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 42 institutions that hold shares in the stock, with a total of 2.28 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
745,888
shares
|
$34.2 Million
0.01% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
262,586
shares
|
$12 Million
1.14% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
248,949
shares
|
$11.4 Million
2.75% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
185,271
shares
|
$8.49 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
144,218
shares
|
$6.61 Million
0.28% of portfolio
|
Q4 2021
Added 4.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
76,796
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
74,644
shares
|
$3.42 Million
0.36% of portfolio
|
Q3 2024
Added 34.86%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
64,183
shares
|
$2.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
50,329
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2024
Added 18.38%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
47,230
shares
|
$2.17 Million
0.53% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
44,719
shares
|
$2.05 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
36,701
shares
|
$1.68 Million
0.52% of portfolio
|
Q4 2023
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
31,950
shares
|
$1.46 Million
0.84% of portfolio
|
Q1 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
30,875
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2024
Reduced 3.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
28,639
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
28,112
shares
|
$1.29 Million
0.42% of portfolio
|
Q3 2024
Reduced 97.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
27,906
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 243.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
18,877
shares
|
$865,510
0.0% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
18,534
shares
|
$849,783
0.06% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,242
shares
|
$469,595
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
9,123
shares
|
$418,289
0.19% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
8,410
shares
|
$385,598
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
7,802
shares
|
$357,721
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
7,310
shares
|
$335,163
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
6,731
shares
|
$308,616
0.24% of portfolio
|
Q2 2024
Added 18.03%
|