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 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
46.8KNew |
$2.78M - $3.48M
|
46.8K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
45.5KNew |
$2.7M - $3.38M
|
45.5K
$3.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
45K+ 6.53% |
$2.67M - $3.35M
|
735K
$57.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.8K+ 73.16% |
$2.66M - $3.33M
|
106K
$8.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
43.8K+ 24.46% |
$2.6M - $3.26M
|
223K
$17.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
42K+ 23.01% |
$2.49M - $3.12M
|
225K
$17.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
37.4KNew |
$2.22M - $2.78M
|
37.4K
$2.93M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
37.3K+ 227.86% |
$2.21M - $2.77M
|
53.6K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.7K+ 44.2% |
$2.12M - $2.65M
|
116K
$9.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
34.4KNew |
$2.04M - $2.55M
|
34.4K
$2.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.9K+ 5.16% |
$2.01M - $2.52M
|
691K
$54.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
32.3K+ 12.4% |
$1.92M - $2.4M
|
293K
$23M
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
32.1K+ 337.37% |
$1.91M - $2.39M
|
41.6K
$3.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.1K+ 37.66% |
$1.79M - $2.24M
|
110K
$8.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30.1K+ 12.64% |
$1.79M - $2.24M
|
269K
$21.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
29.7K+ 6.36% |
$1.76M - $2.21M
|
497K
$39M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.3K+ 44.2% |
$1.74M - $2.18M
|
95.5K
$7.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.2K+ 6.14% |
$1.73M - $2.17M
|
504K
$39.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
29.1KNew |
$1.72M - $2.16M
|
29.1K
$2.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
29K+ 132.82% |
$1.72M - $2.15M
|
50.8K
$3.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
28.9K+ 25.23% |
$1.72M - $2.15M
|
144K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
28.9K+ 11.54% |
$1.71M - $2.15M
|
279K
$21.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
28.3K+ 6.84% |
$1.68M - $2.1M
|
442K
$34.7M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
28.1K+ 83.72% |
$1.67M - $2.09M
|
61.6K
$4.84M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28K+ 17.57% |
$1.66M - $2.08M
|
188K
$14.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
25.2K+ 4.22% |
$1.49M - $1.87M
|
622K
$48.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.2KNew |
$1.49M - $1.87M
|
25.2K
$1.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
23.1K+ 99.87% |
$1.37M - $1.72M
|
46.2K
$3.62M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
22.4K+ 15.66% |
$1.33M - $1.67M
|
165K
$13M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
22.1K+ 10.36% |
$1.31M - $1.64M
|
235K
$18.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
21.7K+ 6.46% |
$1.29M - $1.62M
|
358K
$28.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
21.5KNew |
$1.28M - $1.6M
|
21.5K
$1.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
21.4K+ 148.57% |
$1.27M - $1.59M
|
35.7K
$2.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
20.7K+ 2.91% |
$1.23M - $1.54M
|
731K
$57.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20.5K+ 36.41% |
$1.22M - $1.53M
|
76.9K
$6.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20K+ 11.6% |
$1.18M - $1.48M
|
192K
$15.1M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
19.9K+ 51.57% |
$1.18M - $1.48M
|
58.5K
$4.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.5K+ 298.73% |
$1.15M - $1.45M
|
26K
$2.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
18K+ 24.15% |
$1.07M - $1.34M
|
92.3K
$7.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.8K+ 4.28% |
$1.05M - $1.32M
|
433K
$34M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
17K+ 6.78% |
$1.01M - $1.27M
|
268K
$21.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
16K+ 123.78% |
$947K - $1.19M
|
28.9K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15.8K+ 5.22% |
$938K - $1.18M
|
319K
$25M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15KNew |
$889K - $1.11M
|
15K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15KNew |
$889K - $1.11M
|
15K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
14.8K+ 5.26% |
$878K - $1.1M
|
296K
$23.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14.6K+ 9.93% |
$868K - $1.09M
|
162K
$12.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.5K+ 5.34% |
$862K - $1.08M
|
287K
$22.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
14.5K+ 10.1% |
$861K - $1.08M
|
158K
$12.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
14K+ 78.13% |
$831K - $1.04M
|
31.9K
$2.5M
|