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 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
74+ 3.24% |
$7.49K - $8.08K
|
2.36K
$260K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
62+ 0.43% |
$6.27K - $6.77K
|
14.3K
$1.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
48+ 0.07% |
$4.86K - $5.24K
|
64.8K
$7.15M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
45New |
$4.55K - $4.91K
|
45
$4.96K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
38+ 0.16% |
$3.85K - $4.15K
|
23.6K
$2.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
36+ 0.26% |
$3.64K - $3.93K
|
14K
$1.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
36+ 0.08% |
$3.64K - $3.93K
|
43.9K
$4.85M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
28+ 0.03% |
$2.83K - $3.06K
|
91.7K
$10.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
25+ 0.62% |
$2.53K - $2.73K
|
4.07K
$449K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
11+ 0.26% |
$1.11K - $1.2K
|
4.27K
$470K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8+ 0.26% |
$810 - $873
|
3.04K
$335K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
8+ 0.25% |
$810 - $873
|
3.21K
$354K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
7+ 0.09% |
$708 - $764
|
7.88K
$869K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7+ 0.26% |
$708 - $764
|
2.73K
$301K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6+ 0.07% |
$607 - $655
|
8.78K
$969K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.08% |
$304 - $327
|
3.54K
$390K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3+ 0.14% |
$304 - $327
|
2.08K
$230K
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2+ 0.1% |
$202 - $218
|
2.02K
$223K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1+ 0.02% |
$101 - $109
|
6.02K
$664K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
1New |
$101 - $109
|
1
$110
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.35% |
$101 - $109
|
284
$31.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-6- 0.01% |
$607 - $655
|
55K
$6.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-18- 0.91% |
$1.82K - $1.96K
|
1.97K
$217K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-21- 0.54% |
$2.13K - $2.29K
|
3.9K
$430K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-42- 1.99% |
$4.25K - $4.58K
|
2.07K
$228K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-42- 0.12% |
$4.25K - $4.58K
|
36K
$3.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-47- 0.46% |
$4.76K - $5.13K
|
10.1K
$1.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-50- 0.78% |
$5.06K - $5.46K
|
6.36K
$701K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-51- 0.29% |
$5.16K - $5.57K
|
17.5K
$1.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-58- 1.09% |
$5.87K - $6.33K
|
5.28K
$582K
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-67- 1.07% |
$6.78K - $7.31K
|
6.22K
$686K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-75- 3.02% |
$7.59K - $8.19K
|
2.41K
$266K
|
|
|
Oct 21, 2025
Q3 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-93- 9.14% |
$9.41K - $10.2K
|
924
$102K
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-113- 0.21% |
$11.4K - $12.3K
|
53.8K
$5.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-116- 0.45% |
$11.7K - $12.7K
|
25.5K
$2.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-142- 1.38% |
$14.4K - $15.5K
|
10.2K
$1.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-147- 5.1% |
$14.9K - $16K
|
2.74K
$302K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-150- 33.41% |
$15.2K - $16.4K
|
299
$33K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-163- 5.19% |
$16.5K - $17.8K
|
2.98K
$328K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-169- 2.75% |
$17.1K - $18.4K
|
5.98K
$660K
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-216- 0.42% |
$21.9K - $23.6K
|
51.1K
$5.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-238- 1.07% |
$24.1K - $26K
|
22.1K
$2.44M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-268- 1.7% |
$27.1K - $29.3K
|
15.5K
$1.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-325- 1.2% |
$32.9K - $35.5K
|
26.8K
$2.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-352- 0.18% |
$35.6K - $38.4K
|
197K
$21.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-367- 1.45% |
$37.1K - $40.1K
|
25K
$2.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-388- 1.89% |
$39.3K - $42.4K
|
20.2K
$2.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-418- 0.24% |
$42.3K - $45.6K
|
170K
$18.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-456- 2.82% |
$46.1K - $49.8K
|
15.7K
$1.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-459- 17.31% |
$46.5K - $50.1K
|
2.19K
$242K
|