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 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.08K+ 26.27% |
$163K - $211K
|
14.8K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
3.04KNew |
$161K - $208K
|
3.04K
$211K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2.94K+ 12.13% |
$156K - $201K
|
27.2K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.76K+ 26.21% |
$147K - $189K
|
13.3K
$923K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
2.71K+ 4.01% |
$144K - $185K
|
70.2K
$4.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
2.64K+ 47.75% |
$140K - $181K
|
8.16K
$566K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.49K+ 4.98% |
$132K - $171K
|
52.5K
$3.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.43K+ 44.82% |
$129K - $166K
|
7.85K
$545K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.3K+ 1.22% |
$122K - $158K
|
190K
$13.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.23K+ 4.67% |
$118K - $153K
|
50K
$3.47M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
2.17K+ 2.49% |
$115K - $149K
|
89.3K
$6.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.07K+ 24.58% |
$110K - $142K
|
10.5K
$728K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.78K+ 42.33% |
$94.4K - $122K
|
5.98K
$415K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.73K+ 5.33% |
$91.9K - $119K
|
34.2K
$2.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.49K+ 1.58% |
$79.2K - $102K
|
95.8K
$6.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1.43K+ 0.98% |
$76.1K - $98.2K
|
147K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.38K+ 4.15% |
$73.3K - $94.6K
|
34.6K
$2.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.3K+ 0.15% |
$69.1K - $89.2K
|
869K
$60.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.25K+ 15.06% |
$66.5K - $85.9K
|
9.58K
$665K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.21K+ 1.81% |
$64K - $82.6K
|
67.8K
$4.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.15K+ 6.18% |
$60.9K - $78.7K
|
19.7K
$1.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 0.53% |
$59.7K - $77K
|
213K
$14.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
935+ 2.8% |
$49.6K - $64.1K
|
34.4K
$2.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
831+ 21.72% |
$44.1K - $57K
|
4.66K
$323K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
680+ 2.38% |
$36.1K - $46.6K
|
29.2K
$2.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
593+ 2.12% |
$31.5K - $40.6K
|
28.5K
$1.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
439+ 0.3% |
$23.3K - $30.1K
|
149K
$10.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
387+ 0.3% |
$20.5K - $26.5K
|
131K
$9.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
374+ 1.23% |
$19.9K - $25.6K
|
30.8K
$2.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
357+ 5.03% |
$18.9K - $24.5K
|
7.45K
$517K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
348New |
$18.5K - $23.9K
|
348
$24.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
335+ 213.38% |
$17.8K - $23K
|
492
$34.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
192+ 0.21% |
$10.2K - $13.2K
|
90K
$6.25M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
187New |
$9.93K - $12.8K
|
187
$13K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
164+ 4.24% |
$8.71K - $11.2K
|
4.03K
$280K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
150New |
$7.96K - $10.3K
|
150
$10.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
125+ 2.51% |
$6.64K - $8.57K
|
5.1K
$354K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
80+ 1.28% |
$4.25K - $5.48K
|
6.33K
$439K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
57+ 1.06% |
$3.03K - $3.91K
|
5.44K
$378K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
49+ 0.41% |
$2.6K - $3.36K
|
12K
$836K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
48+ 0.21% |
$2.55K - $3.29K
|
22.8K
$1.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
39New |
$2.07K - $2.67K
|
39
$2.71K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 0.11% |
$1.01K - $1.3K
|
18.1K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
18+ 0.31% |
$955 - $1.23K
|
5.76K
$400K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
11+ 14.29% |
$584 - $754
|
88
$6.11K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7New |
$372 - $480
|
7
$486
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.14% |
$212 - $274
|
355
$24.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-55- 1.15% |
$2.92K - $3.77K
|
4.72K
$327K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-65- 28.63% |
$3.45K - $4.46K
|
162
$11.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-79- 1.42% |
$4.19K - $5.41K
|
5.47K
$379K
|