Institutional Ownership American Centy ETF Tr Avantis (AVGE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVGE). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 2.62 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
931,236
shares
|
$0
0.18% of portfolio
|
Q4 2024
Reduced 98.54%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
145,224
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
144,888
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
108,226
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
82,919
shares
|
$0
2.67% of portfolio
|
Q4 2024
Added 58.03%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
74,929
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
68,843
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
68,482
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
66,863
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
60,663
shares
|
$0
2.47% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
60,622
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
57,008
shares
|
$0
2.81% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
39,284
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
32,420
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
31,453
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 61.36%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
28,766
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 34.12%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
28,194
shares
|
$0
0.14% of portfolio
|
Q4 2024
Added 14.25%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
27,618
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,738
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 310.1%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
24,632
shares
|
$0
0.42% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
24,357
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 23.49%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
23,620
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
23,106
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
22,731
shares
|
$0
0.35% of portfolio
|
Q4 2024
Added 85.89%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
21,262
shares
|
$0
1.25% of portfolio
|
Q4 2024
New holding
|