Purchases and Sales Made in Q3 2025 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.03M+ 27.48% |
$104M - $112M
|
4.76M
$525M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
481KNew |
$48.7M - $52.5M
|
481K
$53.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
326K+ 213.95% |
$33M - $35.6M
|
478K
$52.7M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
190K+ 52.25% |
$19.2M - $20.7M
|
553K
$61M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
93K+ 96.57% |
$9.41M - $10.2M
|
189K
$20.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
82.1K+ 7.4% |
$8.31M - $8.96M
|
1.19M
$131M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
70.5K+ 69.23% |
$7.14M - $7.7M
|
172K
$19M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
67.7K+ 11.33% |
$6.85M - $7.39M
|
665K
$73.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
47.8K+ 34.73% |
$4.84M - $5.22M
|
186K
$20.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
34.3K+ 1.33% |
$3.47M - $3.75M
|
2.62M
$289M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
22.1K+ 171.62% |
$2.24M - $2.41M
|
35K
$3.86M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
21.5K+ 14.29% |
$2.18M - $2.35M
|
172K
$19M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.3K+ 5.27% |
$1.95M - $2.1M
|
385K
$42.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
18.3K+ 1.5% |
$1.85M - $2M
|
1.23M
$136M
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
18K+ 50.07% |
$1.82M - $1.96M
|
53.9K
$5.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
16.6K+ 4.54% |
$1.68M - $1.81M
|
383K
$42.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
16.4K+ 1.62% |
$1.66M - $1.79M
|
1.03M
$114M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.6K+ 184.19% |
$1.58M - $1.7M
|
24K
$2.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
12.3K+ 5.01% |
$1.24M - $1.34M
|
257K
$28.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
12K+ 1.79% |
$1.21M - $1.31M
|
681K
$75.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
11.7K+ 2.47% |
$1.19M - $1.28M
|
486K
$53.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.4K+ 10.86% |
$1.15M - $1.24M
|
116K
$12.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
10.9K+ 3.69% |
$1.11M - $1.19M
|
307K
$33.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.78K+ 1.98% |
$989K - $1.07M
|
504K
$55.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
9.17K+ 11.1% |
$928K - $1M
|
91.8K
$10.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Divergent Planning, LLC
|
BUY
|
- |
7.53K+ 3.27% |
$762K - $822K
|
238K
$26.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
7.45KNew |
$754K - $813K
|
7.45K
$821K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
7.4KNew |
$749K - $808K
|
7.4K
$816K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.13K+ 1.19% |
$722K - $779K
|
608K
$67.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
6.56K+ 1.88% |
$664K - $716K
|
355K
$39.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
6.56K+ 2.51% |
$663K - $716K
|
268K
$29.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.36K+ 2.47% |
$643K - $694K
|
263K
$29.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.24K+ 5.39% |
$631K - $681K
|
122K
$13.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
6.04K+ 23.65% |
$611K - $659K
|
31.6K
$3.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.62K+ 17.46% |
$468K - $505K
|
31.1K
$3.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
4.28K+ 3.06% |
$434K - $468K
|
144K
$15.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
4.25K+ 12.06% |
$430K - $464K
|
39.5K
$4.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.14K+ 31.71% |
$419K - $452K
|
17.2K
$1.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
3.21K+ 2.71% |
$325K - $350K
|
122K
$13.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
2.97K+ 2.63% |
$301K - $324K
|
116K
$12.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
2.95K+ 1.42% |
$299K - $322K
|
210K
$23.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.95K+ 4.76% |
$298K - $321K
|
64.8K
$7.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.94KNew |
$298K - $321K
|
2.94K
$325K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.89K+ 6.35% |
$292K - $315K
|
48.3K
$5.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
2.85KNew |
$288K - $311K
|
2.85K
$314K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.76KNew |
$280K - $302K
|
2.76K
$305K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.71KNew |
$274K - $295K
|
2.71K
$298K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.7K+ 0.58% |
$273K - $295K
|
466K
$51.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.7K+ 2.04% |
$273K - $295K
|
135K
$14.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.68KNew |
$271K - $292K
|
2.68K
$295K
|