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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-952- 3.96% |
$58.8K - $75.5K
|
23.1K
$1.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-985- 5.66% |
$60.8K - $78.1K
|
16.4K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.02K- 7.79% |
$62.9K - $80.8K
|
12.1K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-1.09K- 6.49% |
$67.3K - $86.4K
|
15.7K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.18K- 1.41% |
$72.8K - $93.4K
|
82.5K
$6.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.25K- 2.98% |
$77.4K - $99.4K
|
40.8K
$3.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
SELL
|
- |
-1.28K- 0.28% |
$78.8K - $101K
|
452K
$37.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.29K- 2.45% |
$79.9K - $103K
|
51.5K
$4.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.29K- 3.07% |
$79.9K - $103K
|
40.8K
$3.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.37K- 0.94% |
$84.4K - $108K
|
144K
$12M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-1.41K- 7.44% |
$86.9K - $112K
|
17.5K
$1.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.44K- 1.61% |
$88.9K - $114K
|
88K
$7.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-1.52K- 1.73% |
$93.8K - $120K
|
86.4K
$7.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.61K- 1.06% |
$99.7K - $128K
|
151K
$12.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.62K- 2.03% |
$100K - $128K
|
78.3K
$6.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1.8K- 1.15% |
$111K - $143K
|
155K
$12.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1.83K- 3.32% |
$113K - $145K
|
53.1K
$4.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.86K- 2.65% |
$115K - $148K
|
68.4K
$5.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-2.27K- 3.4% |
$140K - $180K
|
64.6K
$5.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.3K- 4.02% |
$142K - $183K
|
55K
$4.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-2.35K- 9.86% |
$145K - $186K
|
21.5K
$1.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.52K- 7.01% |
$156K - $200K
|
33.4K
$2.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-2.84K- 2.74% |
$176K - $225K
|
101K
$8.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-2.88K- 8.34% |
$178K - $228K
|
31.6K
$2.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.93K- 30.22% |
$181K - $232K
|
6.76K
$563K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.99K- 3.36% |
$185K - $237K
|
86.2K
$7.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-3.11K- 12.69% |
$192K - $246K
|
21.4K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.2K- 5.78% |
$198K - $254K
|
52.2K
$4.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-3.26K- 12.62% |
$202K - $259K
|
22.6K
$1.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-3.4K- 1.7% |
$210K - $269K
|
197K
$16.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-3.44K- 23.66% |
$212K - $273K
|
11.1K
$925K
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-3.58K- 2.15% |
$221K - $284K
|
163K
$13.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
SELL
|
- |
-3.61K- 1.35% |
$223K - $286K
|
264K
$22M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.84K- 2.12% |
$237K - $304K
|
177K
$14.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-3.94K- 5.45% |
$243K - $312K
|
68.3K
$5.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.3K- 12.07% |
$266K - $341K
|
31.3K
$2.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-4.8K- 8.46% |
$296K - $381K
|
51.9K
$4.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-4.84K- 6.94% |
$299K - $384K
|
64.8K
$5.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.86K- 30.16% |
$300K - $385K
|
11.2K
$938K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-4.94K- 7.02% |
$305K - $392K
|
65.4K
$5.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-5.11K- 2.21% |
$315K - $405K
|
226K
$18.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-5.25K- 2.78% |
$324K - $417K
|
184K
$15.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-5.9K- 8.87% |
$364K - $468K
|
60.6K
$5.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-6.41K- 1.85% |
$396K - $508K
|
340K
$28.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-7.1K- 24.23% |
$439K - $563K
|
22.2K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-7.27K- 2.34% |
$449K - $576K
|
303K
$25.3M
|