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 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-432- 0.88% |
$25.6K - $32.1K
|
48.9K
$3.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-438- 4.65% |
$26K - $32.6K
|
8.98K
$704K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-537- 1.07% |
$31.9K - $39.9K
|
49.8K
$3.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-579- 3.17% |
$34.3K - $43.1K
|
17.7K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-600- 3.6% |
$35.6K - $44.6K
|
16.1K
$1.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-605- 9.43% |
$35.9K - $45K
|
5.81K
$456K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-615- 3.56% |
$36.5K - $45.7K
|
16.7K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-638- 14.09% |
$37.8K - $47.4K
|
3.89K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-684- 0.29% |
$40.6K - $50.9K
|
238K
$18.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-688- 0.79% |
$40.8K - $51.2K
|
85.9K
$6.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-695- 3.89% |
$41.2K - $51.7K
|
17.2K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-780- 0.78% |
$46.3K - $58K
|
98.8K
$7.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-827- 16.14% |
$49.1K - $61.5K
|
4.3K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-850- 0.72% |
$50.4K - $63.2K
|
118K
$9.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-862- 4.55% |
$51.1K - $64.1K
|
18.1K
$1.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-899- 74.11% |
$53.3K - $66.8K
|
314
$24.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-970- 0.31% |
$57.5K - $72.1K
|
314K
$24.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.01K- 1.7% |
$60.2K - $75.4K
|
58.7K
$4.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.03K- 5.51% |
$61.2K - $76.7K
|
17.7K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-1.14K- 14.25% |
$67.5K - $84.6K
|
6.85K
$537K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.15K- 6.89% |
$68.2K - $85.4K
|
15.5K
$1.22M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.2K- 3.55% |
$71.2K - $89.2K
|
32.6K
$2.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.32K- 12.7% |
$78.1K - $97.9K
|
9.04K
$710K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.32K- 0.56% |
$78.1K - $97.9K
|
234K
$18.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-1.55K- 30.78% |
$92.1K - $115K
|
3.49K
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-1.6K- 6.65% |
$95.1K - $119K
|
22.5K
$1.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.63K- 11.84% |
$96.5K - $121K
|
12.1K
$949K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.63K- 2.21% |
$96.6K - $121K
|
72.2K
$5.66M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.84K- 14.59% |
$109K - $137K
|
10.8K
$847K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-2.02K- 9.06% |
$120K - $150K
|
20.2K
$1.59M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-2.17K- 2.95% |
$129K - $161K
|
71.3K
$5.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.19K- 7.88% |
$130K - $163K
|
25.6K
$2.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-2.27K- 5.55% |
$135K - $169K
|
38.7K
$3.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.33K- 88.57% |
$138K - $173K
|
301
$23.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2.6K- 6.51% |
$154K - $193K
|
37.4K
$2.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2.77K- 17.03% |
$164K - $206K
|
13.5K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.78K- 65.92% |
$165K - $207K
|
1.44K
$113K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-2.8K- 7.84% |
$166K - $208K
|
32.9K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.97K- 6.63% |
$176K - $221K
|
41.8K
$3.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2.98K- 1.47% |
$177K - $222K
|
199K
$15.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-3.11K- 1.38% |
$185K - $231K
|
223K
$17.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-3.16K- 0.73% |
$187K - $235K
|
429K
$33.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.17K- 15.98% |
$188K - $236K
|
16.7K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-3.3K- 7.78% |
$196K - $245K
|
39.1K
$3.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.43K- 0.07% |
$204K - $255K
|
4.73M
$371M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-3.43K- 1.84% |
$204K - $255K
|
183K
$14.4M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.52K- 7.29% |
$209K - $262K
|
44.8K
$3.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-3.71K- 3.9% |
$220K - $276K
|
91.5K
$7.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.83K- 26.96% |
$227K - $285K
|
10.4K
$814K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.88K- 4.41% |
$230K - $289K
|
84.2K
$6.61M
|