Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) 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
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
63.8K+ 46.96% |
$2.47M - $2.87M
|
200K
$8.88M
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
22.9KNew |
$889K - $1.03M
|
22.9K
$1.02M
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
21.9K+ 21.04% |
$849K - $984K
|
126K
$5.61M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.4K+ 13.37% |
$403K - $467K
|
88.1K
$3.92M
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
9.24K+ 7.75% |
$358K - $415K
|
129K
$5.72M
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
8.47K+ 3.75% |
$328K - $380K
|
234K
$10.4M
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8.44K+ 3.81% |
$327K - $379K
|
230K
$10.2M
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
7.58K+ 2.47% |
$294K - $340K
|
314K
$14M
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
6.95K+ 2.1% |
$269K - $312K
|
338K
$15M
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
4.52K+ 84.14% |
$175K - $203K
|
9.89K
$440K
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.31K+ 5.13% |
$50.8K - $58.8K
|
26.8K
$1.19M
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
533+ 10.12% |
$20.7K - $23.9K
|
5.8K
$258K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
237New |
$9.18K - $10.6K
|
237
$10.5K
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
147+ 2.18% |
$5.7K - $6.6K
|
6.89K
$307K
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
84+ 1.15% |
$3.26K - $3.77K
|
7.37K
$328K
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
41+ 0.72% |
$1.59K - $1.84K
|
5.76K
$256K
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-30- 17.54% |
$1.16K - $1.35K
|
141
$6.27K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-309- 1.1% |
$12K - $13.9K
|
27.8K
$1.24M
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-365- 1.04% |
$14.1K - $16.4K
|
34.7K
$1.55M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-410- 6.48% |
$15.9K - $18.4K
|
5.91K
$263K
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-636- 4.25% |
$24.6K - $28.6K
|
14.3K
$637K
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-644- 0.41% |
$25K - $28.9K
|
157K
$6.99M
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.06K- 82.68% |
$79.9K - $92.6K
|
432
$19.2K
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-2.75K- 7.72% |
$107K - $123K
|
32.8K
$1.46M
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-3.14K- 0.86% |
$122K - $141K
|
363K
$16.1M
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.74K- 98.5% |
$145K - $168K
|
57
$2.54K
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-8.58K- 7.78% |
$332K - $385K
|
102K
$4.52M
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-10K- 3.25% |
$388K - $450K
|
298K
$13.3M
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-11.4K- 16.28% |
$442K - $513K
|
58.7K
$2.61M
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-16.1K- 15.3% |
$624K - $723K
|
89.1K
$3.97M
|