Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / AVANTIS RESPON U
-
Total 13F shares
-
18,012
-
Share change
-
+1,825
-
Total reported value
-
$1,012,094
-
Price per share
-
$56.19
-
Number of holders
-
2
-
Value change
-
+$102,547
-
Number of buys
-
1
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS RESPON U (AVSU) as of Q4 2023
As of 31 Dec 2023,
AMERICAN CENTY ETF TR - AVANTIS RESPON U (AVSU) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
18,012 shares.
The largest 10 holders included
Merriman Wealth Management, LLC, Clarity Asset Management, Inc., Corient Private Wealth LLC, Waverly Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Northland Capital Management LLC, Highland Financial Advisors, LLC, Willow Creek Wealth Management Inc., HighTower Advisors, LLC, and Mariner, LLC.
This page lists
42
institutional shareholders reporting positions in this security
for the Q4 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.