Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV) 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
|
Wedmont Private Capital
|
BUY
|
- |
13.1K+ 47.48% |
$658K - $823K
|
40.7K
$2.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
12.7K+ 2.78% |
$639K - $798K
|
469K
$29.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
11.7K+ 13.88% |
$588K - $735K
|
96K
$6.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.67K+ 95.85% |
$335K - $419K
|
13.6K
$854K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
5.55K+ 11.38% |
$279K - $349K
|
54.4K
$3.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.58K+ 1.75% |
$180K - $225K
|
208K
$13M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.47K+ 7.89% |
$73.9K - $92.4K
|
20.1K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.33K+ 35.53% |
$66.8K - $83.5K
|
5.07K
$317K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.21K+ 1.65% |
$60.9K - $76.2K
|
74.6K
$4.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-63- 0.24% |
$3.17K - $3.96K
|
26.6K
$1.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-75- 1.05% |
$3.77K - $4.71K
|
7.07K
$443K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-317- 6.24% |
$15.9K - $19.9K
|
4.77K
$298K
|