Institutional Ownership American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 4.02 Million shares, which have been reported (via 13F filing form) to have a value of $211 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jacobi Capital Management LLC
|
May 10, 2024 Q1 2024 |
3,888
shares
|
$203,886
0.02% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
3,598
shares
|
$188,679
0.01% of portfolio
|
Q4 2023
Added 5.3%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Apr 23, 2024 Q1 2024 |
2,849
shares
|
$149,401
0.01% of portfolio
|
Q1 2024
Reduced 96.94%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
2,607
shares
|
$136,711
0.0% of portfolio
|
Q1 2024
Reduced 24.43%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
2,383
shares
|
$124,964
0.01% of portfolio
|
Q1 2024
Added 88.68%
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jun 17, 2024 Q1 2024 |
1,202
shares
|
$63,032
0.02% of portfolio
|
Q1 2024
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
937
shares
|
$49,136
0.0% of portfolio
|
Q2 2023
New holding
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
May 06, 2024 Q1 2024 |
929
shares
|
$48,716
0.02% of portfolio
|
Q4 2022
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
799
shares
|
$41,899
0.01% of portfolio
|
Q4 2023
New holding
|
|
Nemes Rush Group LLC
Novi, MI |
May 15, 2024 Q1 2024 |
642
shares
|
$33,666
0.0% of portfolio
|
Q1 2024
Added 1326.67%
|
|
Orion Capital Management LLC
|
May 10, 2024 Q1 2024 |
370
shares
|
$19,402
0.01% of portfolio
|
Q3 2023
New holding
|
|
Clear Point Advisors Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
201
shares
|
$10,540
0.01% of portfolio
|
Q4 2023
New holding
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
173
shares
|
$9,072
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
100
shares
|
$5,244
0.0% of portfolio
|
Q4 2023
Reduced 87.52%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
10
shares
|
$524
0.0% of portfolio
|
Q1 2023
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$52
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|