AVDE AMERICAN CENTY ETF TR
FollowSHS (fund)
413 managers (416 13F filers) reported a position in AVDE shares at 2024-12-31, 71,253,711 shares in all. 52 filers opened a position and 19 filers sold out during the quarter.
- Managers
- 413
- 13F filers
- 416
- New
- 52
- Added
- 201
- Reduced
- 84
- Sold out
- 19
- Shares held by filers
- 71,253,711
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| FWL INVESTMENT MANAGEMENT, LLC | 59 | $3.62K | <0.01% | -117 | 13F-HRTimeline |
| GHP Investment Advisors, Inc. | 54 | $3.31K | <0.01% | new | 13F-HRTimeline |
| SALEM INVESTMENT COUNSELORS INC | 49 | $3.01K | <0.01% | new | 13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them. |
| Family Capital Trust Co | 30 | $1.84K | <0.01% | 0 | 13F-HRTimeline |
| NorthRock Partners, LLC | 21 | $1.28K | <0.01% | -21 | 13F-HR/ATimeline |
| EVERMAY WEALTH MANAGEMENT LLC | 18 | $1.11K | <0.01% | new | 13F-HRTimeline |
| Key Financial Inc | 17 | $1.04K | <0.01% | 0 | 13F-HRTimeline |
| Addison Advisors LLC | 10 | $595 | <0.01% | 0 | 13F-HRTimeline |
| FMR LLCin group FMR LLC | 2 | $123 | <0.01% | +1 | 13F-HRTimelineGroup |
| BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/ | 2 | $123 | <0.01% | -1,061 | 13F-HRTimelineGroup |
| LANARK FINANCIAL, INC. | 1 | $81 | 0.01% | -1,470 | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |
| NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD | 0 | $0 | 0% | 0 | 13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |