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 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.91KNew |
$180K - $231K
|
2.91K
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
2.9K+ 6.28% |
$179K - $230K
|
49.1K
$4.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.84K+ 10.28% |
$175K - $225K
|
30.4K
$2.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.78KNew |
$172K - $220K
|
2.78K
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.78KNew |
$171K - $220K
|
2.78K
$231K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
2.76KNew |
$170K - $219K
|
2.76K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.74K+ 35.14% |
$169K - $217K
|
10.5K
$878K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.69KNew |
$166K - $214K
|
2.69K
$224K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
2.69KNew |
$166K - $214K
|
2.69K
$224K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.68K+ 1.6% |
$165K - $212K
|
170K
$14.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2.67KNew |
$165K - $212K
|
2.67K
$223K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.66KNew |
$164K - $211K
|
2.66K
$222K
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
2.61K+ 4.72% |
$161K - $207K
|
58K
$4.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.6KNew |
$160K - $206K
|
2.6K
$216K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.56KNew |
$158K - $203K
|
2.56K
$214K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
2.53KNew |
$156K - $201K
|
2.53K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
2.45K+ 0.77% |
$151K - $194K
|
321K
$26.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.42K+ 7.86% |
$149K - $192K
|
33.2K
$2.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.28K+ 2.29% |
$141K - $181K
|
102K
$8.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
2.26K+ 8.07% |
$140K - $179K
|
30.3K
$2.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.25K+ 21.4% |
$139K - $178K
|
12.8K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
2.22K+ 1.78% |
$137K - $176K
|
127K
$10.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.22K+ 0.37% |
$137K - $176K
|
598K
$49.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.14K+ 21.1% |
$132K - $170K
|
12.3K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2.11K+ 7.24% |
$130K - $167K
|
31.2K
$2.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.1K+ 112.06% |
$130K - $167K
|
3.97K
$331K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.99K+ 19.32% |
$123K - $157K
|
12.3K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.97KNew |
$121K - $156K
|
1.97K
$164K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.78K+ 8.66% |
$110K - $141K
|
22.3K
$1.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.58K+ 3.05% |
$97.6K - $125K
|
53.4K
$4.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.58KNew |
$97.5K - $125K
|
1.58K
$132K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.54K+ 1.88% |
$95.2K - $122K
|
83.4K
$6.95M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.51KNew |
$93.5K - $120K
|
1.51K
$126K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.45K+ 15.44% |
$89.3K - $115K
|
10.8K
$901K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.43K+ 9.17% |
$88.3K - $113K
|
17K
$1.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
1.36K+ 37.96% |
$84.2K - $108K
|
4.95K
$413K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.33K+ 14.84% |
$81.8K - $105K
|
10.3K
$855K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.32K+ 141.31% |
$81.3K - $104K
|
2.25K
$188K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.15K+ 4.75% |
$71.1K - $91.3K
|
25.4K
$2.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.11K+ 0.64% |
$68.4K - $87.8K
|
175K
$14.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.07K+ 2.87% |
$65.8K - $84.6K
|
38.2K
$3.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.04K+ 0.97% |
$64K - $82.2K
|
108K
$8.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.01K+ 19.44% |
$62.2K - $79.9K
|
6.19K
$516K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
919+ 15.06% |
$56.8K - $72.9K
|
7.02K
$585K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
852+ 1.35% |
$52.6K - $67.6K
|
64.1K
$5.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
837+ 17.02% |
$51.7K - $66.4K
|
5.76K
$480K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
780+ 2.1% |
$48.2K - $61.9K
|
38K
$3.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
777+ 0.51% |
$48K - $61.6K
|
154K
$12.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
742+ 2.54% |
$45.8K - $58.9K
|
30K
$2.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
733+ 1.84% |
$45.3K - $58.1K
|
40.6K
$3.38M
|