American Centy ETF Tr Avantis AVDE
Institutional shares held
81.6 Million
800
calls
1.6K
puts
Total value of holdings
$5.5B
$53K
calls
$107K
puts
# of Institutions
432
We take great care to ensure that the data presented and summarized in this overview for AMERICAN CENTY ETF TR AVANTIS is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding AVDE
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Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$409 Million1.17% of portfolio
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Annex Advisory Services, LLC4.94MShares$330 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.89MShares$327 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL3.38MShares$226 Million0.32% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$178 Million17.59% of portfolio
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High Tower Advisors, LLC Chicago, IL2.45MShares$163 Million0.21% of portfolio
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American Century Companies Inc Kansas City, MO2.22MShares$148 Million0.08% of portfolio
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Wms Partners, LLC1.98MShares$132 Million6.99% of portfolio
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Wipfli Financial Advisors Llc,1.81MShares$121 Million5.8% of portfolio
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Lpl Financial LLC Fort Mill, SC1.54MShares$103 Million0.04% of portfolio