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 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.93K- 30.22% |
$181K - $232K
|
6.76K
$568K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.99K- 3.36% |
$185K - $237K
|
86.2K
$7.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-3.11K- 12.69% |
$192K - $246K
|
21.4K
$1.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.2K- 5.78% |
$198K - $254K
|
52.2K
$4.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-3.26K- 12.62% |
$202K - $259K
|
22.6K
$1.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-3.4K- 1.7% |
$210K - $269K
|
197K
$16.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-3.44K- 23.66% |
$212K - $273K
|
11.1K
$932K
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-3.58K- 2.15% |
$221K - $284K
|
163K
$13.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
SELL
|
- |
-3.61K- 1.35% |
$223K - $286K
|
264K
$22.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.84K- 2.12% |
$237K - $304K
|
177K
$14.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-3.94K- 5.45% |
$243K - $312K
|
68.3K
$5.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.3K- 12.07% |
$266K - $341K
|
31.3K
$2.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.7K- 38.84% |
$290K - $373K
|
7.4K
$622K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-4.8K- 8.46% |
$296K - $381K
|
51.9K
$4.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-4.84K- 6.94% |
$299K - $384K
|
64.8K
$5.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.86K- 30.16% |
$300K - $385K
|
11.2K
$945K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-4.94K- 7.02% |
$305K - $392K
|
65.4K
$5.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-5.11K- 2.21% |
$315K - $405K
|
226K
$19M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-5.25K- 2.78% |
$324K - $417K
|
184K
$15.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-5.9K- 8.87% |
$364K - $468K
|
60.6K
$5.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-6.41K- 1.85% |
$396K - $508K
|
340K
$28.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-7.1K- 24.23% |
$439K - $563K
|
22.2K
$1.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-7.27K- 2.34% |
$449K - $576K
|
303K
$25.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-9.11K- 6.14% |
$563K - $722K
|
139K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.8K- 9.3% |
$731K - $939K
|
115K
$9.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-12.1K- 14.39% |
$745K - $957K
|
71.7K
$6.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-12.5K- 4.59% |
$772K - $991K
|
260K
$21.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.5K- 4.43% |
$836K - $1.07M
|
292K
$24.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-14.1K- 16.95% |
$868K - $1.12M
|
68.9K
$5.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-14.1K- 5.73% |
$872K - $1.12M
|
232K
$19.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-15.2K- 9.35% |
$937K - $1.2M
|
147K
$12.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-17K- 3.97% |
$1.05M - $1.35M
|
410K
$34.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-17.6K- 18.61% |
$1.08M - $1.39M
|
76.8K
$6.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-18.7K- 3.74% |
$1.16M - $1.49M
|
482K
$40.5M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.2K- 3.66% |
$1.37M - $1.76M
|
585K
$49.1M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-22.8K- 14.78% |
$1.41M - $1.81M
|
131K
$11M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-22.9K- 45.52% |
$1.41M - $1.81M
|
27.3K
$2.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-25K- 30.19% |
$1.54M - $1.98M
|
57.8K
$4.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-25K- 95.27% |
$1.55M - $1.98M
|
1.24K
$104K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27.1K- 79.57% |
$1.67M - $2.15M
|
6.95K
$584K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-29.1K- 34.46% |
$1.8M - $2.31M
|
55.4K
$4.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-29.9K- 9.88% |
$1.85M - $2.37M
|
273K
$22.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-30K- 4.86% |
$1.85M - $2.38M
|
587K
$49.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-30.6K- 19.16% |
$1.89M - $2.42M
|
129K
$10.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-41.5K- 37.83% |
$2.56M - $3.29M
|
68.2K
$5.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-45.7K- 17.95% |
$2.82M - $3.63M
|
209K
$17.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-54K- 9.43% |
$3.33M - $4.28M
|
519K
$43.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-57.7K- 8.07% |
$3.56M - $4.58M
|
658K
$55.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-70.5K- 67.58% |
$4.35M - $5.59M
|
33.8K
$2.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-861K- 88.66% |
$53.2M - $68.3M
|
110K
$9.26M
|