Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) 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
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.56M+ 218.11% |
$208M - $258M
|
3.74M
$383M
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
2.09MNew |
$170M - $211M
|
2.09M
$215M
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
266K+ 11.48% |
$21.7M - $26.8M
|
2.59M
$265M
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
208K+ 53.63% |
$16.9M - $21M
|
596K
$61.1M
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
106K+ 2162.65% |
$8.62M - $10.7M
|
111K
$11.4M
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
85.4K+ 8.34% |
$6.95M - $8.61M
|
1.11M
$114M
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
67.6K+ 24.12% |
$5.5M - $6.82M
|
348K
$35.7M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
66K+ 12.42% |
$5.37M - $6.66M
|
598K
$61.3M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
50.9K+ 112.2% |
$4.14M - $5.13M
|
96.3K
$9.87M
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
41.7K+ 24.81% |
$3.4M - $4.21M
|
210K
$21.5M
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
37.9K+ 5.95% |
$3.08M - $3.82M
|
675K
$69.3M
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
23.3K+ 6.79% |
$1.89M - $2.34M
|
366K
$37.5M
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
23KNew |
$1.87M - $2.32M
|
23K
$2.36M
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
22.1K+ 30.57% |
$1.8M - $2.23M
|
94.5K
$9.69M
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
20.2K+ 28.69% |
$1.64M - $2.04M
|
90.6K
$9.29M
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
17.7K+ 3.72% |
$1.44M - $1.79M
|
494K
$50.7M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.2K+ 2.95% |
$1.4M - $1.74M
|
601K
$61.7M
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16.6K+ 7.29% |
$1.35M - $1.68M
|
245K
$25.1M
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
15.5K+ 23.04% |
$1.26M - $1.56M
|
82.7K
$8.47M
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
14.9K+ 11.88% |
$1.21M - $1.5M
|
140K
$14.3M
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.5K+ 4.03% |
$933K - $1.16M
|
296K
$30.3M
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
8.98K+ 6.26% |
$730K - $905K
|
152K
$15.6M
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
7.96K+ 25.87% |
$648K - $802K
|
38.7K
$3.97M
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
7.94K+ 4.2% |
$646K - $800K
|
197K
$20.2M
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
6.99KNew |
$569K - $704K
|
6.99K
$716K
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6K+ 41.92% |
$488K - $605K
|
20.3K
$2.08M
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
5.75KNew |
$468K - $579K
|
5.75K
$589K
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
5.16K+ 2.28% |
$420K - $520K
|
231K
$23.7M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.87KNew |
$396K - $491K
|
4.87K
$499K
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4.25KNew |
$346K - $429K
|
4.25K
$436K
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.73K+ 8.95% |
$304K - $376K
|
45.5K
$4.66M
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.72K+ 16.86% |
$303K - $375K
|
25.8K
$2.65M
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.62K+ 2.35% |
$295K - $365K
|
158K
$16.2M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.51K+ 11.28% |
$286K - $354K
|
34.6K
$3.55M
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
3.29KNew |
$267K - $331K
|
3.29K
$337K
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.05K+ 14.54% |
$248K - $307K
|
24K
$2.46M
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
3.03KNew |
$247K - $306K
|
3.03K
$311K
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.87KNew |
$233K - $289K
|
2.87K
$294K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.49K+ 10.39% |
$203K - $251K
|
26.5K
$2.71M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.48K+ 4.83% |
$202K - $250K
|
53.9K
$5.53M
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.44K+ 9.27% |
$199K - $246K
|
28.8K
$2.95M
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.13KNew |
$174K - $215K
|
2.13K
$219K
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.08K+ 24.82% |
$169K - $209K
|
10.4K
$1.07M
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.02KNew |
$165K - $204K
|
2.02K
$207K
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
2K+ 16.28% |
$162K - $201K
|
14.3K
$1.46M
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
1.99K+ 1.71% |
$162K - $201K
|
119K
$12.2M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.76K+ 34.26% |
$143K - $177K
|
6.89K
$706K
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
1.71K+ 0.32% |
$139K - $172K
|
530K
$54.4M
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
1.51K+ 1.36% |
$123K - $153K
|
113K
$11.6M
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.38K+ 3.98% |
$112K - $139K
|
36K
$3.69M
|