Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / AVANTIS CORE FI
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Number of holders
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2
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Total 13F shares, excl. options
-
173K
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Shares change
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+8.12K
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Total reported value, excl. options
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$7.22M
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Value change
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+$340K
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Number of buys
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1
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Price
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$41.83
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS CORE FI (AVIG) as of Q4 2023
2 filings reported holding AVIG - AMERICAN CENTY ETF TR - AVANTIS CORE FI as of Q4 2023.
AMERICAN CENTY ETF TR - AVANTIS CORE FI (AVIG) has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 173K shares
.
Largest 10 shareholders include Hill Investment Group Partners, LLC (2.23M shares), Pacific Life Fund Advisors LLC (1.22M shares), Verus Financial Partners, Inc. (1.07M shares), ENVESTNET ASSET MANAGEMENT INC (549K shares), BCR Wealth Strategies, LLC (500K shares), Financial Partners Group, Inc (389K shares), Highland Financial Advisors, LLC (337K shares), Creative Planning (333K shares), LPL Financial LLC (333K shares), and REGATTA CAPITAL GROUP, LLC (306K shares).
This table shows the top 2 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.