Institutional Ownership American Centy ETF Tr Avantis (AVSE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSE). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 680,788 shares, which have been reported (via 13F filing form) to have a value of $35.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
148,995
shares
|
$7.77 Million
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
95,985
shares
|
$5 Million
0.59% of portfolio
|
Q4 2023
Reduced 13.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
71,873
shares
|
$3.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
44,899
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
Added 84.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
40,821
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2024
Added 46.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
31,362
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
25,079
shares
|
$1.31 Million
1.1% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
21,699
shares
|
$1.13 Million
0.23% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
18,599
shares
|
$969,751
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
18,086
shares
|
$943,004
0.36% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
17,928
shares
|
$934,765
0.69% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
16,622
shares
|
$866,671
0.06% of portfolio
|
Q3 2024
Added 22.07%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,320
shares
|
$694,504
0.03% of portfolio
|
Q2 2024
Reduced 7.48%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
11,826
shares
|
$616,607
0.13% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,729
shares
|
$559,410
0.04% of portfolio
|
Q3 2022
Added 1.28%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
10,659
shares
|
$555,760
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
9,844
shares
|
$513,266
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
9,054
shares
|
$472,075
0.25% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,457
shares
|
$440,947
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
6,880
shares
|
$358,723
0.02% of portfolio
|
Q3 2024
Added 15.01%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
6,078
shares
|
$316,906
0.06% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
5,755
shares
|
$300,065
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
5,598
shares
|
$291,879
0.13% of portfolio
|
Q2 2024
Added 7.04%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
4,963
shares
|
$258,770
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,513
shares
|
$235,307
0.02% of portfolio
|
Q1 2024
Added 0.27%
|