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 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-4.1K- 21.93% |
$243K - $305K
|
14.6K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.29K- 2.04% |
$254K - $319K
|
206K
$16.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.85K- 52.74% |
$288K - $361K
|
4.35K
$341K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-5.21K- 0.8% |
$309K - $388K
|
649K
$50.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-5.31K- 6.05% |
$315K - $395K
|
82.5K
$6.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-5.58K- 47.56% |
$331K - $415K
|
6.15K
$482K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.88K- 17.89% |
$349K - $437K
|
27K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.25K- 14.46% |
$371K - $465K
|
37K
$2.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.98K- 2.16% |
$414K - $519K
|
316K
$24.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-7.18K- 7.96% |
$426K - $534K
|
83K
$6.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.05K- 4.07% |
$478K - $599K
|
190K
$14.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-8.31K- 2.42% |
$493K - $618K
|
335K
$26.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-8.78K- 0.58% |
$521K - $653K
|
1.51M
$119M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-9.01K- 28.9% |
$534K - $670K
|
22.2K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-9.26K- 8.5% |
$549K - $689K
|
99.7K
$7.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10.9K- 2.63% |
$646K - $810K
|
403K
$31.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.7K- 10.53% |
$692K - $868K
|
99.2K
$7.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-13.5K- 1.51% |
$800K - $1M
|
881K
$69.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-16.4K- 10.01% |
$971K - $1.22M
|
147K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-16.8K- 18.19% |
$996K - $1.25M
|
75.5K
$5.92M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.7K- 16.95% |
$1.11M - $1.39M
|
91.5K
$7.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-19.8K- 6.74% |
$1.18M - $1.47M
|
274K
$21.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-20.6K- 9.46% |
$1.22M - $1.53M
|
197K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-21.2K- 38.68% |
$1.26M - $1.57M
|
33.5K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-21.8K- 6.3% |
$1.3M - $1.62M
|
325K
$25.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-22.4K- 7.8% |
$1.33M - $1.67M
|
265K
$20.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-24.8K- 7.72% |
$1.47M - $1.84M
|
297K
$23.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-25.3K- 10.02% |
$1.5M - $1.88M
|
227K
$17.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-25.4K- 35.96% |
$1.51M - $1.89M
|
45.2K
$3.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-28.2K- 3.0% |
$1.67M - $2.1M
|
914K
$71.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-31.8K- 36.2% |
$1.89M - $2.36M
|
56K
$4.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-38.1K- 53.83% |
$2.26M - $2.83M
|
32.6K
$2.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-44K- 41.94% |
$2.61M - $3.27M
|
60.9K
$4.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-45.8K- 6.17% |
$2.71M - $3.4M
|
695K
$54.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-50.1K- 31.77% |
$2.97M - $3.72M
|
108K
$8.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-55.5K- 83.4% |
$3.29M - $4.13M
|
11K
$866K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-66.4K- 76.15% |
$3.94M - $4.94M
|
20.8K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-76.8K- 12.22% |
$4.56M - $5.71M
|
552K
$43.3M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-163K- 6.46% |
$9.69M - $12.1M
|
2.37M
$186M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-206K- 27.67% |
$12.2M - $15.3M
|
537K
$42.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-298K- 10.46% |
$17.7M - $22.1M
|
2.55M
$200M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-312K- 15.52% |
$18.5M - $23.2M
|
1.7M
$133M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-591K- 69.59% |
$35.1M - $44M
|
259K
$20.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-660K- 56.13% |
$39.2M - $49.1M
|
516K
$40.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.45M- 38.2% |
$85.9M - $108M
|
2.34M
$184M
|