Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / AVANTIS SHFXDINC
-
Total 13F shares
-
5,007,828
-
Share change
-
+1,080,372
-
Total reported value
-
$235,835,228
-
Price per share
-
$47.13
-
Number of holders
-
53
-
Value change
-
+$51,075,656
-
Number of buys
-
34
-
Number of sells
-
17
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) as of Q3 2024
As of 30 Sep 2024,
AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) was held by
53 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,007,828 shares.
The largest 10 holders included
Verus Financial Partners, Inc., Simplicity Wealth,LLC, PrairieView Partners, LLC, ENVESTNET ASSET MANAGEMENT INC, Creative Planning, Mattern Wealth Management LLC, WR Wealth Planners, LLC, PARK AVENUE SECURITIES LLC, Fort Vancouver Investment Management, LLC, and Strategic Blueprint, LLC.
This page lists
53
institutional shareholders reporting positions in this security
for the Q3 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.