Institutional Ownership American Centy ETF Tr Avantis (AVSD)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSD). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 1.42 Million shares, which have been reported (via 13F filing form) to have a value of $93.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,534
shares
|
$100,569
0.04% of portfolio
|
Q1 2025
Added 766.67%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,512
shares
|
$99,126
0.04% of portfolio
|
Q1 2025
Reduced 33.77%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
1,460
shares
|
$95,717
0.05% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
990
shares
|
$64,904
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
737
shares
|
$48,317
0.0% of portfolio
|
Q3 2024
Reduced 41.74%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
496
shares
|
$32,517
0.0% of portfolio
|
Q1 2025
Reduced 27.8%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
457
shares
|
$29,960
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
404
shares
|
$26,486
0.02% of portfolio
|
Q2 2024
Reduced 16.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
99
shares
|
$6,490
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
37
shares
|
$2,425
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
2
shares
|
$131
0.01% of portfolio
|
Q1 2025
Reduced 99.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|