Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / LARGE CAP EQUITY
-
Total 13F shares
-
2,682,019
-
Share change
-
+107,660
-
Total reported value
-
$159,193,489
-
Price per share
-
$59.36
-
Number of holders
-
14
-
Value change
-
+$6,399,367
-
Number of buys
-
6
-
Number of sells
-
7
Institutional Holders of AMERICAN CENTY ETF TR - LARGE CAP EQUITY (ACLC) as of Q4 2023
As of 31 Dec 2023,
AMERICAN CENTY ETF TR - LARGE CAP EQUITY (ACLC) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,682,019 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, Merriman Wealth Management, LLC, Kestra Advisory Services, LLC, COMERICA BANK, CITADEL ADVISORS LLC, FINANCIAL COUNSELORS INC, CRA Financial Services, LLC, Aspire Wealth Management Corp, COMMONWEALTH EQUITY SERVICES, LLC, and Caldwell Trust Co.
This page lists
15
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.