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AVMA AMERICAN CENTY ETF TR

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SHS (fund)

15 managers (15 13F filers) reported a position in AVMA shares at 2024-12-31, 199,869 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.

Managers
15
13F filers
15
New
1
Added
9
Reduced
3
Sold out
0
Shares held by filers
199,869

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.

HolderSharesValue% of portfolioChangeSource
Great Point Wealth Advisors, LLC90,830$5.28M1.15%+3913F-HRTimeline
LPL Financial LLC47,589$2.77M<0.01%+4,68713F-HRTimeline
Vawter Financial, Ltd.14,443$840K0.5%+1,28113F-HRTimeline
Advisory Services Network, LLC10,922$635K0.01%-2,13113F-HRTimeline
Integrity Wealth Solutions LLC6,630$385K0.22%+313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,589$383K<0.01%+4,98913F-HR/ATimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …6,631$382K0.03%+45613F-HRTimelineGroup
Plancorp, LLC3,750$218K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,736$217K<0.01%new13F-HRTimelineGroup
Werba Rubin Papier Wealth Management3,547$206K0.05%-11613F-HRTimeline
UBS Group AGin group UBS Group AG2,232$130K<0.01%+2,18513F-HRTimelineGroup
Versant Capital Management, Inc1,455$84.6K0.02%+75713F-HRTimeline
Sunbelt Securities, Inc.1,371$79.9K0.01%-40813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…144$8.36K<0.01%+3613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.