Purchases and Sales Made in Q3 2025 in American Centy ETF Tr Avantis (AVSE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSE) 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 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
35.6K+ 43.19% |
$2.08M - $2.28M
|
118K
$7.63M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.7K+ 30.92% |
$975K - $1.07M
|
70.7K
$4.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
6.84KNew |
$400K - $438K
|
6.84K
$442K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.84KNew |
$399K - $438K
|
6.84K
$442K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.56K+ 34.33% |
$208K - $228K
|
13.9K
$900K
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.5K+ 12.2% |
$146K - $160K
|
23K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.42K+ 6.01% |
$141K - $155K
|
42.7K
$2.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.35K+ 907.38% |
$79K - $86.6K
|
1.5K
$97K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
933New |
$54.5K - $59.8K
|
933
$60.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
274+ 3.7% |
$16K - $17.6K
|
7.68K
$496K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
256+ 3.84% |
$15K - $16.4K
|
6.93K
$448K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
232+ 6.72% |
$13.5K - $14.9K
|
3.69K
$238K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
67+ 0.89% |
$3.91K - $4.29K
|
7.61K
$492K
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
55+ 4.8% |
$3.21K - $3.52K
|
1.2K
$77.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 1.0% |
$292 - $320
|
504
$32.6K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-21- 0.78% |
$1.23K - $1.35K
|
2.68K
$173K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-26- 0.73% |
$1.52K - $1.67K
|
3.56K
$230K
|
|
|
Oct 30, 2025
Q3 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-47- 0.52% |
$2.74K - $3.01K
|
8.92K
$576K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-50- 1.36% |
$2.92K - $3.2K
|
3.63K
$234K
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-97- 0.69% |
$5.66K - $6.21K
|
13.9K
$900K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-137- 3.44% |
$8K - $8.78K
|
3.84K
$248K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-272- 3.16% |
$15.9K - $17.4K
|
8.34K
$539K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-300- 4.48% |
$17.5K - $19.2K
|
6.39K
$413K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-576- 13.22% |
$33.6K - $36.9K
|
3.78K
$244K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-702- 14.81% |
$41K - $45K
|
4.04K
$261K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.62K- 16.76% |
$94.5K - $104K
|
8.04K
$520K
|