Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) 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 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.08MNew |
$57.4M - $74.2M
|
1.08M
$75.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
180K+ 37.67% |
$9.55M - $12.3M
|
658K
$45.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
161K+ 41.2% |
$8.56M - $11.1M
|
553K
$38.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
156K+ 100.25% |
$8.28M - $10.7M
|
312K
$21.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
80.5KNew |
$4.27M - $5.51M
|
80.5K
$5.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
38.8K+ 6.46% |
$2.06M - $2.66M
|
640K
$44.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
38.8K+ 8.5% |
$2.06M - $2.66M
|
495K
$34.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
34.9K+ 187.14% |
$1.85M - $2.39M
|
53.5K
$3.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
26.6K+ 94.25% |
$1.41M - $1.82M
|
54.7K
$3.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
25.4K+ 27.83% |
$1.35M - $1.74M
|
117K
$8.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
23.6K+ 75.03% |
$1.25M - $1.61M
|
55K
$3.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
23.4K+ 131.22% |
$1.24M - $1.6M
|
41.2K
$2.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
22.2K+ 3.56% |
$1.18M - $1.52M
|
645K
$44.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
22.1K+ 31.32% |
$1.17M - $1.52M
|
92.7K
$6.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
21.6K+ 7.41% |
$1.15M - $1.48M
|
313K
$21.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21.3K+ 5.04% |
$1.13M - $1.46M
|
444K
$30.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
17.1K+ 14.21% |
$909K - $1.17M
|
138K
$9.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
14.8K+ 16.21% |
$786K - $1.01M
|
106K
$7.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
14.3K+ 7.28% |
$757K - $978K
|
210K
$14.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
13.7K+ 321.6% |
$729K - $941K
|
18K
$1.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
12.8K+ 4.16% |
$680K - $878K
|
321K
$22.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
12.6K+ 130.24% |
$669K - $864K
|
22.3K
$1.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.7K+ 4.25% |
$566K - $730K
|
261K
$18.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.84K+ 4.1% |
$522K - $675K
|
250K
$17.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.76K+ 14.32% |
$518K - $669K
|
77.9K
$5.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
9.06KNew |
$481K - $621K
|
9.06K
$629K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
8.13K+ 58.87% |
$432K - $557K
|
21.9K
$1.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.9K+ 0.78% |
$419K - $542K
|
1.02M
$71M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.87K+ 4.6% |
$418K - $539K
|
179K
$12.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7.57K+ 12.75% |
$402K - $519K
|
66.9K
$4.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
7.15K+ 7.39% |
$380K - $490K
|
104K
$7.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
6.53KNew |
$347K - $448K
|
6.53K
$454K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.39K+ 27.25% |
$339K - $438K
|
29.8K
$2.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
6.32K+ 4.8% |
$335K - $433K
|
138K
$9.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
6.06KNew |
$322K - $415K
|
6.06K
$420K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.93K+ 12.79% |
$315K - $406K
|
52.3K
$3.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
5.16KNew |
$274K - $353K
|
5.16K
$358K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
4.62K+ 8.71% |
$245K - $316K
|
57.6K
$4M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
4.47K+ 5.93% |
$237K - $307K
|
79.9K
$5.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
4.41K+ 3.82% |
$234K - $302K
|
120K
$8.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.15KNew |
$220K - $285K
|
4.15K
$288K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.09K+ 7.56% |
$217K - $280K
|
58.2K
$4.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
3.96KNew |
$210K - $271K
|
3.96K
$275K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.75K+ 2.43% |
$199K - $257K
|
158K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.66K+ 89.74% |
$194K - $251K
|
7.75K
$538K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.66K+ 2.72% |
$194K - $251K
|
138K
$9.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
3.65K+ 99.16% |
$194K - $250K
|
7.34K
$509K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
3.57KNew |
$190K - $245K
|
3.57K
$248K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.23KNew |
$171K - $221K
|
3.23K
$224K
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
3.19KNew |
$169K - $218K
|
3.19K
$221K
|