Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVSE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSE) 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 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
412KNew |
$18.8M - $24.1M
|
412K
$24.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
20.2K+ 17.37% |
$922K - $1.19M
|
137K
$8.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.58KNew |
$163K - $210K
|
3.58K
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.45KNew |
$157K - $203K
|
3.45K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 11.97% |
$99.8K - $128K
|
20.5K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1.42K+ 23.73% |
$64.7K - $83.3K
|
7.41K
$439K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9+ 0.16% |
$410 - $528
|
5.61K
$333K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 1.01% |
$228 - $293
|
499
$29.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-33- 0.49% |
$1.5K - $1.93K
|
6.69K
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-178- 1.25% |
$8.11K - $10.4K
|
14K
$832K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-532- 11.79% |
$24.2K - $31.2K
|
3.98K
$236K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-906- 9.52% |
$41.3K - $53.1K
|
8.61K
$511K
|