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 344 institutions that hold shares in the stock, with a total of 66.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.32 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
126,603
shares
|
$8.26 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 16, 2024 Q2 2024 |
125,681
shares
|
$8.2 Million
2.36% of portfolio
|
Q2 2024
Added 28.31%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 12, 2024 Q2 2024 |
124,679
shares
|
$8.14 Million
0.75% of portfolio
|
Q2 2024
New holding
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 05, 2024 Q2 2024 |
123,460
shares
|
$8.06 Million
1.27% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
120,514
shares
|
$7.86 Million
0.08% of portfolio
|
Q2 2024
Added 10.78%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
116,738
shares
|
$7.62 Million
0.5% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
Northwest Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
116,270
shares
|
$7.59 Million
1.9% of portfolio
|
Q2 2024
Added 1.18%
|
|
Castle Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
114,708
shares
|
$7.49 Million
4.23% of portfolio
|
Q2 2024
Added 5.66%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
110,894
shares
|
$7.24 Million
0.03% of portfolio
|
Q2 2024
Added 33.49%
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
105,838
shares
|
$6.91 Million
1.63% of portfolio
|
Q2 2024
Reduced 3.59%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
102,626
shares
|
$6.7 Million
0.02% of portfolio
|
Q2 2024
Added 85.35%
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 12, 2024 Q2 2024 |
102,274
shares
|
$6.67 Million
4.92% of portfolio
|
Q2 2024
Added 2.03%
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 14, 2024 Q2 2024 |
99,654
shares
|
$6.5 Million
1.06% of portfolio
|
Q2 2024
Added 35.29%
|
|
Sage Rhino Capital LLC
|
Jul 30, 2024 Q2 2024 |
99,325
shares
|
$6.48 Million
1.52% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
98,998
shares
|
$6.46 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 15, 2024 Q2 2024 |
96,604
shares
|
$6.3 Million
4.29% of portfolio
|
Q2 2024
Added 0.57%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
92,866
shares
|
$6.06 Million
0.39% of portfolio
|
Q2 2024
Added 8.2%
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 02, 2024 Q2 2024 |
92,571
shares
|
$6.04 Million
2.47% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jul 29, 2024 Q2 2024 |
92,236
shares
|
$6.02 Million
1.34% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
90,207
shares
|
$5.89 Million
0.02% of portfolio
|
Q2 2024
Added 29.5%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
89,344
shares
|
$5.83 Million
0.14% of portfolio
|
Q2 2024
Added 0.3%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
89,339
shares
|
$5.83 Million
0.03% of portfolio
|
Q2 2023
Added 0.15%
|
|
Financial Futures LTD Liability Co.
|
Aug 06, 2024 Q2 2024 |
87,928
shares
|
$5.74 Million
3.66% of portfolio
|
Q2 2024
Reduced 9.77%
|
|
Mc Lean Asset Management Corp
|
Jul 11, 2024 Q2 2024 |
87,440
shares
|
$5.71 Million
1.81% of portfolio
|
Q2 2024
Added 30.12%
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 09, 2024 Q2 2024 |
84,353
shares
|
$5.5 Million
4.08% of portfolio
|
Q2 2024
Added 0.31%
|