Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / AVANTIS SHFXDINC
-
Total 13F shares
-
3,836,292
-
Share change
-
+208,328
-
Total reported value
-
$177,528,853
-
Price per share
-
$46.28
-
Number of holders
-
50
-
Value change
-
+$9,649,716
-
Number of buys
-
27
-
Number of sells
-
17
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) as of Q1 2024
As of 31 Mar 2024,
AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) was held by
50 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,836,292 shares.
The largest 10 holders included
Verus Financial Partners, Inc., Pacific Life Fund Advisors LLC, Creative Planning, ENVESTNET ASSET MANAGEMENT INC, WR Wealth Planners, LLC, Mattern Wealth Management LLC, Trajan Wealth LLC, Strategic Blueprint, LLC, LPL Financial LLC, and PARK AVENUE SECURITIES LLC.
This page lists
50
institutional shareholders reporting positions in this security
for the Q1 2024 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.