Institutional Ownership American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV). We have compiled data on the 374 institutions that hold shares in the stock, with a total of 78.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
3,885
shares
|
$258,274
0.25% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,874
shares
|
$257,543
0.01% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,853
shares
|
$256,147
0.1% of portfolio
|
Q3 2023
Reduced 13.82%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
3,708
shares
|
$246,507
0.12% of portfolio
|
Q3 2024
Reduced 73.85%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
3,685
shares
|
$244,978
0.01% of portfolio
|
Q2 2024
Added 6.5%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
3,624
shares
|
$240,923
0.04% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
3,608
shares
|
$239,859
0.07% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
3,486
shares
|
$231,749
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
3,463
shares
|
$230,220
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
3,324
shares
|
$220,979
0.09% of portfolio
|
Q3 2024
Reduced 97.15%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
3,295
shares
|
$219,051
0.06% of portfolio
|
Q2 2024
Added 25.43%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
3,198
shares
|
$212,603
0.02% of portfolio
|
Q3 2024
Reduced 54.64%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
3,195
shares
|
$212,403
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,177
shares
|
$211,206
0.0% of portfolio
|
Q3 2024
Reduced 21.69%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,085
shares
|
$205,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,027
shares
|
$201,234
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
3,000
shares
|
$199,440
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
2,972
shares
|
$197,578
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
2,897
shares
|
$192,592
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
2,856
shares
|
$189,866
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,834
shares
|
$188,404
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
2,810
shares
|
$186,808
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,309
shares
|
$153,502
0.0% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,272
shares
|
$151,042
0.01% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
2,260
shares
|
$150,244
0.06% of portfolio
|
Q2 2024
New holding
|