Purchases and Sales Made in Q3 2025 in American Centy ETF Tr Avantis (AVSD)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSD) 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 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
5.3KNew |
$353K - $380K
|
5.3K
$380K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.19K+ 724.35% |
$279K - $301K
|
4.77K
$342K
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.1K+ 13.22% |
$206K - $222K
|
26.5K
$1.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
679+ 5.19% |
$45.2K - $48.7K
|
13.8K
$985K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
274+ 1.03% |
$18.3K - $19.6K
|
26.8K
$1.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 1.94% |
$600 - $645
|
472
$33.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-96- 1.65% |
$6.4K - $6.88K
|
5.71K
$409K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-385- 1.79% |
$25.6K - $27.6K
|
21.1K
$1.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-515- 0.88% |
$34.3K - $36.9K
|
58.2K
$4.17M
|