Institutional Ownership American Centy ETF Tr Avantis (AVSE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSE). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 613,557 shares, which have been reported (via 13F filing form) to have a value of $31.8 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
95,985
shares
|
$4.97 Million
0.59% of portfolio
|
Q4 2023
Reduced 13.98%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
79,755
shares
|
$4.13 Million
0.01% of portfolio
|
Q1 2024
Reduced 45.58%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
70,374
shares
|
$3.64 Million
0.01% of portfolio
|
Q1 2024
Added 14.07%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
62,564
shares
|
$3.24 Million
0.0% of portfolio
|
Q1 2024
Reduced 24.92%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
32,534
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2024
Added 8.25%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
29,292
shares
|
$1.52 Million
0.04% of portfolio
|
Q1 2024
Reduced 58.45%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
28,011
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.92%
|
|
Trademark Financial Management, LLC
Bloomington, MN |
May 07, 2024 Q1 2024 |
25,441
shares
|
$1.32 Million
1.03% of portfolio
|
Q1 2024
Added 6.76%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 02, 2024 Q1 2024 |
20,499
shares
|
$1.06 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
Northland Capital Management LLC
|
Apr 19, 2024 Q1 2024 |
19,722
shares
|
$1.02 Million
0.71% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
Highland Financial Advisors, LLC
|
May 06, 2024 Q1 2024 |
15,348
shares
|
$794,259
0.3% of portfolio
|
Q1 2024
Reduced 3.71%
|
|
Merriman Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
14,397
shares
|
$745,044
0.03% of portfolio
|
Q1 2024
Added 1.97%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
14,256
shares
|
$737,748
0.0% of portfolio
|
Q1 2024
New holding
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
13,786
shares
|
$713,425
0.05% of portfolio
|
Q1 2024
Added 0.3%
|
|
Wealthstream Advisors, Inc.
|
May 08, 2024 Q1 2024 |
12,123
shares
|
$627,365
0.23% of portfolio
|
Q1 2024
Reduced 2.92%
|
|
Wms Partners, LLC
|
May 15, 2024 Q1 2024 |
11,110
shares
|
$574,942
0.04% of portfolio
|
Q1 2024
Added 2.59%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,729
shares
|
$555,225
0.04% of portfolio
|
Q3 2022
Added 1.28%
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 19, 2024 Q1 2024 |
9,050
shares
|
$468,337
0.25% of portfolio
|
Q4 2023
New holding
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
7,718
shares
|
$399,406
0.0% of portfolio
|
Q1 2023
Added 272.21%
|
|
Plancorp, LLC
|
May 14, 2024 Q1 2024 |
5,755
shares
|
$297,821
0.01% of portfolio
|
Q4 2022
New holding
|
|
Tarbox Family Office, Inc.
|
Apr 15, 2024 Q1 2024 |
5,471
shares
|
$283,124
0.05% of portfolio
|
Q1 2024
Added 3.36%
|
|
Level Financial Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
5,230
shares
|
$270,652
0.12% of portfolio
|
Q1 2024
Added 0.44%
|
|
Team Hewins, LLC
Redwood City, CA |
May 03, 2024 Q1 2024 |
5,154
shares
|
$266,719
0.03% of portfolio
|
Q1 2024
Added 0.53%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
4,892
shares
|
$253,161
0.0% of portfolio
|
Q4 2023
New holding
|
|
Tci Wealth Advisors, Inc.
|
May 07, 2024 Q1 2024 |
4,513
shares
|
$233,547
0.02% of portfolio
|
Q1 2024
Added 0.27%
|