Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / AVANTIS MODERAT
-
Total 13F shares
-
169,681
-
Share change
-
+16,628
-
Total reported value
-
$9,570,456
-
Price per share
-
$56.40
-
Number of holders
-
10
-
Value change
-
+$937,845
-
Number of buys
-
7
-
Number of sells
-
2
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS MODERAT (AVMA) as of Q2 2024
As of 30 Jun 2024,
AMERICAN CENTY ETF TR - AVANTIS MODERAT (AVMA) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
169,681 shares.
The largest 10 holders included
Great Point Wealth Advisors, LLC, OSAIC HOLDINGS, INC., Advisory Services Network, LLC, Vawter Financial, Ltd., 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
10
institutional shareholders reporting positions in this security
for the Q2 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.