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 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13.8K+ 1.87% |
$819K - $1.03M
|
753K
$59M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
13.7K+ 8.36% |
$810K - $1.02M
|
177K
$13.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
12.7K+ 38.46% |
$752K - $942K
|
45.6K
$3.58M
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
12.6KNew |
$745K - $934K
|
12.6K
$985K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
12.2K+ 9.61% |
$724K - $908K
|
139K
$10.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
11.9K+ 18.38% |
$708K - $887K
|
76.8K
$6.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
11.4K+ 4.72% |
$676K - $847K
|
253K
$19.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
11.3K+ 29.87% |
$668K - $837K
|
49K
$3.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
11.2K+ 0.94% |
$664K - $832K
|
1.2M
$94.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 9.93% |
$616K - $772K
|
115K
$9.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
10.3K+ 4.48% |
$613K - $768K
|
241K
$18.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
10.2K+ 9.92% |
$606K - $760K
|
113K
$8.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
10K+ 78.93% |
$594K - $745K
|
22.7K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.75K+ 25.4% |
$579K - $725K
|
48.2K
$3.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
9.66K+ 3.67% |
$573K - $718K
|
272K
$21.4M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
9.58KNew |
$569K - $713K
|
9.58K
$752K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.3K+ 217.78% |
$551K - $691K
|
13.6K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.22K+ 50.22% |
$547K - $686K
|
27.6K
$2.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
9.11K+ 7.28% |
$540K - $677K
|
134K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.11K+ 19.55% |
$540K - $677K
|
55.7K
$4.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
9.09KNew |
$539K - $676K
|
9.09K
$713K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
8.95KNew |
$531K - $665K
|
8.95K
$702K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
8.91K+ 5.33% |
$528K - $662K
|
176K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.8K+ 63.31% |
$522K - $654K
|
22.7K
$1.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
8.21KNew |
$487K - $611K
|
8.21K
$644K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.21KNew |
$487K - $611K
|
8.21K
$644K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.85K+ 5.34% |
$466K - $584K
|
155K
$12.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.79K+ 6.42% |
$462K - $579K
|
129K
$10.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
7.63KNew |
$452K - $567K
|
7.63K
$598K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
7.56KNew |
$448K - $562K
|
7.56K
$593K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.42K+ 14.85% |
$440K - $552K
|
57.4K
$4.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.31K+ 2.83% |
$434K - $544K
|
266K
$20.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
7.22K+ 5.44% |
$428K - $537K
|
140K
$11M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6.98K+ 127.79% |
$414K - $519K
|
12.4K
$976K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.86K+ 9.53% |
$407K - $510K
|
78.8K
$6.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.68K+ 5.25% |
$396K - $496K
|
134K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
6.62K+ 406.26% |
$393K - $492K
|
8.25K
$647K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
6.62K+ 2.44% |
$393K - $492K
|
278K
$21.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.5KNew |
$386K - $483K
|
6.5K
$510K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.46K+ 29.49% |
$383K - $480K
|
28.4K
$2.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
6.38K+ 22.74% |
$378K - $474K
|
34.4K
$2.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.35K+ 49.65% |
$377K - $472K
|
19.1K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.32K+ 97.54% |
$375K - $470K
|
12.8K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
6.27KNew |
$372K - $466K
|
6.27K
$492K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
6.18K+ 280.35% |
$367K - $459K
|
8.38K
$658K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
6K+ 6.54% |
$356K - $446K
|
97.8K
$7.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
5.99K+ 90.01% |
$355K - $445K
|
12.6K
$992K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5.92K+ 10.92% |
$351K - $440K
|
60.1K
$4.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.72K+ 6.69% |
$339K - $425K
|
91.2K
$7.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.51K+ 22.14% |
$327K - $410K
|
30.4K
$2.39M
|