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 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.27K+ 12.78% |
$103K - $128K
|
11.2K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.2K+ 3.46% |
$97.7K - $121K
|
35.9K
$3.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.04K+ 13.41% |
$84.5K - $105K
|
8.78K
$900K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
680+ 6.49% |
$55.3K - $68.6K
|
11.2K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
555+ 1.18% |
$45.2K - $56K
|
47.5K
$4.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
526+ 4.2% |
$42.8K - $53K
|
13.1K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
183New |
$14.9K - $18.5K
|
183
$18.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
33+ 0.04% |
$2.69K - $3.33K
|
91.6K
$9.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
25New |
$2.03K - $2.52K
|
25
$2.56K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
19+ 9.69% |
$1.55K - $1.92K
|
215
$22K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17+ 0.06% |
$1.38K - $1.71K
|
30.9K
$3.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
14+ 0.4% |
$1.14K - $1.41K
|
3.54K
$363K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
10+ 0.31% |
$814 - $1.01K
|
3.21K
$329K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
6+ 0.2% |
$488 - $605
|
3.03K
$311K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4+ 0.06% |
$326 - $403
|
6.29K
$645K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1- 0.03% |
$81.4 - $101
|
3.75K
$385K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-26- 0.5% |
$2.12K - $2.62K
|
5.13K
$526K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-32- 6.65% |
$2.6K - $3.23K
|
449
$46K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-37- 0.36% |
$3.01K - $3.73K
|
10.1K
$1.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-42- 0.06% |
$3.42K - $4.23K
|
64.8K
$6.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-70- 2.5% |
$5.7K - $7.06K
|
2.73K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-98- 0.72% |
$7.98K - $9.88K
|
13.5K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-126- 5.44% |
$10.3K - $12.7K
|
2.19K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-173- 0.82% |
$14.1K - $17.4K
|
20.8K
$2.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-279- 1.92% |
$22.7K - $28.1K
|
14.3K
$1.46M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.09K- 6.45% |
$88.5K - $110K
|
15.8K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.09K- 20.18% |
$88.9K - $110K
|
4.32K
$443K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.35K- 6.18% |
$110K - $136K
|
20.6K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.59K- 8.34% |
$130K - $161K
|
17.5K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.66K- 1.89% |
$135K - $167K
|
86.1K
$8.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.86K- 21.36% |
$152K - $188K
|
6.86K
$703K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.5K- 2.97% |
$203K - $252K
|
81.6K
$8.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2.76K- 27.94% |
$225K - $279K
|
7.13K
$731K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-3.54K- 5.92% |
$288K - $357K
|
56.3K
$5.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.62K- 1.36% |
$294K - $365K
|
262K
$26.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-6.44K- 11.69% |
$524K - $649K
|
48.7K
$4.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-8.27K- 18.71% |
$673K - $834K
|
35.9K
$3.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-15K- 19.66% |
$1.22M - $1.51M
|
61.2K
$6.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-17K- 0.56% |
$1.39M - $1.72M
|
3.03M
$311M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-18.1K- 9.59% |
$1.48M - $1.83M
|
171K
$17.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-19.3K- 18.73% |
$1.57M - $1.94M
|
83.6K
$8.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-21.3K- 1.97% |
$1.73M - $2.15M
|
1.06M
$109M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-24.6K- 35.92% |
$2M - $2.48M
|
43.9K
$4.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-26.7K- 11.41% |
$2.17M - $2.69M
|
207K
$21.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-31.4K- 13.5% |
$2.56M - $3.17M
|
201K
$20.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-32.3K- 30.33% |
$2.62M - $3.25M
|
74.1K
$7.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-60.6K- 6.79% |
$4.93M - $6.11M
|
832K
$85.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-240K- 82.4% |
$19.5M - $24.2M
|
51.3K
$5.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-768K- 86.99% |
$62.5M - $77.5M
|
115K
$11.8M
|