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 102 institutions that hold shares in the stock, with a total of 1.81 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 |
|---|---|---|---|---|---|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,095
shares
|
$0
0.03% of portfolio
|
Q1 2025
Reduced 48.08%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
908
shares
|
$0
0.04% of portfolio
|
Q1 2025
Added 17.31%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
891
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
721
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 105.41%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
705
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
521
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 297.71%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
516
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
477
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 27.54%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
390
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 55.28%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
382
shares
|
$0
0.02% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
340
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
280
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
206
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 26.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
202
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
189
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 13.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
162
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 440.0%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
155
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
86
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 11.69%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
85
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
70
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
69
shares
|
$0
0.54% of portfolio
|
Q1 2025
Reduced 99.29%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
61
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 60.53%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
51
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
27
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
19
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 18.75%
|