Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / AVANTIS SHFXDINC
-
Number of holders
-
46
-
Total 13F shares, excl. options
-
3.49M
-
Shares change
-
+375K
-
Total reported value, excl. options
-
$162M
-
Value change
-
+$17.4M
-
Number of buys
-
27
-
Number of sells
-
-15
-
Price
-
$46.41
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) as of Q4 2023
51 filings reported holding AVSF - AMERICAN CENTY ETF TR - AVANTIS SHFXDINC as of Q4 2023.
AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) has 46 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.49M shares
.
Largest 10 shareholders include Verus Financial Partners, Inc. (1.29M shares), Pacific Life Fund Advisors LLC (343K shares), Creative Planning (289K shares), ENVESTNET ASSET MANAGEMENT INC (253K shares), Mattern Wealth Management LLC (121K shares), Strategic Blueprint, LLC (120K shares), PARK AVENUE SECURITIES LLC (102K shares), LPL Financial LLC (87K shares), Plancorp, LLC (83.4K shares), and Corient Private Wealth LLC (69.1K shares).
This table shows the top 46 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.