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 62 institutions that hold shares in the stock, with a total of 1.11 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 |
---|---|---|---|---|---|
Apella Capital, LLC
|
Apr 10, 2024 Q1 2024 |
8,173
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 4.51%
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 15, 2024 Q1 2024 |
8,109
shares
|
$0
0.3% of portfolio
|
Q1 2024
Added 1.31%
|
|
Austin Wealth Management, LLC
Austin, TX |
May 23, 2024 Q1 2024 |
8,031
shares
|
$0
0.14% of portfolio
|
Q1 2024
New holding
|
|
Plancorp, LLC
|
May 14, 2024 Q1 2024 |
8,014
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 0.3%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
7,943
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
7,814
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 0.81%
|
|
Waypoint Wealth Partners Inc.
|
Apr 24, 2024 Q1 2024 |
6,550
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.09%
|
|
Northwest Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
6,333
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 12.65%
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 18, 2024 Q1 2024 |
5,886
shares
|
$0
0.27% of portfolio
|
Q1 2024
Added 21.24%
|
|
Bip Wealth, LLC
Atlanta, GA |
May 08, 2024 Q1 2024 |
5,057
shares
|
$0
0.03% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
4,731
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 05, 2024 Q1 2024 |
4,688
shares
|
$0
0.27% of portfolio
|
Q1 2024
Added 23.3%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
4,634
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 18, 2024 Q1 2024 |
4,472
shares
|
$0
0.04% of portfolio
|
Q4 2023
New holding
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 30, 2024 Q1 2024 |
4,134
shares
|
$0
0.18% of portfolio
|
Q1 2024
Added 17.24%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
4,089
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 23, 2024 Q1 2024 |
4,045
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.52%
|
|
Wespac Advisors So Cal, LLC
|
Apr 18, 2024 Q1 2024 |
3,660
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Apr 22, 2024 Q1 2024 |
3,056
shares
|
$0
0.16% of portfolio
|
Q1 2024
New holding
|
|
Annapolis Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
2,531
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 60.48%
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
May 10, 2024 Q1 2024 |
1,095
shares
|
$0
0.03% of portfolio
|
Q1 2024
Added 7.04%
|
|
Orion Capital Management LLC
|
May 10, 2024 Q1 2024 |
1,041
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
820
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
711
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 14.31%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 16, 2024 Q1 2024 |
614
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 4.6%
|