Institutional Ownership American Centy ETF Travantis C (AVMU)
This table provides information about the institutional ownership of American Centy ETF Travantis C (AVMU). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 2.29 Million shares, which have been reported (via 13F filing form) to have a value of $106 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
745,888
shares
|
$34.7 Million
0.01% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
273,988
shares
|
$12.7 Million
1.25% of portfolio
|
Q2 2024
Added 5.5%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
248,949
shares
|
$11.6 Million
2.75% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
185,271
shares
|
$8.62 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
144,218
shares
|
$6.71 Million
0.28% of portfolio
|
Q4 2021
Added 4.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
76,796
shares
|
$3.57 Million
0.01% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
74,644
shares
|
$3.47 Million
0.36% of portfolio
|
Q3 2024
Added 34.86%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
64,183
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
50,329
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
Added 18.38%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
47,230
shares
|
$2.2 Million
0.53% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
44,719
shares
|
$2.08 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
36,701
shares
|
$1.71 Million
0.52% of portfolio
|
Q4 2023
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
31,950
shares
|
$1.49 Million
0.84% of portfolio
|
Q1 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
30,875
shares
|
$1.44 Million
0.03% of portfolio
|
Q1 2024
Reduced 3.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
28,639
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
28,112
shares
|
$1.31 Million
0.42% of portfolio
|
Q3 2024
Reduced 97.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
27,906
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 243.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
18,877
shares
|
$877,969
0.0% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
18,534
shares
|
$862,016
0.06% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
10,242
shares
|
$476,355
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
9,123
shares
|
$424,310
0.19% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
8,410
shares
|
$391,149
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7,802
shares
|
$362,871
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
7,310
shares
|
$339,988
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
6,731
shares
|
$313,058
0.24% of portfolio
|
Q2 2024
Added 18.03%
|