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 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-86- 1.47% |
$4.56K - $5.89K
|
5.77K
$400K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-176- 0.18% |
$9.34K - $12.1K
|
98.6K
$6.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-179- 66.3% |
$9.5K - $12.3K
|
91
$6.32K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-189- 0.95% |
$10K - $13K
|
19.8K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-204- 2.15% |
$10.8K - $14K
|
9.31K
$646K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-233- 6.14% |
$12.4K - $16K
|
3.56K
$247K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-370- 1.67% |
$19.6K - $25.4K
|
21.8K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-382- 0.39% |
$20.3K - $26.2K
|
97K
$6.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-502- 0.38% |
$26.6K - $34.4K
|
130K
$9.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-849- 2.38% |
$45.1K - $58.2K
|
34.9K
$2.42M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.15K- 9.94% |
$61K - $78.8K
|
10.4K
$724K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.24K- 0.61% |
$66K - $85.3K
|
201K
$14M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1.77K- 4.79% |
$94.1K - $122K
|
35.2K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.85K- 10.25% |
$98.1K - $127K
|
16.2K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-2.34K- 9.13% |
$124K - $160K
|
23.3K
$1.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-3.16K- 8.46% |
$168K - $217K
|
34.3K
$2.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-3.56K- 2.86% |
$189K - $244K
|
121K
$8.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.69K- 2.87% |
$196K - $253K
|
125K
$8.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.45K- 1.69% |
$236K - $305K
|
259K
$18M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-4.82K- 1.64% |
$256K - $330K
|
289K
$20M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.45K- 11.2% |
$289K - $374K
|
43.2K
$3M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5.64K- 2.1% |
$299K - $387K
|
263K
$18.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-6.81K- 0.58% |
$361K - $466K
|
1.17M
$81M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-9.58K- 2.39% |
$509K - $657K
|
392K
$27.2M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-9.78K- 5.35% |
$519K - $670K
|
173K
$12M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-10.2K- 20.99% |
$539K - $696K
|
38.2K
$2.65M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-11.1K- 7.88% |
$589K - $761K
|
130K
$9.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-15K- 3.29% |
$794K - $1.03M
|
439K
$30.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-16.5K- 33.67% |
$877K - $1.13M
|
32.6K
$2.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-22.5K- 1.61% |
$1.2M - $1.55M
|
1.38M
$95.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-40.2K- 2.22% |
$2.13M - $2.75M
|
1.77M
$123M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-42.5K- 21.86% |
$2.26M - $2.92M
|
152K
$10.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-70.9K- 6.51% |
$3.76M - $4.86M
|
1.02M
$70.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-77.2K- 78.12% |
$4.1M - $5.29M
|
21.6K
$1.5M
|