Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) 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 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.95M+ 27.31% |
$244M - $313M
|
18.4M
$1.53B
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
532KNew |
$32.8M - $42.2M
|
532K
$44.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
473KNew |
$29.2M - $37.5M
|
473K
$39.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
245K+ 2.28% |
$15.1M - $19.4M
|
11M
$916M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
206K+ 5.73% |
$12.7M - $16.4M
|
3.81M
$317M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
152K+ 9.16% |
$9.39M - $12.1M
|
1.81M
$151M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
122K+ 77.12% |
$7.55M - $9.7M
|
281K
$23.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
82.3KNew |
$5.08M - $6.53M
|
82.3K
$6.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73.9K+ 65.52% |
$4.57M - $5.87M
|
187K
$15.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
73.5K+ 112.46% |
$4.54M - $5.83M
|
139K
$11.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
70KNew |
$4.32M - $5.55M
|
70K
$5.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
65.6K+ 1354.83% |
$4.05M - $5.21M
|
70.5K
$5.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
60.9KNew |
$3.76M - $4.83M
|
60.9K
$5.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
52.1K+ 12.64% |
$3.21M - $4.13M
|
464K
$38.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
51.4K+ 19918.22% |
$3.17M - $4.08M
|
51.6K
$4.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
50.1KNew |
$3.1M - $3.98M
|
50.1K
$4.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
47.1K+ 12.56% |
$2.91M - $3.73M
|
422K
$35.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
43.7K+ 43.85% |
$2.7M - $3.47M
|
144K
$12M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
41.2K+ 10.83% |
$2.55M - $3.27M
|
422K
$35.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
32.7K+ 40.47% |
$2.02M - $2.59M
|
113K
$9.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
32.7K+ 45.06% |
$2.02M - $2.59M
|
105K
$8.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
32.2K+ 42.35% |
$1.99M - $2.55M
|
108K
$9.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
28K+ 210.5% |
$1.73M - $2.22M
|
41.4K
$3.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
25.1K+ 8.23% |
$1.55M - $1.99M
|
331K
$27.6M
|
|
|
Aug 07, 2025
Q2 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
24.4KNew |
$1.51M - $1.94M
|
24.4K
$2.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
23.9K+ 0.98% |
$1.48M - $1.9M
|
2.46M
$205M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21.6K+ 9.97% |
$1.33M - $1.71M
|
238K
$19.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.3K+ 116.82% |
$1.32M - $1.69M
|
39.6K
$3.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
21.3K+ 9.49% |
$1.32M - $1.69M
|
246K
$20.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20.3K+ 320.44% |
$1.26M - $1.61M
|
26.7K
$2.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
19.9K+ 7.02% |
$1.23M - $1.58M
|
303K
$25.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
19.8K+ 3.54% |
$1.22M - $1.57M
|
579K
$48.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18.5K+ 3.19% |
$1.14M - $1.47M
|
599K
$50M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.7K+ 444.79% |
$1.03M - $1.32M
|
20.4K
$1.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
16.4K+ 60.37% |
$1.01M - $1.3M
|
43.5K
$3.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
16K+ 23.92% |
$985K - $1.27M
|
82.7K
$6.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
15.9K+ 10.3% |
$982K - $1.26M
|
170K
$14.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15.3K+ 19.01% |
$943K - $1.21M
|
95.6K
$7.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
15K+ 10.49% |
$929K - $1.19M
|
158K
$13.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
14.6K+ 16.4% |
$903K - $1.16M
|
104K
$8.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
13.9K+ 4.93% |
$857K - $1.1M
|
295K
$24.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
13.5K+ 2.56% |
$833K - $1.07M
|
540K
$45M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
13.2K+ 17.96% |
$812K - $1.04M
|
86.4K
$7.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
12.2K+ 140.72% |
$752K - $966K
|
20.8K
$1.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12K+ 4.66% |
$744K - $955K
|
271K
$22.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
11.7K+ 7.03% |
$720K - $925K
|
178K
$14.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
11.5K+ 0.99% |
$712K - $915K
|
1.18M
$98.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
11.5K+ 12.5% |
$709K - $910K
|
103K
$8.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
11.1K+ 24.88% |
$684K - $879K
|
55.6K
$4.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10.9K+ 1.65% |
$676K - $868K
|
674K
$56.2M
|