Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.56M+ 218.11% |
$208M - $258M
|
3.74M
$407M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
2.09MNew |
$170M - $211M
|
2.09M
$228M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
718K+ 111.89% |
$58.4M - $72.4M
|
1.36M
$148M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
266K+ 11.48% |
$21.7M - $26.8M
|
2.59M
$282M
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
230KNew |
$18.7M - $23.2M
|
230K
$25.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
208K+ 53.63% |
$16.9M - $21M
|
596K
$65M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
198K+ 74.38% |
$16.1M - $20M
|
465K
$50.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
176KNew |
$14.3M - $17.7M
|
176K
$19.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
144K+ 16.46% |
$11.7M - $14.5M
|
1.02M
$111M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
138KNew |
$11.2M - $13.9M
|
138K
$15M
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
137K+ 54.82% |
$11.2M - $13.8M
|
388K
$42.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
106K+ 2162.65% |
$8.62M - $10.7M
|
111K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
97.5KNew |
$7.93M - $9.83M
|
97.5K
$10.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
85.4K+ 8.34% |
$6.95M - $8.61M
|
1.11M
$121M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.2K+ 3.78% |
$6.61M - $8.19M
|
2.23M
$243M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
68.1K+ 234948.28% |
$5.54M - $6.87M
|
68.2K
$7.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
67.6K+ 24.12% |
$5.5M - $6.82M
|
348K
$38M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
66K+ 12.42% |
$5.37M - $6.66M
|
598K
$65.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
65.4K+ 21.74% |
$5.32M - $6.59M
|
366K
$39.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
65.3K+ 544575.0% |
$5.32M - $6.59M
|
65.4K
$7.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
61.4K+ 80.46% |
$5M - $6.19M
|
138K
$15M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
57.4K+ 14.24% |
$4.67M - $5.78M
|
460K
$50.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
56.2KNew |
$4.57M - $5.67M
|
56.2K
$6.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
50.9K+ 112.2% |
$4.14M - $5.13M
|
96.3K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
50.5KNew |
$4.11M - $5.09M
|
50.5K
$5.51M
|
|
|
Aug 25, 2025
Q2 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
43.6KNew |
$3.55M - $4.4M
|
43.6K
$4.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
42.8K+ 292.46% |
$3.49M - $4.32M
|
57.5K
$6.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
41.7K+ 24.81% |
$3.4M - $4.21M
|
210K
$22.9M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.5K+ 2.47% |
$3.22M - $3.99M
|
1.64M
$179M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
37.9K+ 5.95% |
$3.08M - $3.82M
|
675K
$73.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.4K+ 27.23% |
$3.04M - $3.77M
|
175K
$19M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.7K+ 2.24% |
$2.99M - $3.7M
|
1.67M
$183M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
36.2K+ 8.49% |
$2.95M - $3.65M
|
463K
$50.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36K+ 3.34% |
$2.93M - $3.63M
|
1.11M
$121M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
34.7K+ 9.29% |
$2.82M - $3.5M
|
408K
$44.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
34.6K+ 2.93% |
$2.82M - $3.49M
|
1.22M
$133M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
30K+ 4.82% |
$2.44M - $3.02M
|
652K
$71.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.6K+ 36.37% |
$2.41M - $2.98M
|
111K
$12.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
29.4K+ 11.03% |
$2.39M - $2.96M
|
296K
$32.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.2K+ 3.12% |
$2.37M - $2.94M
|
964K
$105M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
29K+ 71.14% |
$2.36M - $2.92M
|
69.7K
$7.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
27.1K+ 194.62% |
$2.2M - $2.73M
|
41K
$4.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
25.9K+ 9.21% |
$2.11M - $2.62M
|
308K
$33.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
25.6KNew |
$2.08M - $2.58M
|
25.6K
$2.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
24.8K+ 47.29% |
$2.02M - $2.5M
|
77.2K
$8.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
23.3K+ 7.31% |
$1.9M - $2.35M
|
343K
$37.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
23.3K+ 6.79% |
$1.89M - $2.34M
|
366K
$39.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
23KNew |
$1.87M - $2.32M
|
23K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.6K+ 8.48% |
$1.84M - $2.28M
|
290K
$31.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
22.6K+ 3.94% |
$1.84M - $2.28M
|
596K
$65.1M
|
|