Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC) 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 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
64.2KNew |
$2.72M - $3.32M
|
64.2K
$3.47M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.9K+ 21.62% |
$335K - $409K
|
44.4K
$2.4M
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.69K+ 7.7% |
$156K - $191K
|
51.6K
$2.79M
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.74K+ 2.81% |
$116K - $142K
|
100K
$5.43M
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
510+ 5.32% |
$21.6K - $26.4K
|
10.1K
$546K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
141New |
$5.98K - $7.3K
|
141
$7.62K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-734- 8.86% |
$31.1K - $38K
|
7.56K
$408K
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-878- 13.43% |
$37.2K - $45.4K
|
5.66K
$306K
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-5.22K- 26.63% |
$221K - $270K
|
14.4K
$778K
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.65K- 13.6% |
$282K - $344K
|
42.2K
$2.28M
|