Institutional Ownership American Centy ETF Tr Avantis (AVSD)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSD). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 1.34 Million shares, which have been reported (via 13F filing form) to have a value of $75.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Opes Wealth Management LLC
Menlo Park, CA |
May 02, 2024 Q1 2024 |
6,780
shares
|
$385,171
0.09% of portfolio
|
Q1 2024
Added 4.12%
|
|
Prairie View Partners, LLC
|
May 03, 2024 Q1 2024 |
6,568
shares
|
$373,128
0.04% of portfolio
|
Q1 2024
Added 5.04%
|
|
Plancorp, LLC
|
May 14, 2024 Q1 2024 |
5,840
shares
|
$331,770
0.01% of portfolio
|
Q4 2022
New holding
|
|
Tarbox Family Office, Inc.
|
Apr 15, 2024 Q1 2024 |
4,940
shares
|
$280,641
0.05% of portfolio
|
Q1 2024
Added 3.3%
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 09, 2024 Q1 2024 |
4,921
shares
|
$279,562
0.06% of portfolio
|
Q3 2023
Reduced 2.38%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
4,750
shares
|
$269,847
0.04% of portfolio
|
Q1 2024
Added 26.67%
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Jul 28, 2023 Q1 2023 |
4,670
shares
|
$265,302
0.1% of portfolio
|
Q4 2022
New holding
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
4,500
shares
|
$255,645
0.03% of portfolio
|
Q4 2022
New holding
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 13, 2024 Q1 2024 |
4,448
shares
|
$252,690
0.01% of portfolio
|
Q1 2024
New holding
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
4,150
shares
|
$235,761
0.0% of portfolio
|
Q1 2024
New holding
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
4,150
shares
|
$235,761
0.0% of portfolio
|
Q1 2024
New holding
|
|
Evanson Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
3,877
shares
|
$220,252
0.02% of portfolio
|
Q4 2023
New holding
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 09, 2024 Q1 2024 |
3,520
shares
|
$199,971
0.1% of portfolio
|
Q4 2023
Added 25.71%
|
|
Orion Capital Management LLC
|
May 10, 2024 Q1 2024 |
2,726
shares
|
$154,864
0.08% of portfolio
|
Q1 2024
Added 2.91%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
2,494
shares
|
$141,684
0.0% of portfolio
|
Q1 2024
New holding
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
May 10, 2024 Q1 2024 |
1,512
shares
|
$85,896
0.03% of portfolio
|
Q1 2024
Added 44.69%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
737
shares
|
$41,868
0.0% of portfolio
|
Q3 2023
New holding
|
|
Wealth Collab, LLC
Bellevue, WA |
May 10, 2024 Q1 2024 |
630
shares
|
$35,790
0.03% of portfolio
|
Q4 2023
New holding
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
507
shares
|
$28,802
0.0% of portfolio
|
Q4 2023
Reduced 95.51%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 11, 2024 Q1 2024 |
484
shares
|
$27,496
0.02% of portfolio
|
Q4 2023
New holding
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
447
shares
|
$25,394
0.01% of portfolio
|
Q1 2024
Added 0.9%
|
|
True Wealth Design, LLC
Akron, OH |
May 14, 2024 Q1 2024 |
143
shares
|
$8,123
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
114
shares
|
$6,476
0.0% of portfolio
|
Q1 2024
New holding
|
|
Morris Financial Concepts, Inc.
|
Apr 18, 2024 Q1 2024 |
37
shares
|
$2,101
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|