Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / AVANTIS SHFXDINC
-
Total 13F shares
-
3,491,951
-
Share change
-
+375,131
-
Total reported value
-
$162,027,711
-
Price per share
-
$46.40
-
Number of holders
-
46
-
Value change
-
+$17,422,592
-
Number of buys
-
27
-
Number of sells
-
15
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) as of Q4 2023
As of 31 Dec 2023,
AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) was held by
46 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,491,951 shares.
The largest 10 holders included
Verus Financial Partners, Inc., Pacific Life Fund Advisors LLC, Creative Planning, ENVESTNET ASSET MANAGEMENT INC, Mattern Wealth Management LLC, Strategic Blueprint, LLC, PARK AVENUE SECURITIES LLC, LPL Financial LLC, Plancorp, LLC, and Corient Private Wealth LLC.
This page lists
47
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.