Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / AVANTIS US MID C
-
Total 13F shares
-
1,039,194
-
Share change
-
+656,003
-
Total reported value
-
$66,967,639
-
Price per share
-
$64.25
-
Number of holders
-
20
-
Value change
-
+$42,315,896
-
Number of buys
-
14
-
Number of sells
-
3
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS US MID C (AVMV) as of Q3 2024
As of 30 Sep 2024,
AMERICAN CENTY ETF TR - AVANTIS US MID C (AVMV) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,039,194 shares.
The largest 10 holders included
Moisand Fitzgerald Tamayo, LLC, AMERICAN CENTURY COMPANIES INC, ENZI WEALTH, WMG Financial Advisors, LLC, FINANCIAL MANAGEMENT NETWORK INC, Prosperity Planning, Inc., Premier Path Wealth Partners, LLC, Chicago Partners Investment Group LLC, Team Financial Group, LLC, and CITADEL ADVISORS LLC.
This page lists
20
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.