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 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.53K+ 32.03% |
$150K - $183K
|
14.5K
$805K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.22K+ 5.49% |
$137K - $167K
|
61.9K
$3.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.74K+ 2.81% |
$116K - $142K
|
100K
$5.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.71K+ 4.65% |
$115K - $140K
|
61K
$3.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2.11K+ 37.84% |
$89.5K - $109K
|
7.69K
$426K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.93K+ 6.2% |
$81.6K - $99.7K
|
33K
$1.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.91K+ 3.11% |
$80.8K - $98.6K
|
63.2K
$3.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.89K+ 7.3% |
$80.1K - $97.8K
|
27.8K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.62KNew |
$68.5K - $83.6K
|
1.62K
$89.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.24K+ 153.09% |
$52.4K - $64K
|
2.05K
$113K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.15K+ 9.82% |
$48.9K - $59.7K
|
12.9K
$714K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
841+ 10.04% |
$35.6K - $43.5K
|
9.21K
$510K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
732+ 4.89% |
$31K - $37.9K
|
15.7K
$870K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
729+ 235.16% |
$30.9K - $37.7K
|
1.04K
$57.6K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
510+ 5.32% |
$21.6K - $26.4K
|
10.1K
$560K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
431+ 1.97% |
$18.3K - $22.3K
|
22.3K
$1.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
403+ 5.09% |
$17.1K - $20.9K
|
8.32K
$461K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
242+ 201.67% |
$10.3K - $12.5K
|
362
$20.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
235New |
$9.96K - $12.2K
|
235
$13K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
170New |
$7.21K - $8.8K
|
170
$9.42K
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
168+ 0.7% |
$7.12K - $8.7K
|
24.2K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
165+ 5.84% |
$6.99K - $8.54K
|
2.99K
$166K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
141New |
$5.98K - $7.3K
|
141
$7.81K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
46New |
$1.95K - $2.38K
|
46
$2.55K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
40+ 0.36% |
$1.7K - $2.07K
|
11.2K
$622K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.02% |
$84.8 - $104
|
8.71K
$483K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-31- 8.05% |
$1.31K - $1.6K
|
354
$19.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-44- 12.75% |
$1.87K - $2.28K
|
301
$16.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-80- 55.17% |
$3.39K - $4.14K
|
65
$3.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-81- 1.87% |
$3.43K - $4.19K
|
4.25K
$235K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-171- 42.64% |
$7.25K - $8.85K
|
230
$12.7K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-245- 96.08% |
$10.4K - $12.7K
|
10
$554
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-460- 94.46% |
$19.5K - $23.8K
|
27
$1.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-476- 38.98% |
$20.2K - $24.6K
|
745
$41.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-655- 4.87% |
$27.8K - $33.9K
|
12.8K
$709K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-734- 8.86% |
$31.1K - $38K
|
7.56K
$419K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-860- 61.17% |
$36.5K - $44.5K
|
546
$30.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-878- 13.43% |
$37.2K - $45.4K
|
5.66K
$314K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.28K- 12.21% |
$96.4K - $118K
|
16.4K
$906K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.55K- 19.56% |
$108K - $132K
|
10.5K
$581K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.68K- 15.93% |
$114K - $139K
|
14.1K
$783K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.64K- 41.5% |
$154K - $188K
|
5.13K
$284K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-4.26K- 6.21% |
$180K - $220K
|
64.4K
$3.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.07K- 41.06% |
$215K - $262K
|
7.27K
$403K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-5.22K- 26.63% |
$221K - $270K
|
14.4K
$797K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-5.97K- 32.67% |
$253K - $309K
|
12.3K
$682K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.65K- 13.6% |
$282K - $344K
|
42.2K
$2.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.12K- 18.56% |
$344K - $420K
|
35.6K
$1.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.6K- 8.11% |
$661K - $808K
|
177K
$9.79M
|