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 $35.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
4,425
shares
|
$231,339
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
4,207
shares
|
$219,941
0.01% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
3,470
shares
|
$181,411
0.13% of portfolio
|
Q3 2024
Added 38.86%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
2,801
shares
|
$146,436
0.02% of portfolio
|
Q3 2024
Added 24.32%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,160
shares
|
$112,924
0.04% of portfolio
|
Q3 2024
Added 9.64%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
1,652
shares
|
$86,366
0.04% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,116
shares
|
$58,344
0.02% of portfolio
|
Q1 2024
Added 15.65%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
700
shares
|
$36,596
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
484
shares
|
$25,303
0.01% of portfolio
|
Q2 2024
Added 0.83%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
149
shares
|
$7,789
0.01% of portfolio
|
Q2 2024
Reduced 10.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|