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
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
47+ 0.08% |
$2.79K - $3.49K
|
55.8K
$4.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
45+ 1.15% |
$2.67K - $3.35K
|
3.95K
$310K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
41+ 0.31% |
$2.43K - $3.05K
|
13.4K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
33+ 2.82% |
$1.96K - $2.45K
|
1.2K
$94.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
31+ 0.37% |
$1.84K - $2.31K
|
8.52K
$669K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
25+ 0.4% |
$1.48K - $1.86K
|
6.27K
$491K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
23+ 0.11% |
$1.36K - $1.71K
|
20.9K
$1.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
20New |
$1.19K - $1.49K
|
20
$1.57K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
18+ 0.39% |
$1.07K - $1.34K
|
4.66K
$366K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
16+ 1.15% |
$949 - $1.19K
|
1.41K
$111K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
14+ 0.05% |
$830 - $1.04K
|
27.1K
$2.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
12+ 0.24% |
$712 - $892
|
4.94K
$388K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12+ 0.01% |
$712 - $892
|
85.5K
$6.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.06% |
$237 - $297
|
7K
$549K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 1.69% |
$178 - $223
|
181
$14.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2New |
$119 - $149
|
2
$157
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.3% |
$237 - $297
|
1.34K
$105K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-15- 0.39% |
$890 - $1.12K
|
3.79K
$298K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-31- 10.47% |
$1.84K - $2.31K
|
265
$20.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-43- 0.64% |
$2.55K - $3.2K
|
6.65K
$522K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-47- 20.43% |
$2.79K - $3.49K
|
183
$14.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-82- 0.26% |
$4.86K - $6.1K
|
30.9K
$2.42M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-119- 2.43% |
$7.06K - $8.85K
|
4.78K
$375K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-133- 89.86% |
$7.89K - $9.89K
|
15
$1.18K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-134- 20.33% |
$7.95K - $9.96K
|
525
$41.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-138- 1.18% |
$8.19K - $10.3K
|
11.6K
$907K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-176- 1.52% |
$10.4K - $13.1K
|
11.4K
$893K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-185- 2.98% |
$11K - $13.8K
|
6.01K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-185- 2.12% |
$11K - $13.8K
|
8.55K
$671K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-206- 6.71% |
$12.2K - $15.3K
|
2.86K
$225K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-210- 20.43% |
$12.5K - $15.6K
|
818
$64.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-217- 0.14% |
$12.9K - $16.1K
|
158K
$12.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-222- 1.11% |
$13.2K - $16.5K
|
19.8K
$1.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-229- 0.54% |
$13.6K - $17K
|
42.5K
$3.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-256- 6.0% |
$15.2K - $19K
|
4.01K
$314K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-260- 0.88% |
$15.4K - $19.3K
|
29.3K
$2.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-273- 3.17% |
$16.2K - $20.3K
|
8.33K
$654K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-291- 0.14% |
$17.3K - $21.6K
|
210K
$16.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-293- 1.55% |
$17.4K - $21.8K
|
18.6K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-300- 0.65% |
$17.8K - $22.3K
|
45.9K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-317- 64.3% |
$18.8K - $23.6K
|
176
$13.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-372- 0.28% |
$22.1K - $27.7K
|
130K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-376- 5.39% |
$22.3K - $28K
|
6.6K
$517K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-382- 63.35% |
$22.7K - $28.4K
|
221
$17.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-394- 1.97% |
$23.4K - $29.3K
|
19.6K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-394- 1.28% |
$23.4K - $29.3K
|
30.3K
$2.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-395- 1.06% |
$23.4K - $29.4K
|
37K
$2.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-415- 10.68% |
$24.6K - $30.9K
|
3.47K
$272K
|