Institutional Ownership American Centy ETF Travantis C (AVMU)
This table provides information about the institutional ownership of American Centy ETF Travantis C (AVMU). We have compiled data on the 34 institutions that hold shares in the stock, with a total of 2.23 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
645,064
shares
|
$29.7 Million
0.01% of portfolio
|
Q1 2024
Added 7.83%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2024 Q1 2024 |
259,698
shares
|
$12 Million
1.21% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Mattern Wealth Management LLC
|
May 13, 2024 Q1 2024 |
228,563
shares
|
$10.5 Million
2.67% of portfolio
|
Q1 2024
Added 7.82%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 07, 2024 Q1 2024 |
191,382
shares
|
$8.81 Million
1.44% of portfolio
|
Q1 2024
Added 5.32%
|
|
|
Plancorp, LLC
|
May 14, 2024 Q1 2024 |
144,218
shares
|
$6.64 Million
0.29% of portfolio
|
Q4 2021
Added 4.42%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
96,388
shares
|
$4.44 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 09, 2024 Q1 2024 |
96,388
shares
|
$4.44 Million
0.09% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
79,978
shares
|
$3.68 Million
0.01% of portfolio
|
Q1 2024
Added 4.98%
|
|
|
Prairie View Partners, LLC
|
May 03, 2024 Q1 2024 |
66,972
shares
|
$3.08 Million
0.36% of portfolio
|
Q1 2024
Added 85.77%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 22, 2024 Q1 2024 |
49,409
shares
|
$2.28 Million
0.55% of portfolio
|
Q1 2024
Added 132.0%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
45,073
shares
|
$2.08 Million
0.16% of portfolio
|
Q1 2024
Added 3.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
40,387
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2024
Added 35.83%
|
|
|
Advisory Resource Group
|
May 17, 2024 Q1 2024 |
40,350
shares
|
$1.86 Million
0.47% of portfolio
|
Q1 2024
Reduced 0.66%
|
|
|
Better Wealth, LLC
|
Apr 19, 2024 Q1 2024 |
36,701
shares
|
$1.69 Million
0.57% of portfolio
|
Q4 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
32,792
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2024
Reduced 81.99%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
31,950
shares
|
$1.47 Million
0.84% of portfolio
|
Q1 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
30,875
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2024
Reduced 3.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
24,879
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2024
Added 53.55%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
17,121
shares
|
$788,422
0.06% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
10,242
shares
|
$471,644
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Landmark Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
9,980
shares
|
$459,579
0.22% of portfolio
|
Q1 2024
Reduced 8.58%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2024 Q1 2024 |
8,410
shares
|
$387,280
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
May 14, 2024 Q1 2024 |
7,802
shares
|
$359,282
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
7,310
shares
|
$336,625
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 24, 2024 Q1 2024 |
5,703
shares
|
$262,623
0.22% of portfolio
|
Q1 2024
Reduced 14.93%
|
|