Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / CORE MUNI FXD IN
-
Number of holders
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23
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Total 13F shares, excl. options
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1.49M
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Shares change
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+84.1K
-
Total reported value, excl. options
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$66.2M
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Value change
-
+$3.62M
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Number of buys
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15
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Number of sells
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-8
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Price
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$44.39
Significant Holders of AMERICAN CENTY ETF TR - CORE MUNI FXD IN (AVMU) as of Q3 2023
27 filings reported holding AVMU - AMERICAN CENTY ETF TR - CORE MUNI FXD IN as of Q3 2023.
AMERICAN CENTY ETF TR - CORE MUNI FXD IN (AVMU) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.49M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (545K shares), Mattern Wealth Management LLC (208K shares), Plancorp, LLC (144K shares), Forum Financial Management, LP (97.1K shares), JANE STREET GROUP, LLC (86.1K shares), COMMONWEALTH EQUITY SERVICES, LLC (74.2K shares), Strategic Financial Concepts, LLC (49.4K shares), Strategic Blueprint, LLC (43.1K shares), Advisory Resource Group (39.9K shares), and PrairieView Partners, LLC (39.6K shares).
This table shows the top 23 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.