Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC) 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 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.12M+ 9.73% |
$47.3M - $57.8M
|
12.6M
$665M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
451K+ 271.29% |
$19.1M - $23.3M
|
617K
$32.6M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
222K+ 111.86% |
$9.42M - $11.5M
|
421K
$22.2M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
194KNew |
$8.24M - $10.1M
|
194K
$10.3M
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
139K+ 20.16% |
$5.89M - $7.19M
|
828K
$43.7M
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
96.5K+ 2.82% |
$4.09M - $4.99M
|
3.52M
$186M
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
92.8K+ 316.05% |
$3.93M - $4.8M
|
122K
$6.45M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
90.7K+ 24.17% |
$3.85M - $4.7M
|
466K
$24.6M
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
77.7K+ 19.91% |
$3.29M - $4.02M
|
468K
$24.7M
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
64.2KNew |
$2.72M - $3.32M
|
64.2K
$3.39M
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
47.6KNew |
$2.02M - $2.46M
|
47.6K
$2.51M
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
45.7KNew |
$1.94M - $2.37M
|
45.7K
$2.42M
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
43KNew |
$1.82M - $2.23M
|
43K
$2.27M
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
33.8K+ 14.8% |
$1.43M - $1.75M
|
262K
$13.8M
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
29.2K+ 17.67% |
$1.24M - $1.51M
|
195K
$10.3M
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
24.2K+ 85.36% |
$1.03M - $1.25M
|
52.6K
$2.78M
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
22.3K+ 22.16% |
$947K - $1.16M
|
123K
$6.51M
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
18.7KNew |
$793K - $969K
|
18.7K
$989K
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
17.4K+ 719.48% |
$736K - $899K
|
19.8K
$1.04M
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
16.6KNew |
$703K - $858K
|
16.6K
$876K
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
13.9KNew |
$588K - $718K
|
13.9K
$733K
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
13.1K+ 100423.08% |
$553K - $676K
|
13.1K
$690K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13KNew |
$553K - $675K
|
13K
$689K
|
|
Jul 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
12.1K+ 9.49% |
$513K - $626K
|
140K
$7.37M
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
11K+ 37.15% |
$468K - $572K
|
40.8K
$2.15M
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 6.25% |
$453K - $553K
|
182K
$9.61M
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10.3K+ 3.99% |
$437K - $533K
|
268K
$14.2M
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
10.1K+ 53.13% |
$430K - $525K
|
29.3K
$1.55M
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
8.93K+ 115.73% |
$379K - $462K
|
16.6K
$879K
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
8.93KNew |
$378K - $462K
|
8.93K
$472K
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.41K+ 8.63% |
$356K - $435K
|
106K
$5.59M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.9K+ 21.62% |
$335K - $409K
|
44.4K
$2.35M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.06K+ 26.35% |
$257K - $314K
|
29.1K
$1.53M
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.51K+ 0.99% |
$233K - $285K
|
561K
$29.6M
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.45K+ 8.96% |
$231K - $282K
|
66.3K
$3.5M
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.18K+ 27.35% |
$220K - $268K
|
24.1K
$1.27M
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.17K+ 90.01% |
$219K - $268K
|
10.9K
$577K
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
4.73K+ 28.35% |
$201K - $245K
|
21.4K
$1.13M
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4.49KNew |
$190K - $232K
|
4.49K
$237K
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.29KNew |
$182K - $222K
|
4.29K
$227K
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.69K+ 7.7% |
$156K - $191K
|
51.6K
$2.73M
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.65KNew |
$155K - $189K
|
3.65K
$193K
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.53K+ 32.03% |
$150K - $183K
|
14.5K
$768K
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.22K+ 5.49% |
$137K - $167K
|
61.9K
$3.27M
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.74K+ 2.81% |
$116K - $142K
|
100K
$5.3M
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.71K+ 4.65% |
$115K - $140K
|
61K
$3.22M
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2.11K+ 37.84% |
$89.5K - $109K
|
7.69K
$406K
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.93K+ 6.2% |
$81.6K - $99.7K
|
33K
$1.74M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.91K+ 3.11% |
$80.8K - $98.6K
|
63.2K
$3.34M
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.89K+ 7.3% |
$80.1K - $97.8K
|
27.8K
$1.47M
|