Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / AVANTIS MODERAT
-
Total 13F shares
-
210,989
-
Share change
-
+11,120
-
Total reported value
-
$12,240,680
-
Price per share
-
$58.02
-
Number of holders
-
15
-
Value change
-
+$644,973
-
Number of buys
-
9
-
Number of sells
-
5
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS MODERAT (AVMA) as of Q1 2025
As of 31 Mar 2025,
AMERICAN CENTY ETF TR - AVANTIS MODERAT (AVMA) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
210,989 shares.
The largest 10 holders included
Great Point Wealth Advisors, LLC, LPL Financial LLC, Vawter Financial, Ltd., Versant Capital Management, Inc, OSAIC HOLDINGS, INC., Integrity Wealth Solutions LLC, Advisory Services Network, LLC, DIVERSIFY WEALTH MANAGEMENT, LLC, CROSSPOINT FINANCIAL, LLC, and Corient Private Wealth LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q1 2025 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.