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 |
---|---|---|---|---|---|
Wealth Collab, LLC
Bellevue, WA |
May 10, 2024 Q1 2024 |
2,460
shares
|
$127,305
0.09% of portfolio
|
Q4 2023
New holding
|
|
Prairie View Partners, LLC
|
May 03, 2024 Q1 2024 |
1,985
shares
|
$102,723
0.01% of portfolio
|
Q1 2024
Added 1.07%
|
|
True Wealth Design, LLC
Akron, OH |
May 14, 2024 Q1 2024 |
1,755
shares
|
$90,821
0.02% of portfolio
|
Q1 2024
Added 83.58%
|
|
Orion Capital Management LLC
|
May 10, 2024 Q1 2024 |
1,156
shares
|
$59,823
0.03% of portfolio
|
Q3 2023
New holding
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
May 10, 2024 Q1 2024 |
1,116
shares
|
$57,753
0.02% of portfolio
|
Q1 2024
Added 15.65%
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 09, 2024 Q1 2024 |
600
shares
|
$31,050
0.01% of portfolio
|
Q4 2023
Added 319.58%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
480
shares
|
$24,840
0.01% of portfolio
|
Q1 2024
Added 2.56%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 11, 2024 Q1 2024 |
166
shares
|
$8,590
0.01% of portfolio
|
Q4 2023
New holding
|
|
Morris Financial Concepts, Inc.
|
Apr 18, 2024 Q1 2024 |
130
shares
|
$6,727
0.0% of portfolio
|
Q1 2024
Reduced 29.73%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|