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
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.33K+ 35.53% |
$66.8K - $83.5K
|
5.07K
$339K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.21K+ 1.65% |
$60.9K - $76.2K
|
74.6K
$4.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
943+ 13.41% |
$47.4K - $59.3K
|
7.97K
$533K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
940+ 1.98% |
$47.3K - $59.1K
|
48.3K
$3.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
910+ 8.42% |
$45.7K - $57.2K
|
11.7K
$783K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
809+ 18.34% |
$40.7K - $50.8K
|
5.22K
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
741New |
$37.3K - $46.6K
|
741
$49.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
712+ 21.15% |
$35.8K - $44.7K
|
4.08K
$273K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
700+ 18.79% |
$35.2K - $44K
|
4.43K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
640New |
$32.2K - $40.2K
|
640
$42.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
599+ 9.38% |
$30.1K - $37.6K
|
6.98K
$467K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
389+ 0.62% |
$19.6K - $24.4K
|
63.1K
$4.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
287+ 1.83% |
$14.4K - $18K
|
15.9K
$1.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
286+ 7.54% |
$14.4K - $18K
|
4.08K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
281+ 104.07% |
$14.1K - $17.7K
|
551
$36.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
246+ 1.81% |
$12.4K - $15.5K
|
13.8K
$924K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
190+ 1.25% |
$9.55K - $11.9K
|
15.3K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
173+ 1.61% |
$8.7K - $10.9K
|
10.9K
$729K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
134+ 0.64% |
$6.74K - $8.42K
|
21K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
124+ 2.74% |
$6.23K - $7.79K
|
4.64K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
92+ 836.36% |
$4.62K - $5.78K
|
103
$6.88K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
72+ 0.47% |
$3.62K - $4.52K
|
15.2K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
53New |
$2.66K - $3.33K
|
53
$3.54K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
39+ 0.59% |
$1.96K - $2.45K
|
6.67K
$446K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
30New |
$1.51K - $1.89K
|
30
$2K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18+ 0.05% |
$905 - $1.13K
|
33.9K
$2.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-46- 1.13% |
$2.31K - $2.89K
|
4.03K
$269K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-50- 2.65% |
$2.51K - $3.14K
|
1.84K
$123K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-52- 0.06% |
$2.61K - $3.27K
|
80.5K
$5.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-63- 0.24% |
$3.17K - $3.96K
|
26.6K
$1.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-64- 5.36% |
$3.22K - $4.02K
|
1.13K
$75.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-75- 1.05% |
$3.77K - $4.71K
|
7.07K
$472K
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-129- 0.52% |
$6.48K - $8.11K
|
24.6K
$1.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-150- 1.62% |
$7.54K - $9.43K
|
9.12K
$609K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-167- 13.68% |
$8.4K - $10.5K
|
1.05K
$70.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-215- 1.8% |
$10.8K - $13.5K
|
11.7K
$784K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-301- 6.39% |
$15.1K - $18.9K
|
4.41K
$295K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-317- 6.24% |
$15.9K - $19.9K
|
4.77K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-337- 4.79% |
$16.9K - $21.2K
|
6.7K
$448K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-444- 0.46% |
$22.3K - $27.9K
|
95K
$6.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.05K- 9.94% |
$52.8K - $66K
|
9.52K
$636K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.22K- 10.7% |
$61.5K - $76.9K
|
10.2K
$682K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.38K- 2.37% |
$69.3K - $86.6K
|
56.7K
$3.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.38K- 1.1% |
$69.4K - $86.7K
|
124K
$8.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.66K- 2.47% |
$83.2K - $104K
|
65.3K
$4.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.72K- 3.8% |
$86.5K - $108K
|
43.5K
$2.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-2.37K- 11.56% |
$119K - $149K
|
18.2K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2.89K- 10.91% |
$145K - $182K
|
23.6K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-2.89K- 7.21% |
$145K - $182K
|
37.2K
$2.49M
|