Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / AVANTIS MODERAT
-
Total 13F shares
-
153,053
-
Share change
-
+130,629
-
Total reported value
-
$8,703,968
-
Price per share
-
$56.87
-
Number of holders
-
11
-
Value change
-
+$7,428,699
-
Number of buys
-
7
-
Number of sells
-
1
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS MODERAT (AVMA) as of Q1 2024
As of 31 Mar 2024,
AMERICAN CENTY ETF TR - AVANTIS MODERAT (AVMA) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
153,053 shares.
The largest 10 holders included
Great Point Wealth Advisors, LLC, OSAIC HOLDINGS, INC., Vawter Financial, Ltd., Advisory Services Network, LLC, Integrity Wealth Solutions LLC, Werba Rubin Papier Wealth Management, Plancorp, LLC, Sunbelt Securities, Inc., Versant Capital Management, Inc, and EverSource Wealth Advisors, LLC.
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.