Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / AVANTIS MODERAT
-
Total 13F shares
-
93,908
-
Share change
-
-26,239
-
Total reported value
-
$5,778,865
-
Price per share
-
$61.47
-
Number of holders
-
12
-
Value change
-
-$1,560,536
-
Number of buys
-
3
-
Number of sells
-
9
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS MODERAT (AVMA) as of Q2 2025
As of 30 Jun 2025,
AMERICAN CENTY ETF TR - AVANTIS MODERAT (AVMA) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
93,908 shares.
The largest 10 holders included
LPL Financial LLC, Vawter Financial, Ltd., Integrity Wealth Solutions LLC, Versant Capital Management, Inc, DIVERSIFY WEALTH MANAGEMENT, LLC, OSAIC HOLDINGS, INC., CROSSPOINT FINANCIAL, LLC, Plancorp, LLC, Werba Rubin Papier Wealth Management, and Arlington Financial Advisors, LLC.
This page lists
12
institutional shareholders reporting positions in this security
for the Q2 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.