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
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
711+ 23.68% |
$43.9K - $56.4K
|
3.71K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
693+ 305.29% |
$42.8K - $55K
|
920
$76.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
608New |
$37.6K - $48.2K
|
608
$50.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
601New |
$37.1K - $47.7K
|
601
$50.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
601New |
$37.1K - $47.7K
|
601
$50.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
598+ 0.76% |
$36.9K - $47.4K
|
78.8K
$6.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
529+ 0.51% |
$32.7K - $42K
|
104K
$8.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
523+ 0.26% |
$32.3K - $41.5K
|
204K
$17M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
466+ 2.23% |
$28.8K - $37K
|
21.3K
$1.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
390+ 0.34% |
$24.1K - $30.9K
|
114K
$9.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
383+ 255.33% |
$23.7K - $30.4K
|
533
$44.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
360+ 3.06% |
$22.2K - $28.6K
|
12.1K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
304+ 1.52% |
$18.8K - $24.1K
|
20.3K
$1.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
302New |
$18.7K - $24K
|
302
$25.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
300New |
$18.5K - $23.8K
|
300
$25K
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
298+ 0.32% |
$18.4K - $23.6K
|
92.4K
$7.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
293+ 6.57% |
$18.1K - $23.2K
|
4.75K
$396K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
262+ 2.64% |
$16.2K - $20.8K
|
10.2K
$850K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
253+ 2.95% |
$15.6K - $20.1K
|
8.84K
$737K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
228New |
$14.1K - $18.1K
|
228
$19K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
217+ 5.16% |
$13.4K - $17.2K
|
4.43K
$369K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
206+ 0.38% |
$12.7K - $16.3K
|
54.6K
$4.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
205+ 117.14% |
$12.7K - $16.3K
|
380
$31.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
186+ 2.98% |
$11.5K - $14.8K
|
6.43K
$536K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
178+ 0.41% |
$11K - $14.1K
|
43.9K
$3.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
167+ 1.22% |
$10.3K - $13.2K
|
13.9K
$1.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
167+ 0.2% |
$10.3K - $13.2K
|
83.4K
$6.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
166+ 1.11% |
$10.3K - $13.2K
|
15.1K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
162+ 2.55% |
$10K - $12.8K
|
6.52K
$543K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
162+ 35.22% |
$10K - $12.8K
|
622
$51.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
158New |
$9.76K - $12.5K
|
158
$13.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
158New |
$9.76K - $12.5K
|
158
$13.2K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
149+ 3.44% |
$9.2K - $11.8K
|
4.48K
$373K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
131+ 3.47% |
$8.09K - $10.4K
|
3.91K
$326K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
125New |
$7.72K - $9.92K
|
125
$10.4K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
124+ 61.39% |
$7.66K - $9.84K
|
326
$27.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
100New |
$6.18K - $7.93K
|
100
$8.34K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
99+ 0.57% |
$6.11K - $7.85K
|
17.4K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
84+ 0.23% |
$5.19K - $6.66K
|
37.4K
$3.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
83+ 4150.0% |
$5.13K - $6.58K
|
85
$7.09K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
80+ 0.15% |
$4.94K - $6.35K
|
52.8K
$4.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
69+ 1.86% |
$4.26K - $5.47K
|
3.78K
$316K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
60+ 1.72% |
$3.71K - $4.76K
|
3.55K
$296K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
56+ 1.4% |
$3.46K - $4.44K
|
4.05K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
55+ 8.37% |
$3.4K - $4.36K
|
712
$59.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
49+ 6.31% |
$3.03K - $3.89K
|
826
$68.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
42New |
$2.59K - $3.33K
|
42
$3.5K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
42New |
$2.59K - $3.33K
|
42
$3.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 1.21% |
$2.1K - $2.7K
|
2.84K
$237K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
27+ 0.7% |
$1.67K - $2.14K
|
3.86K
$322K
|