AVIE AMERICAN CENTY ETF TR
FollowAVANTIS INFLATIN (fund)
7 managers (7 13F filers) reported a position in AVIE shares at 2025-03-31, 38,087 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 2
- Added
- 2
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 38,087
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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 |
|---|---|---|---|---|---|
| Plancorp, LLC | 21,037 | $1.36M | 0.05% | +600 | 13F-HRTimeline |
| Geneos Wealth Management Inc. | 6,849 | $441K | 0.01% | +3,798 | 13F-HRTimeline |
| Verus Financial Partners, Inc. | 4,447 | $267K | 0.03% | 0 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 4,103 | $264K | <0.01% | new | 13F-HRTimelineGroup |
| ELEVATE WEALTH ADVISORY, INC | 1,650 | $106K | 0.08% | -265 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 1 | $64 | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |