Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / INTL EQT ETF
-
Total 13F shares
-
538,065
-
Share change
-
+35,973
-
Total reported value
-
$32,515,237
-
Price per share
-
$60.43
-
Number of holders
-
7
-
Value change
-
+$2,173,820
-
Number of buys
-
5
Institutional Holders of AMERICAN CENTY ETF TR - INTL EQT ETF (AVDE) as of Q4 2023
As of 31 Dec 2023,
AMERICAN CENTY ETF TR - INTL EQT ETF (AVDE) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
538,065 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, HighTower Advisors, LLC, Annex Advisory Services, LLC, Rockwood Wealth Management, LLC, WMS Partners, LLC, AMERICAN CENTURY COMPANIES INC, Oak Root LLC, Creative Planning, LPL Financial LLC, and Waypoint Wealth Partners Inc..
This page lists
302
institutional shareholders reporting positions in this security
for the Q4 2023 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.