AVGV AMERICAN CENTY ETF TR
FollowSHS (fund)
14 managers (14 13F filers) reported a position in AVGV shares at 2024-12-31, 801,634 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 14
- 13F filers
- 14
- New
- 4
- Added
- 4
- Reduced
- 0
- Sold out
- 2
- Shares held by filers
- 801,634
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 |
|---|---|---|---|---|---|
| Meredith Wealth Planning | 382,534 | $23.3M | 10.4% | +33,098 | 13F-HRTimeline |
| Ridgeline Wealth, LLC | 157,592 | $9.61M | 7.83% | 13F-HRTimeline | |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 156,013 | $9.51M | <0.01% | new | 13F-HRTimelineGroup |
| Paul R. Ried Financial Group, LLC | 39,546 | $2.41M | 1.69% | 13F-HRTimeline | |
| M Wealth Management, LLC | 31,402 | $1.91M | 1.75% | 13F-HRTimeline | |
| Evanson Asset Management, LLC | 18,191 | $1.11M | 0.08% | +4,507 | 13F-HRTimeline |
| Vawter Financial, Ltd. | 5,176 | $316K | 0.19% | +33 | 13F-HRTimeline |
| Merriman Wealth Management, LLC | 5,153 | $314K | 0.01% | new | 13F-HRTimeline |
| Austin Wealth Management, LLC | 4,652 | $291K | 0.06% | +195 | 13F-HRTimeline |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… | 866 | $52.8K | 0.02% | 0 | 13F-HRTimeline |
| Orion Capital Management LLC | 310 | $18.9K | 0.01% | new | 13F-HRTimeline |
| Moisand Fitzgerald Tamayo, LLC | 195 | $11.9K | <0.01% | 0 | 13F-HRTimeline |
| MAI Capital Management | 4 | $271 | <0.01% | new | 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. |