AVIE AMERICAN CENTY ETF TR
FollowAVANTIS INFLATIN (fund)
6 managers (6 13F filers) reported a position in AVIE shares at 2024-09-30, 27,142 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 0
- Added
- 1
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 27,142
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, Q3 2024
Filers in the available 13F reports with a share position at 2024-09-30, 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 |
|---|---|---|---|---|---|
| Plancorp, LLC | 20,437 | $1.32M | 0.05% | +570 | 13F-HRTimeline |
| Verus Financial Partners, Inc. | 4,447 | $288K | 0.03% | 0 | 13F-HRTimeline |
| LAM GROUP, INC. | 1,650 | $106K | 0.08% | -535 | 13F-HRTimeline |
| ELEVATE WEALTH ADVISORY, INC | 559 | $36K | 0.03% | 0 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 49 | $3.16K | <0.01% | -21 | 13F-HRTimelineGroup |
| 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. |