Q1 2024 13F Holders as of 3/31/2024
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Type / Class
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Equity / CORE MUNI FXD IN
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Number of holders
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33
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Total 13F shares, excl. options
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2.2M
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Shares change
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+65.5K
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Total reported value, excl. options
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$103M
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Value change
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+$3.04M
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Number of buys
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15
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Number of sells
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-12
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Price
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$46.57
Significant Holders of AMERICAN CENTY ETF TR - CORE MUNI FXD IN (AVMU) as of Q1 2024
37 filings reported holding AVMU - AMERICAN CENTY ETF TR - CORE MUNI FXD IN as of Q1 2024.
AMERICAN CENTY ETF TR - CORE MUNI FXD IN (AVMU) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.2M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (645K shares), Beaird Harris Wealth Management, LLC (260K shares), Mattern Wealth Management LLC (229K shares), Financial Partners Group, Inc (191K shares), Plancorp, LLC (144K shares), Forum Financial Management, LP (96.4K shares), Financial Engines Advisors L.L.C. (96.4K shares), COMMONWEALTH EQUITY SERVICES, LLC (80K shares), PrairieView Partners, LLC (67K shares), and Strategic Financial Concepts, LLC (49.4K shares).
This table shows the top 33 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.