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
|
Rmr Wealth Builders
|
BUY
|
- |
5.51KNew |
$327K - $410K
|
5.51K
$432K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
5.25K+ 12.76% |
$311K - $390K
|
46.4K
$3.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
5.22KNew |
$309K - $388K
|
5.22K
$409K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
5.15K+ 16.48% |
$306K - $383K
|
36.4K
$2.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.13K+ 10.69% |
$304K - $381K
|
53.1K
$4.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.13K+ 13.01% |
$304K - $381K
|
44.5K
$3.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.11KNew |
$303K - $380K
|
5.11K
$401K
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.96K+ 4865.69% |
$294K - $369K
|
5.07K
$397K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.84K+ 2.23% |
$287K - $360K
|
222K
$17.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
4.77K+ 12.81% |
$283K - $354K
|
42K
$3.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.69K+ 15.59% |
$278K - $349K
|
34.8K
$2.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.68KNew |
$278K - $348K
|
4.68K
$367K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.57KNew |
$271K - $340K
|
4.57K
$359K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.55K+ 1.31% |
$270K - $338K
|
351K
$27.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.48K+ 30.57% |
$265K - $333K
|
19.1K
$1.5M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
4.44KNew |
$263K - $330K
|
4.44K
$348K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
4.19KNew |
$248K - $311K
|
4.19K
$329K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
4.11K+ 19.08% |
$244K - $305K
|
25.6K
$2.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.09K+ 6.15% |
$243K - $304K
|
70.6K
$5.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4KNew |
$238K - $298K
|
4K
$314K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.99KNew |
$236K - $296K
|
3.99K
$313K
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.96KNew |
$235K - $295K
|
3.96K
$311K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.9K+ 91.12% |
$231K - $290K
|
8.18K
$641K
|
|
|
Jul 24, 2025
Q2 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
3.87K+ 1.17% |
$230K - $288K
|
335K
$26.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.84KNew |
$228K - $286K
|
3.84K
$301K
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.65KNew |
$217K - $272K
|
3.65K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.65KNew |
$216K - $271K
|
3.65K
$286K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.57KNew |
$212K - $265K
|
3.57K
$280K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3.56KNew |
$211K - $265K
|
3.56K
$279K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.55KNew |
$211K - $264K
|
3.55K
$279K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.51KNew |
$208K - $261K
|
3.51K
$275K
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.5K+ 1.34% |
$208K - $260K
|
265K
$20.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.34K+ 36.32% |
$198K - $248K
|
12.5K
$982K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.21K+ 3.43% |
$190K - $238K
|
96.6K
$7.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.2K+ 67.5% |
$190K - $238K
|
7.94K
$623K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3.11KNew |
$184K - $231K
|
3.11K
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.06KNew |
$182K - $228K
|
3.06K
$240K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.05KNew |
$181K - $227K
|
3.05K
$239K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
3.02KNew |
$179K - $225K
|
3.02K
$237K
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3KNew |
$178K - $223K
|
3K
$235K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.86KNew |
$169K - $212K
|
2.86K
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.8K+ 19.79% |
$166K - $208K
|
17K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
2.8KNew |
$166K - $208K
|
2.8K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.76KNew |
$164K - $205K
|
2.76K
$216K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.74KNew |
$162K - $204K
|
2.74K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.73KNew |
$162K - $203K
|
2.73K
$214K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2.64K+ 4.1% |
$156K - $196K
|
66.9K
$5.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.54K+ 1075.0% |
$150K - $189K
|
2.77K
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.53K+ 14.19% |
$150K - $188K
|
20.4K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
2.53K+ 2.63% |
$150K - $188K
|
98.7K
$7.75M
|