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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
630+ 2.61% |
$37.4K - $46.8K
|
24.7K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
608+ 3.24% |
$36.1K - $45.2K
|
19.4K
$1.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
578+ 2.28% |
$34.3K - $43K
|
25.9K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
522+ 1.93% |
$31K - $38.8K
|
27.6K
$2.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
517+ 0.45% |
$30.7K - $38.4K
|
114K
$8.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
501+ 340.82% |
$29.7K - $37.3K
|
648
$50.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
450+ 234.38% |
$26.7K - $33.5K
|
642
$50.4K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
433New |
$25.7K - $32.2K
|
433
$34K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
405+ 29.56% |
$24K - $30.1K
|
1.78K
$139K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
365+ 1.75% |
$21.7K - $27.1K
|
21.3K
$1.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
360+ 1.86% |
$21.4K - $26.8K
|
19.7K
$1.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
336New |
$19.9K - $25K
|
336
$26.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
317New |
$18.8K - $23.6K
|
317
$24.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
283+ 2.48% |
$16.8K - $21K
|
11.7K
$917K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
282+ 1.9% |
$16.7K - $21K
|
15.1K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
281+ 5.89% |
$16.7K - $20.9K
|
5.06K
$397K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
275New |
$16.3K - $20.4K
|
275
$21.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
267+ 0.38% |
$15.8K - $19.9K
|
69.7K
$5.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
262+ 5.01% |
$15.5K - $19.5K
|
5.5K
$431K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
258+ 1.16% |
$15.3K - $19.2K
|
22.5K
$1.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
257+ 3.06% |
$15.2K - $19.1K
|
8.65K
$679K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
248+ 0.82% |
$14.7K - $18.4K
|
30.3K
$2.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
219+ 0.93% |
$13K - $16.3K
|
23.8K
$1.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
207+ 1.35% |
$12.3K - $15.4K
|
15.6K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
195New |
$11.6K - $14.5K
|
195
$15.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
193+ 2.04% |
$11.4K - $14.4K
|
9.68K
$759K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
190+ 30.4% |
$11.3K - $14.1K
|
815
$63.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
170+ 0.3% |
$10.1K - $12.6K
|
56.3K
$4.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
166+ 1.09% |
$9.85K - $12.3K
|
15.4K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
166+ 2.43% |
$9.85K - $12.3K
|
7.01K
$550K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
160New |
$9.49K - $11.9K
|
160
$12.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
150New |
$8.9K - $11.2K
|
150
$11.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
143+ 0.38% |
$8.48K - $10.6K
|
37.6K
$2.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
131+ 1.67% |
$7.77K - $9.74K
|
7.99K
$627K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
117+ 0.85% |
$6.94K - $8.7K
|
13.9K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
112+ 1.7% |
$6.64K - $8.33K
|
6.68K
$524K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
111+ 0.26% |
$6.58K - $8.25K
|
43.6K
$3.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
109New |
$6.47K - $8.11K
|
109
$8.55K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
105+ 3.96% |
$6.23K - $7.81K
|
2.76K
$216K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
88+ 19.05% |
$5.22K - $6.54K
|
550
$43.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
83+ 1.71% |
$4.92K - $6.17K
|
4.94K
$388K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
81New |
$4.8K - $6.02K
|
81
$6.35K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
70New |
$4.15K - $5.21K
|
70
$5.49K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
63New |
$3.74K - $4.68K
|
63
$4.94K
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
60+ 1.72% |
$3.56K - $4.46K
|
3.54K
$278K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
60+ 1.18% |
$3.56K - $4.46K
|
5.13K
$403K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
55+ 2.63% |
$3.26K - $4.09K
|
2.15K
$168K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
55New |
$3.26K - $4.09K
|
55
$4.31K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
53New |
$3.14K - $3.94K
|
53
$4.16K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
49+ 0.55% |
$2.91K - $3.64K
|
8.96K
$703K
|