Purchases and Sales Made in Q4 2025 in American Centy ETF Tr Avantis (AVSF)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSF) 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
|
Mattern Wealth Management LLC
|
BUY
|
- |
16.7K+ 9.42% |
$784K - $791K
|
194K
$9.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
15K+ 42.3% |
$705K - $710K
|
50.5K
$2.38M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.9K+ 28.73% |
$514K - $518K
|
49K
$2.31M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.43K+ 23.02% |
$349K - $352K
|
39.7K
$1.87M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
6.22KNew |
$292K - $294K
|
6.22K
$292K
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.2K+ 16.44% |
$56.4K - $56.8K
|
8.5K
$400K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
537New |
$25.2K - $25.4K
|
537
$25.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
128+ 1.45% |
$6.01K - $6.06K
|
8.93K
$420K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
9+ 0.1% |
$423 - $426
|
8.84K
$416K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-51- 98.08% |
$2.4K - $2.41K
|
1
$47.1
|
|
|
Jan 26, 2026
Q4 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-143- 2.88% |
$6.72K - $6.77K
|
4.82K
$227K
|
|
|
Jan 20, 2026
Q4 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-525- 2.62% |
$24.7K - $24.8K
|
19.5K
$918K
|
|
|
Jan 26, 2026
Q4 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-69.8K- 16.17% |
$3.28M - $3.3M
|
362K
$17M
|
|