Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / AVANTIS US LARG
-
Total 13F shares
-
3,443,444
-
Share change
-
+281,583
-
Total reported value
-
$212,773,704
-
Price per share
-
$61.81
-
Number of holders
-
11
-
Value change
-
+$17,490,152
-
Number of buys
-
10
-
Number of sells
-
2
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS US LARG (AVLC) as of Q1 2024
As of 31 Mar 2024,
AMERICAN CENTY ETF TR - AVANTIS US LARG (AVLC) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,443,444 shares.
The largest 10 holders included
Oak Root LLC, Cypress Point Wealth Management, LLC, AlphaQ Advisors LLC, LPL Financial LLC, Plancorp, LLC, CITADEL ADVISORS LLC, Waterfront Wealth Inc., COMMONWEALTH EQUITY SERVICES, LLC, Chicago Partners Investment Group LLC, and DIXON FNANCIAL SERVICES, INC..
This page lists
11
institutional shareholders reporting positions in this security
for the Q1 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.