Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / AVANTIS ALL EQT
-
Total 13F shares
-
400,003
-
Share change
-
+31,615
-
Total reported value
-
$23,130,244
-
Price per share
-
$57.80
-
Number of holders
-
25
-
Value change
-
+$2,007,829
-
Number of buys
-
21
-
Number of sells
-
5
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE) as of Q1 2023
As of 31 Mar 2023,
AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
400,003 shares.
The largest 10 holders included
Intelligent Financial Strategies, Compass Ion Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, V Wealth Advisors LLC, Index Fund Advisors, Inc., CI Private Wealth, LLC, Waypoint Capital Advisors, LLC, Physician Wealth Advisors, Inc., Meredith Wealth Planning, and Werba Rubin Papier Wealth Management.
This page lists
26
institutional shareholders reporting positions in this security
for the Q1 2023 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.