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 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.47K+ 23.03% |
$146K - $183K
|
13.2K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2.47K+ 15.01% |
$146K - $183K
|
18.9K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.45K+ 27.07% |
$146K - $182K
|
11.5K
$904K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.19KNew |
$130K - $163K
|
2.19K
$172K
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.13K+ 8.5% |
$127K - $159K
|
27.2K
$2.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.13K+ 9.0% |
$126K - $158K
|
25.7K
$2.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.07K+ 9.31% |
$123K - $154K
|
24.3K
$1.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.98K+ 5.89% |
$117K - $147K
|
35.5K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.95K+ 48.14% |
$116K - $145K
|
6.01K
$472K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.95K+ 15.44% |
$116K - $145K
|
14.6K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.86K+ 4.27% |
$110K - $138K
|
45.4K
$3.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.7K+ 0.95% |
$101K - $127K
|
181K
$14.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.67K+ 4.06% |
$99.1K - $124K
|
42.9K
$3.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
1.67K+ 3.98% |
$98.8K - $124K
|
43.5K
$3.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.67K+ 10.79% |
$98.8K - $124K
|
17.1K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.67K+ 131.1% |
$98.8K - $124K
|
2.94K
$230K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.66K+ 5.46% |
$98.4K - $123K
|
32.1K
$2.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.65K+ 6.07% |
$98.1K - $123K
|
28.9K
$2.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.65K+ 11.67% |
$98K - $123K
|
15.8K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.61KNew |
$95.7K - $120K
|
1.61K
$127K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.56KNew |
$92.5K - $116K
|
1.56K
$122K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.51K+ 6048.0% |
$89.7K - $112K
|
1.54K
$121K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.35K+ 11.83% |
$79.9K - $100K
|
12.7K
$999K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.33K+ 2.06% |
$78.7K - $98.7K
|
65.8K
$5.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.3K+ 5.62% |
$76.9K - $96.4K
|
24.3K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.2K+ 11.64% |
$70.9K - $88.9K
|
11.5K
$899K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
1.18K+ 2.48% |
$69.7K - $87.4K
|
48.5K
$3.81M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.17K+ 29.9% |
$69.6K - $87.2K
|
5.1K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.13K+ 7.96% |
$66.8K - $83.7K
|
15.3K
$1.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.12K+ 5.92% |
$66.1K - $82.9K
|
19.9K
$1.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.07K+ 3.76% |
$63.5K - $79.6K
|
29.6K
$2.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.01K+ 1.98% |
$59.9K - $75K
|
51.8K
$4.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1K+ 22.51% |
$59.5K - $74.6K
|
5.46K
$428K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
989+ 17.4% |
$58.7K - $73.5K
|
6.67K
$523K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
879+ 0.94% |
$52.1K - $65.4K
|
94.2K
$7.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
868+ 22.33% |
$51.5K - $64.5K
|
4.76K
$373K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
843+ 2.26% |
$50K - $62.7K
|
38.2K
$2.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
810+ 433.16% |
$48K - $60.2K
|
997
$78.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
808+ 0.51% |
$47.9K - $60.1K
|
160K
$12.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
788New |
$46.7K - $58.6K
|
788
$61.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
782+ 4.29% |
$46.4K - $58.1K
|
19K
$1.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
773New |
$45.9K - $57.5K
|
773
$60.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
766+ 0.77% |
$45.4K - $57K
|
101K
$7.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
742+ 13.35% |
$44K - $55.2K
|
6.3K
$494K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
711+ 23.03% |
$42.2K - $52.9K
|
3.8K
$298K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
709+ 2.08% |
$42.1K - $52.7K
|
34.8K
$2.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
692+ 3.86% |
$41K - $51.5K
|
18.6K
$1.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
687+ 0.62% |
$40.8K - $51.1K
|
111K
$8.72M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
641+ 3.36% |
$38K - $47.7K
|
19.7K
$1.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
640+ 1.07% |
$38K - $47.6K
|
60.6K
$4.75M
|