Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) 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 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
214K+ 113.19% |
$12.7M - $15.9M
|
404K
$30M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
133K+ 32.38% |
$7.87M - $9.86M
|
542K
$40.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
89.4KNew |
$5.31M - $6.65M
|
89.4K
$6.64M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
22.4K+ 15.66% |
$1.33M - $1.67M
|
165K
$12.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
20.7K+ 2.91% |
$1.23M - $1.54M
|
731K
$54.3M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
17K+ 6.78% |
$1.01M - $1.27M
|
268K
$19.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
11.2K+ 0.94% |
$664K - $832K
|
1.2M
$89.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.51KNew |
$327K - $410K
|
5.51K
$409K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
4.44KNew |
$263K - $330K
|
4.44K
$330K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3.11KNew |
$184K - $231K
|
3.11K
$230K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.19KNew |
$130K - $163K
|
2.19K
$163K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.66K+ 5.46% |
$98.4K - $123K
|
32.1K
$2.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
808+ 0.51% |
$47.9K - $60.1K
|
160K
$11.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
365+ 1.75% |
$21.7K - $27.1K
|
21.3K
$1.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
195New |
$11.6K - $14.5K
|
195
$14.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.3% |
$237 - $297
|
1.34K
$99.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-31- 10.47% |
$1.84K - $2.31K
|
265
$19.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-134- 20.33% |
$7.95K - $9.96K
|
525
$39K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-185- 2.98% |
$11K - $13.8K
|
6.01K
$446K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.2K- 3.55% |
$71.2K - $89.2K
|
32.6K
$2.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.32K- 0.56% |
$78.1K - $97.9K
|
234K
$17.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-3.71K- 3.9% |
$220K - $276K
|
91.5K
$6.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-5.21K- 0.8% |
$309K - $388K
|
649K
$48.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-5.31K- 6.05% |
$315K - $395K
|
82.5K
$6.12M
|