Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVSU)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSU) 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
|
- |
1.23MNew |
$67.9M - $84.4M
|
1.23M
$90.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
108K+ 472.66% |
$5.98M - $7.43M
|
131K
$9.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
50.5KNew |
$2.79M - $3.47M
|
50.5K
$3.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.7KNew |
$1.53M - $1.9M
|
27.7K
$2.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
23.7K+ 34.8% |
$1.31M - $1.63M
|
91.8K
$6.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.2K+ 152.67% |
$1.23M - $1.52M
|
36.7K
$2.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
16K+ 15.77% |
$883K - $1.1M
|
117K
$8.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14KNew |
$771K - $957K
|
14K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
11.1K+ 81.38% |
$611K - $759K
|
24.7K
$1.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
5.9KNew |
$326K - $405K
|
5.9K
$433K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
5.49K+ 8.41% |
$303K - $376K
|
70.7K
$5.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5.47K+ 30.22% |
$302K - $375K
|
23.6K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
4.96K+ 80.4% |
$274K - $340K
|
11.1K
$816K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
4.91K+ 149.01% |
$271K - $337K
|
8.21K
$602K
|
|
|
Aug 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
4.79KNew |
$264K - $328K
|
4.79K
$351K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.66K+ 73.75% |
$257K - $320K
|
11K
$806K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.25K+ 12.44% |
$235K - $292K
|
38.4K
$2.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.96K+ 16.44% |
$219K - $272K
|
28.1K
$2.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.16K+ 41.96% |
$174K - $217K
|
10.7K
$784K
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
3.11K+ 22.56% |
$172K - $213K
|
16.9K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.17K+ 43380.0% |
$120K - $149K
|
2.17K
$160K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.16K+ 4.88% |
$119K - $148K
|
46.4K
$3.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.05K+ 1.8% |
$113K - $140K
|
116K
$8.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
1.48K+ 12.28% |
$81.7K - $101K
|
13.5K
$992K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.1K+ 114.05% |
$60.5K - $75.2K
|
2.06K
$151K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
695+ 0.5% |
$38.4K - $47.7K
|
139K
$10.2M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
544+ 70.1% |
$30K - $37.3K
|
1.32K
$96.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
389+ 2.51% |
$21.5K - $26.7K
|
15.9K
$1.17M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
374+ 22.2% |
$20.7K - $25.7K
|
2.06K
$151K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
232+ 61.87% |
$12.8K - $15.9K
|
607
$44.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
184+ 2.05% |
$10.2K - $12.6K
|
9.16K
$672K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
175+ 4.45% |
$9.66K - $12K
|
4.11K
$302K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
159+ 6.82% |
$8.78K - $10.9K
|
2.49K
$183K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
92+ 1.56% |
$5.08K - $6.31K
|
5.99K
$439K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
81+ 0.25% |
$4.47K - $5.56K
|
33K
$2.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
10+ 0.19% |
$552 - $686
|
5.21K
$382K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6+ 0.28% |
$331 - $412
|
2.16K
$159K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5+ 0.11% |
$276 - $343
|
4.71K
$345K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.31% |
$166 - $206
|
984
$72.2K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$55.2 - $68.6
|
95.2K
$6.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-24- 0.12% |
$1.33K - $1.65K
|
19.5K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-60- 0.54% |
$3.31K - $4.12K
|
11K
$808K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-152- 0.7% |
$8.39K - $10.4K
|
21.7K
$1.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-164- 0.49% |
$9.06K - $11.3K
|
33.4K
$2.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-394- 3.51% |
$21.8K - $27K
|
10.8K
$795K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-419- 1.32% |
$23.1K - $28.7K
|
31.2K
$2.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-644- 9.33% |
$35.6K - $44.2K
|
6.26K
$459K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-670- 32.57% |
$37K - $46K
|
1.39K
$102K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-691- 42.52% |
$38.2K - $47.4K
|
934
$68.5K
|