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 6 institutions that hold shares in the stock, with a total of 27,142 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
|
Nov 12, 2024 Q3 2024 |
20,437
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
4,447
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
1,650
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 24.49%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
559
shares
|
$0
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
49
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|