Purchases and Sales Made in Q4 2025 in American Centy ETF Tr Avantis (AVSE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.77KNew |
$357K - $382K
|
5.77K
$378K
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
5.55KNew |
$343K - $367K
|
5.55K
$363K
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
635+ 42.31% |
$39.3K - $42K
|
2.14K
$140K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
557+ 8.14% |
$34.4K - $36.9K
|
7.4K
$484K
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
420+ 11.81% |
$26K - $27.8K
|
3.98K
$260K
|
|
|
Jan 20, 2026
Q4 2025
|
Northland Capital Management LLC
|
BUY
|
- |
364+ 2.61% |
$22.5K - $24.1K
|
14.3K
$936K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16New |
$989 - $1.06K
|
16
$1.05K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 1.79% |
$556 - $596
|
513
$33.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1+ 0.08% |
$61.8 - $66.2
|
1.2K
$78.6K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-94- 3.51% |
$5.81K - $6.22K
|
2.58K
$169K
|
|
|
Jan 22, 2026
Q4 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-197- 2.56% |
$12.2K - $13K
|
7.49K
$490K
|
|
|
Jan 23, 2026
Q4 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-294- 1.28% |
$18.2K - $19.5K
|
22.7K
$1.49M
|
|