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 43 institutions that hold shares in the stock, with a total of 3.88 Million shares, which have been reported (via 13F filing form) to have a value of $179 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
1,613,311
shares
|
$74.6 Million
0.45% of portfolio
|
Q4 2024
Reduced 96.71%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
745,888
shares
|
$34.5 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
|
$12.1 Million
1.14% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
252,910
shares
|
$11.7 Million
2.76% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
178,548
shares
|
$8.26 Million
1.24% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
144,218
shares
|
$6.67 Million
0.28% of portfolio
|
Q4 2021
Added 4.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
76,796
shares
|
$3.55 Million
0.01% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
64,183
shares
|
$2.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.17%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
62,123
shares
|
$2.87 Million
1.44% of portfolio
|
Q4 2024
Added 1097.67%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
61,903
shares
|
$2.86 Million
0.3% of portfolio
|
Q4 2024
Reduced 17.07%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
50,379
shares
|
$2.33 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
50,329
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2024
Added 18.38%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
48,470
shares
|
$2.24 Million
0.56% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
36,701
shares
|
$1.7 Million
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
31,950
shares
|
$1.48 Million
0.84% of portfolio
|
Q1 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
30,875
shares
|
$1.43 Million
0.03% of portfolio
|
Q1 2024
Reduced 3.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
28,639
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
27,906
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 243.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
18,877
shares
|
$872,872
0.0% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
18,534
shares
|
$857,012
0.06% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
12,597
shares
|
$582,485
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
11,000
shares
|
$508,640
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,242
shares
|
$473,590
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
8,624
shares
|
$398,773
0.18% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
8,410
shares
|
$388,878
0.05% of portfolio
|
Q4 2023
New holding
|