Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / AVANTIS RESPONSI
-
Total 13F shares
-
4,825
-
Share change
-
+725
-
Total reported value
-
$259,991
-
Price per share
-
$53.88
-
Number of holders
-
1
-
Value change
-
+$39,066
-
Number of buys
-
1
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) as of Q4 2023
As of 31 Dec 2023,
AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
4,825 shares.
The largest 10 holders included
Clarity Asset Management, Inc., Willow Creek Wealth Management Inc., Corient Private Wealth LLC, OLD MISSION CAPITAL LLC, Merriman Wealth Management, LLC, Waverly Advisors, LLC, CITADEL ADVISORS LLC, COMMONWEALTH EQUITY SERVICES, LLC, HighTower Advisors, LLC, and JANE STREET GROUP, LLC.
This page lists
44
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.