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 85 institutions that hold shares in the stock, with a total of 2.49 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
144,888
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
122,081
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
108,226
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
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
|
Oct 18, 2024 Q3 2024 |
75,318
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
69,025
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
68,843
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
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 |
Jan 29, 2025 Q4 2024 |
60,663
shares
|
$0
2.47% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
58,322
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
57,008
shares
|
$0
2.81% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
36,778
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
31,837
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1.1%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
31,453
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 61.36%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
30,615
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
25,748
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
24,678
shares
|
$0
0.12% of portfolio
|
Q3 2024
Added 76.79%
|
|
|
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%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
23,620
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
23,106
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
21,448
shares
|
$0
0.11% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
21,262
shares
|
$0
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
21,100
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.43%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
20,484
shares
|
$0
0.9% of portfolio
|
Q3 2024
New holding
|