44.8K - $46.7K
|
6.02K
$267K
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
100+ 0.19% |
$4.35K - $4.53K
|
53.4K
$2.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
90+ 1.19% |
$3.92K - $4.08K
|
7.66K
$341K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
67+ 1.16% |
$2.92K - $3.04K
|
5.83K
$259K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
36+ 0.37% |
$1.57K - $1.63K
|
9.81K
$436K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
28+ 0.5% |
$1.22K - $1.27K
|
5.66K
$251K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9+ 1.06% |
$392 - $408
|
859
$38.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-45- 46.39% |
$1.96K - $2.04K
|
52
$2.31K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-51- 89.47% |
$2.22K - $2.31K
|
6
$267
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-120- 0.43% |
$5.22K - $5.44K
|
27.6K
$1.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-124- 0.05% |
$5.4K - $5.62K
|
234K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-166- 1.44% |
$7.23K - $7.53K
|
11.3K
$504K
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-1.76K- 0.59% |
$76.6K - $79.8K
|
296K
$13.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.13K- 28.88% |
$92.6K - $96.5K
|
5.24K
$233K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3.53K- 15.36% |
$153K - $160K
|
19.4K
$863K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.95K- 12.12% |
$216K - $225K
|
35.9K
$1.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-11.4K- 12.08% |
$496K - $517K
|
83K
$3.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-13.1K- 6.69% |
$569K - $592K
|
182K
$8.1M
|