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 |
|---|---|---|---|---|---|---|---|
|
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
$20.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-44- 12.75% |
$1.87K - $2.28K
|
301
$17.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-80- 55.17% |
$3.39K - $4.14K
|
65
$3.73K
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-81- 1.87% |
$3.43K - $4.19K
|
4.25K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-120- 8.78% |
$5.09K - $6.21K
|
1.25K
$71.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-171- 42.64% |
$7.25K - $8.85K
|
230
$13.2K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-245- 96.08% |
$10.4K - $12.7K
|
10
$573
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-400- 3.2% |
$17K - $20.7K
|
12.1K
$692K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-460- 94.46% |
$19.5K - $23.8K
|
27
$1.55K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-476- 38.98% |
$20.2K - $24.6K
|
745
$42.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-655- 4.87% |
$27.8K - $33.9K
|
12.8K
$734K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-734- 8.86% |
$31.1K - $38K
|
7.56K
$433K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-860- 61.17% |
$36.5K - $44.5K
|
546
$31.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-878- 13.43% |
$37.2K - $45.4K
|
5.66K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.22K- 27.9% |
$94K - $115K
|
5.73K
$328K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.28K- 12.21% |
$96.4K - $118K
|
16.4K
$937K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-2.43K- 4.48% |
$103K - $126K
|
51.9K
$2.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.55K- 19.56% |
$108K - $132K
|
10.5K
$601K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.68K- 15.93% |
$114K - $139K
|
14.1K
$810K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.64K- 41.5% |
$154K - $188K
|
5.13K
$294K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.09K- 25.31% |
$174K - $212K
|
12.1K
$692K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-4.26K- 6.21% |
$180K - $220K
|
64.4K
$3.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.07K- 41.06% |
$215K - $262K
|
7.27K
$417K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-5.22K- 26.63% |
$221K - $270K
|
14.4K
$824K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-5.97K- 32.67% |
$253K - $309K
|
12.3K
$706K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.65K- 13.6% |
$282K - $344K
|
42.2K
$2.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.12K- 18.56% |
$344K - $420K
|
35.6K
$2.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.6K- 8.11% |
$661K - $808K
|
177K
$10.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-16.5K- 26.63% |
$701K - $856K
|
45.6K
$2.61M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45.3K- 18.66% |
$1.92M - $2.35M
|
198K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-75.1K- 60.93% |
$3.18M - $3.89M
|
48.2K
$2.76M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-361K- 69.96% |
$15.3M - $18.7M
|
155K
$8.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-408K- 69.71% |
$17.3M - $21.1M
|
177K
$10.1M
|