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 45 institutions that hold shares in the stock, with a total of 3.95 Million shares, which have been reported (via 13F filing form) to have a value of $183 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
7,802
shares
|
$360,764
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
7,801
shares
|
$360,718
0.27% of portfolio
|
Q4 2024
Added 15.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
7,310
shares
|
$338,014
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
6,724
shares
|
$310,917
0.0% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
6,548
shares
|
$302,779
0.01% of portfolio
|
Q4 2024
Added 31.83%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
6,400
shares
|
$295,936
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,553
shares
|
$256,770
0.0% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
5,468
shares
|
$252,840
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,438
shares
|
$251,453
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,317
shares
|
$245,858
0.0% of portfolio
|
Q3 2024
Reduced 61.11%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
4,391
shares
|
$203,039
0.02% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,300
shares
|
$198,832
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
4,045
shares
|
$187,040
0.02% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,941
shares
|
$182,231
0.01% of portfolio
|
Q3 2024
Added 29.94%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,843
shares
|
$177,700
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
934
shares
|
$43,188
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
156
shares
|
$7,213
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$46
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|