Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVSD)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSD) 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 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
660KNew |
$35.5M - $44.7M
|
660K
$45.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
16KNew |
$861K - $1.08M
|
16K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
14.6K+ 38.91% |
$789K - $992K
|
52.3K
$3.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
13.1K+ 6.42% |
$704K - $885K
|
216K
$14.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.43K+ 108.23% |
$400K - $503K
|
14.3K
$986K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.53KNew |
$298K - $375K
|
5.53K
$381K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.55K+ 54.7% |
$191K - $240K
|
10K
$691K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
3.39KNew |
$183K - $230K
|
3.39K
$234K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.05KNew |
$164K - $207K
|
3.05K
$210K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
2.81K+ 27.35% |
$151K - $190K
|
13.1K
$901K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.43K+ 10.09% |
$131K - $165K
|
26.5K
$1.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.04K+ 29.3% |
$110K - $138K
|
9.02K
$622K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.76K+ 14.84% |
$95K - $119K
|
13.7K
$942K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.16K+ 2.01% |
$62.2K - $78.2K
|
58.7K
$4.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
982+ 64.95% |
$52.9K - $66.5K
|
2.49K
$172K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
821+ 17.49% |
$44.2K - $55.6K
|
5.51K
$380K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
261+ 13050.0% |
$14.1K - $17.7K
|
263
$18.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
183New |
$9.85K - $12.4K
|
183
$12.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
175+ 43.32% |
$9.42K - $11.9K
|
579
$39.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
69+ 1.72% |
$3.72K - $4.67K
|
4.07K
$281K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
60+ 1.68% |
$3.23K - $4.06K
|
3.62K
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9+ 0.03% |
$485 - $610
|
26.2K
$1.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 1.31% |
$323 - $406
|
463
$31.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-114- 4.79% |
$6.14K - $7.72K
|
2.27K
$156K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-156- 1.6% |
$8.4K - $10.6K
|
9.6K
$662K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-161- 10.5% |
$8.67K - $10.9K
|
1.37K
$94.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-407- 1.86% |
$21.9K - $27.6K
|
21.5K
$1.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-609- 4.77% |
$32.8K - $41.3K
|
12.2K
$839K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-721- 2.25% |
$38.8K - $48.8K
|
31.3K
$2.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.06K- 15.46% |
$57.2K - $71.9K
|
5.81K
$400K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-2.27K- 8.85% |
$122K - $154K
|
23.4K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-2.93K- 10.54% |
$158K - $199K
|
24.9K
$1.72M
|