Institutional Ownership American Centy ETF Tr Avantis (AVIE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIE). We have compiled data on the 7 institutions that hold shares in the stock, with a total of 34,966 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 |
|---|---|---|---|---|---|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
21,437
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
4,447
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
4,103
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,328
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
1,650
shares
|
$0
0.07% of portfolio
|
Q1 2025
Reduced 13.84%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|