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 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
26+ 0.12% |
$1.61K - $2.06K
|
22.2K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 0.63% |
$1.17K - $1.51K
|
3.05K
$254K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13New |
$803 - $1.03K
|
13
$1.08K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
8+ 0.04% |
$494 - $635
|
21.8K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6New |
$371 - $476
|
6
$500
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
5+ 1.81% |
$309 - $397
|
281
$23.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
4New |
$247 - $317
|
4
$334
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
3+ 0.1% |
$185 - $238
|
2.9K
$242K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3+ 0.03% |
$185 - $238
|
10.1K
$839K
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.06% |
$124 - $159
|
3.12K
$260K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 2.56% |
$61.8 - $79.3
|
40
$3.34K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 1.19% |
$61.8 - $79.3
|
85
$7.09K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-5- 0.08% |
$309 - $397
|
6.23K
$520K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 0.13% |
$432 - $555
|
5.22K
$435K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-15- 0.32% |
$926 - $1.19K
|
4.68K
$390K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-27- 25.23% |
$1.67K - $2.14K
|
80
$6.67K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-52- 0.8% |
$3.21K - $4.12K
|
6.45K
$538K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-74- 0.48% |
$4.57K - $5.87K
|
15.5K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-81- 0.5% |
$5K - $6.42K
|
16.2K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-84- 2.68% |
$5.19K - $6.66K
|
3.06K
$255K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-88- 1.05% |
$5.43K - $6.98K
|
8.29K
$691K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-105- 0.58% |
$6.48K - $8.33K
|
17.9K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-110- 41.98% |
$6.79K - $8.73K
|
152
$12.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-110- 1.5% |
$6.79K - $8.73K
|
7.23K
$603K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-139- 0.16% |
$8.58K - $11K
|
85K
$7.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-151- 0.54% |
$9.33K - $12K
|
27.9K
$2.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-186- 0.87% |
$11.5K - $14.8K
|
21.2K
$1.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-188- 0.29% |
$11.6K - $14.9K
|
65K
$5.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-224- 7.37% |
$13.8K - $17.8K
|
2.82K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-228- 38.78% |
$14.1K - $18.1K
|
360
$30K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-232- 0.81% |
$14.3K - $18.4K
|
28.4K
$2.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-317- 10.36% |
$19.6K - $25.1K
|
2.74K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-340- 6.81% |
$21K - $27K
|
4.65K
$388K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-400- 9.83% |
$24.7K - $31.7K
|
3.67K
$306K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-413- 42.71% |
$25.5K - $32.8K
|
554
$46.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-414- 4.21% |
$25.6K - $32.8K
|
9.42K
$785K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-454- 2.37% |
$28K - $36K
|
18.7K
$1.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-503- 1.35% |
$31.1K - $39.9K
|
36.8K
$3.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-523- 12.33% |
$32.3K - $41.5K
|
3.72K
$310K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-530- 3.19% |
$32.7K - $42K
|
16.1K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-530- 5.02% |
$32.7K - $42K
|
10K
$835K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-551- 2.51% |
$34K - $43.7K
|
21.4K
$1.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-689- 1.34% |
$42.6K - $54.7K
|
50.6K
$4.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-696- 14.16% |
$43K - $55.2K
|
4.22K
$352K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-784- 0.57% |
$48.4K - $62.2K
|
136K
$11.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-830- 51.52% |
$51.3K - $65.8K
|
781
$65.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-832- 5.13% |
$51.4K - $66K
|
15.4K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-942- 1.47% |
$58.2K - $74.7K
|
63.3K
$5.28M
|