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 41 institutions that hold shares in the stock, with a total of 2.25 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
7,310
shares
|
$328,657
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
6,500
shares
|
$292,240
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
6,407
shares
|
$288,058
0.01% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,553
shares
|
$249,662
0.0% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
5,468
shares
|
$245,841
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
4,330
shares
|
$194,676
0.02% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,300
shares
|
$193,328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
4,271
shares
|
$192,024
0.11% of portfolio
|
Q1 2025
Added 357.28%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
4,121
shares
|
$185,280
0.09% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
4,045
shares
|
$181,863
0.02% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
3,933
shares
|
$176,827
0.09% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,843
shares
|
$172,781
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
2,981
shares
|
$134,025
0.02% of portfolio
|
Q1 2025
Added 63.07%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,338
shares
|
$60,156
0.0% of portfolio
|
Q4 2024
Added 133700.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
582
shares
|
$26,166
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|