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 359 institutions that hold shares in the stock, with a total of 67 Million shares, which have been reported (via 13F filing form) to have a value of $4.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,944
shares
|
$628,560
0.02% of portfolio
|
Q3 2024
Added 39.25%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
9,885
shares
|
$624,830
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
9,874
shares
|
$624,135
0.0% of portfolio
|
Q3 2024
Added 21.26%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
9,588
shares
|
$606,057
0.01% of portfolio
|
Q2 2024
Added 18.97%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
9,534
shares
|
$602,644
0.25% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
8,974
shares
|
$567,246
0.4% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
8,845
shares
|
$559,092
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,420
shares
|
$532,228
0.04% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
8,199
shares
|
$518,258
0.31% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
8,109
shares
|
$512,569
0.01% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
8,075
shares
|
$510,420
0.3% of portfolio
|
Q3 2024
Added 41.84%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
7,934
shares
|
$501,508
0.01% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
7,889
shares
|
$498,663
0.14% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,823
shares
|
$494,491
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7,616
shares
|
$481,407
0.21% of portfolio
|
Q3 2024
Reduced 85.87%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
7,380
shares
|
$466,489
0.22% of portfolio
|
Q1 2024
Reduced 16.23%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
7,293
shares
|
$460,990
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
7,257
shares
|
$458,714
0.42% of portfolio
|
Q3 2024
Reduced 31.93%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
7,231
shares
|
$457,071
0.03% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
7,188
shares
|
$454,353
0.18% of portfolio
|
Q1 2024
Reduced 4.01%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,041
shares
|
$445,061
0.23% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
6,973
shares
|
$440,763
0.02% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
6,969
shares
|
$440,510
0.0% of portfolio
|
Q3 2024
Added 58.57%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
6,940
shares
|
$438,677
0.16% of portfolio
|
Q2 2024
Added 639.87%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
6,667
shares
|
$421,421
0.01% of portfolio
|
Q3 2024
Added 11.94%
|