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 36 institutions that hold shares in the stock, with a total of 3.49 Million shares, which have been reported (via 13F filing form) to have a value of $163 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 25, 2024 Q2 2024 |
6,731
shares
|
$315,414
0.25% of portfolio
|
Q2 2024
Added 18.03%
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
5,468
shares
|
$256,230
0.06% of portfolio
|
Q4 2023
New holding
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
5,468
shares
|
$256,230
0.0% of portfolio
|
Q2 2024
New holding
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
4,630
shares
|
$216,961
0.01% of portfolio
|
Q2 2024
New holding
|
|
Financial Advisory Service, Inc.
|
Jul 29, 2024 Q2 2024 |
4,355
shares
|
$204,075
0.02% of portfolio
|
Q2 2024
Added 6.48%
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
4,260
shares
|
$199,623
0.02% of portfolio
|
Q2 2024
Added 6.5%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
3,843
shares
|
$180,082
0.0% of portfolio
|
Q3 2023
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
3,033
shares
|
$142,126
0.01% of portfolio
|
Q2 2024
Added 7.78%
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Aug 08, 2024 Q2 2024 |
934
shares
|
$43,767
0.03% of portfolio
|
Q2 2024
New holding
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 25, 2024 Q2 2024 |
800
shares
|
$37,488
0.02% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|