Institutional Ownership American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE). We have compiled data on the 359 institutions that hold shares in the stock, with a total of 67 Million shares, which have been reported (via 13F filing form) to have a value of $4.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
17,416
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
17,165
shares
|
$1.07 Million
0.92% of portfolio
|
Q3 2024
Reduced 25.58%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
16,904
shares
|
$1.06 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
16,334
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2024
Added 41.42%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
15,958
shares
|
$996,896
0.38% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
15,689
shares
|
$980,091
0.03% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
15,090
shares
|
$942,672
0.11% of portfolio
|
Q3 2024
Reduced 65.64%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
14,596
shares
|
$911,812
0.88% of portfolio
|
Q3 2024
Added 46.18%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
13,786
shares
|
$861,211
0.01% of portfolio
|
Q3 2024
Added 64.98%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
13,559
shares
|
$847,030
0.0% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
13,420
shares
|
$838,347
0.08% of portfolio
|
Q3 2024
Added 106.88%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
13,327
shares
|
$832,537
0.71% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,312
shares
|
$831,600
0.02% of portfolio
|
Q2 2024
Added 8.69%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
13,151
shares
|
$821,542
0.02% of portfolio
|
Q3 2024
Added 132.72%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
12,404
shares
|
$774,877
0.26% of portfolio
|
Q2 2023
Reduced 8.58%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,392
shares
|
$774,128
0.05% of portfolio
|
Q3 2024
Added 23.25%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
12,100
shares
|
$755,887
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
11,940
shares
|
$745,891
0.09% of portfolio
|
Q3 2024
Added 56.96%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
11,205
shares
|
$699,976
0.08% of portfolio
|
Q3 2024
Added 56.69%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
10,916
shares
|
$681,922
0.23% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
10,906
shares
|
$681,297
0.32% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
10,502
shares
|
$656,059
0.4% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,388
shares
|
$648,938
0.0% of portfolio
|
Q3 2024
Added 81.51%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
10,132
shares
|
$632,946
0.0% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
10,109
shares
|
$631,509
0.01% of portfolio
|
Q3 2024
Added 2.64%
|