Purchases and Sales Made in Q4 2025 in American Centy ETF Tr Avantis (AVGE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVGE) 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 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
72.1K+ 44.93% |
N/A
|
233K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Frankly Finances, LLC
Winter Park, FL |
BUY
|
- |
51.6KNew |
N/A
|
51.6K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Financial Plan, Inc.
Bellingham, WA |
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.5K+ 11.22% |
N/A
|
104K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5.38K+ 7.61% |
N/A
|
76.1K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.79K+ 13.38% |
N/A
|
40.6K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
4.72KNew |
N/A
|
4.72K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
4.55K+ 19.48% |
N/A
|
27.9K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.29KNew |
N/A
|
4.29K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.97KNew |
N/A
|
3.97K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.21KNew |
N/A
|
3.21K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.17K+ 7.44% |
N/A
|
45.8K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.15K+ 25.04% |
N/A
|
15.7K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.05K+ 10.44% |
N/A
|
32.3K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.43KNew |
N/A
|
2.43K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.74K+ 6.51% |
N/A
|
28.5K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
852+ 36.09% |
N/A
|
3.21K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
823+ 21.1% |
N/A
|
4.72K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
791+ 29.89% |
N/A
|
3.44K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
564+ 2.75% |
N/A
|
21K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
518+ 0.94% |
N/A
|
55.9K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
480+ 2.83% |
N/A
|
17.5K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
475+ 83.33% |
N/A
|
1.05K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
471+ 62.97% |
N/A
|
1.22K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
435+ 1.6% |
N/A
|
27.7K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
388+ 10.9% |
N/A
|
3.95K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
375+ 5.54% |
N/A
|
7.14K
$0
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
260+ 4.44% |
N/A
|
6.11K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
252+ 4.06% |
N/A
|
6.46K
$0
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
217+ 7.95% |
N/A
|
2.95K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
147+ 4.04% |
N/A
|
3.79K
$0
|
|
|
Jan 28, 2026
Q4 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
109New |
N/A
|
109
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
96+ 0.78% |
N/A
|
12.5K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
85New |
N/A
|
85
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
82+ 303.7% |
N/A
|
109
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
71+ 1.37% |
N/A
|
5.25K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
58+ 1.61% |
N/A
|
3.66K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
26+ 0.86% |
N/A
|
3.04K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4- 0.55% |
N/A
|
717
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-6- 0.01% |
N/A
|
65.3K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-15- 0.55% |
N/A
|
2.7K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-58- 1.69% |
N/A
|
3.37K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-67- 2.75% |
N/A
|
2.37K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-122- 4.02% |
N/A
|
2.91K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-262- 87.33% |
N/A
|
38
$0
|
|
|
Jan 28, 2026
Q4 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-755- 4.53% |
N/A
|
15.9K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-959- 17.12% |
N/A
|
4.64K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-2.17K- 2.13% |
N/A
|
99.9K
$0
|
|
|
Jan 28, 2026
Q4 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.35K- 8.52% |
N/A
|
68.3K
$0
|
|