Q2 2024 13F Holders as of 6/30/2024
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Type / Class
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Equity / AVANTIS SHFXDINC
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Number of holders
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53
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Total 13F shares, excl. options
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3.93M
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Shares change
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+44.2K
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Total reported value, excl. options
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$181M
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Value change
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+$2.02M
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Number of buys
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29
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Number of sells
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-23
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Price
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$46.17
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) as of Q2 2024
58 filings reported holding AVSF - AMERICAN CENTY ETF TR - AVANTIS SHFXDINC as of Q2 2024.
AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) has 53 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.93M shares
.
Largest 10 shareholders include Verus Financial Partners, Inc. (1.36M shares), ENVESTNET ASSET MANAGEMENT INC (318K shares), Creative Planning (315K shares), WR Wealth Planners, LLC (167K shares), Mattern Wealth Management LLC (157K shares), Pacific Life Fund Advisors LLC (143K shares), Trajan Wealth LLC (129K shares), Strategic Blueprint, LLC (124K shares), LPL Financial LLC (123K shares), and PARK AVENUE SECURITIES LLC (123K shares).
This table shows the top 53 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.