Institutional Ownership American Centy ETF Tr Avantis (AVGE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVGE). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 2.64 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
931,236
shares
|
$0
0.18% of portfolio
|
Q4 2024
Reduced 98.54%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
145,224
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
143,676
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Nova R Wealth, Inc.
|
Apr 23, 2025 Q1 2025 |
105,142
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
82,919
shares
|
$0
2.67% of portfolio
|
Q4 2024
Added 58.03%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
69,841
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
68,843
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
68,482
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
66,863
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
60,784
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
60,622
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
57,085
shares
|
$0
2.58% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
39,284
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
32,420
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
31,009
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
28,766
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 34.12%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
28,194
shares
|
$0
0.14% of portfolio
|
Q4 2024
Added 14.25%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
27,618
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,738
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 310.1%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
24,632
shares
|
$0
0.42% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
24,357
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 23.49%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
24,298
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
23,897
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Apr 11, 2025 Q1 2025 |
23,643
shares
|
$0
1.43% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
22,731
shares
|
$0
0.35% of portfolio
|
Q4 2024
Added 85.89%
|