Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / AVANTIS RESPONSI
-
Total 13F shares
-
992,984
-
Share change
-
+462
-
Total reported value
-
$48,714,064
-
Price per share
-
$49.04
-
Number of holders
-
33
-
Value change
-
-$125,870
-
Number of buys
-
18
-
Number of sells
-
11
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) as of Q3 2023
As of 30 Sep 2023,
AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) was held by
33 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
992,984 shares.
The largest 10 holders included
Willow Creek Wealth Management Inc., Corient Private Wealth LLC, OLD MISSION CAPITAL LLC, JANE STREET GROUP, LLC, Waverly Advisors, LLC, Merriman Wealth Management, LLC, COMMONWEALTH EQUITY SERVICES, LLC, HighTower Advisors, LLC, Northland Capital Management LLC, and Mariner, LLC.
This page lists
34
institutional shareholders reporting positions in this security
for the Q3 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.