Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) 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 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
743KNew |
$42.3M - $50.7M
|
743K
$51.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
196K+ 146.73% |
$11.2M - $13.4M
|
330K
$23M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
103K+ 587.2% |
$5.86M - $7.03M
|
121K
$8.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
99.5KNew |
$5.66M - $6.79M
|
99.5K
$6.94M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
82K+ 68.4% |
$4.66M - $5.59M
|
202K
$14.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
72.7K+ 15.66% |
$4.13M - $4.96M
|
537K
$37.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
31.7K+ 35.4% |
$1.8M - $2.16M
|
121K
$8.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
31.2K+ 2.38% |
$1.77M - $2.13M
|
1.34M
$93.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
22.1K+ 11.13% |
$1.26M - $1.51M
|
221K
$15.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
17.4KNew |
$986K - $1.18M
|
17.4K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
16.4K+ 170.99% |
$933K - $1.12M
|
26K
$1.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
14.8K+ 211.15% |
$839K - $1.01M
|
21.7K
$1.52M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
11.8K+ 7.19% |
$671K - $805K
|
176K
$12.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
10K+ 17.65% |
$571K - $685K
|
66.9K
$4.67M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
9.84K+ 4.96% |
$559K - $671K
|
208K
$14.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
9.55KNew |
$543K - $651K
|
9.55K
$666K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.43K+ 14.04% |
$422K - $507K
|
60.3K
$4.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.82K+ 5.96% |
$388K - $465K
|
121K
$8.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
5.05K+ 47.79% |
$287K - $344K
|
15.6K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.5K+ 24.36% |
$256K - $307K
|
23K
$1.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
3.89K+ 1.92% |
$221K - $266K
|
207K
$14.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.42K+ 6.75% |
$138K - $165K
|
38.3K
$2.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.29K+ 6.53% |
$130K - $156K
|
37.4K
$2.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
2.21K+ 16.57% |
$126K - $151K
|
15.5K
$1.08M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.16K+ 28.89% |
$123K - $147K
|
9.62K
$671K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.71K+ 12.26% |
$97.2K - $117K
|
15.6K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.4K+ 4.33% |
$79.4K - $95.2K
|
33.7K
$2.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.28K+ 9.89% |
$73K - $87.6K
|
14.3K
$995K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
855New |
$48.6K - $58.3K
|
855
$59.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
570+ 0.58% |
$32.4K - $38.9K
|
99.4K
$6.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
219New |
$12.5K - $14.9K
|
219
$15.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
145+ 0.08% |
$8.24K - $9.89K
|
191K
$13.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
22+ 0.12% |
$1.25K - $1.5K
|
18.8K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
19+ 0.44% |
$1.08K - $1.3K
|
4.36K
$304K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
15+ 0.4% |
$853 - $1.02K
|
3.75K
$261K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.0% |
$56.9 - $68.2
|
31.5K
$2.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-9- 0.07% |
$512 - $614
|
13.2K
$920K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-86- 32.82% |
$4.89K - $5.87K
|
176
$12.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-764- 3.6% |
$43.4K - $52.1K
|
20.5K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-2.51K- 2.11% |
$143K - $171K
|
117K
$8.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-3.02K- 1.71% |
$172K - $206K
|
173K
$12.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-3.48K- 12.32% |
$198K - $237K
|
24.7K
$1.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-6.76K- 1.33% |
$384K - $461K
|
501K
$34.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-7.7K- 2.18% |
$438K - $525K
|
346K
$24.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-259K- 2.61% |
$14.7M - $17.6M
|
9.65M
$673M
|