Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVSF)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSF) 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
|
- |
1.57MNew |
$72.5M - $73.7M
|
1.57M
$73.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
682K+ 110.41% |
$31.6M - $32.1M
|
1.3M
$61M
|
|
|
Aug 08, 2025
Q2 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
242K+ 92.17% |
$11.2M - $11.4M
|
504K
$23.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
42.7K+ 2.92% |
$1.97M - $2.01M
|
1.5M
$70.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
39.5K+ 1.5% |
$1.83M - $1.86M
|
2.66M
$125M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.3K+ 6.2% |
$1.17M - $1.19M
|
434K
$20.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
14.3K+ 25.91% |
$664K - $675K
|
69.7K
$3.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.4K+ 8.7% |
$530K - $538K
|
143K
$6.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9K+ 5.62% |
$503K - $511K
|
204K
$9.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
7.49K+ 31.73% |
$346K - $352K
|
31.1K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.49K+ 37.55% |
$254K - $258K
|
20.1K
$944K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.3KNew |
$199K - $202K
|
4.3K
$202K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.05K+ 1.15% |
$187K - $190K
|
357K
$16.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.85K+ 6.28% |
$178K - $181K
|
65.2K
$3.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
3.15K+ 10.66% |
$146K - $148K
|
32.7K
$1.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.8K+ 7.63% |
$130K - $132K
|
39.5K
$1.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.48K+ 3.67% |
$115K - $117K
|
70K
$3.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
2.16K+ 7.11% |
$100K - $102K
|
32.6K
$1.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.66K+ 12.54% |
$76.9K - $78.1K
|
14.9K
$700K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.42K+ 4.52% |
$65.8K - $66.8K
|
32.9K
$1.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.41K+ 11.51% |
$65.4K - $66.5K
|
13.7K
$642K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
429+ 2.16% |
$19.9K - $20.2K
|
20.3K
$951K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
173+ 0.31% |
$8.01K - $8.14K
|
56.5K
$2.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
144+ 1.62% |
$6.66K - $6.77K
|
9.04K
$424K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
57+ 1.09% |
$2.64K - $2.68K
|
5.28K
$248K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.29% |
$1.2K - $1.22K
|
8.91K
$418K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-275- 0.24% |
$12.7K - $12.9K
|
113K
$5.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-313- 6.16% |
$14.5K - $14.7K
|
4.77K
$224K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-324- 3.49% |
$15K - $15.2K
|
8.97K
$421K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-499- 1.14% |
$23.1K - $23.5K
|
43.2K
$2.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-753- 10.17% |
$34.8K - $35.4K
|
6.65K
$312K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-1.42K- 1.01% |
$65.6K - $66.7K
|
139K
$6.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-10.5K- 5.25% |
$484K - $492K
|
189K
$8.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-20.7K- 67.05% |
$958K - $973K
|
10.2K
$477K
|