Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / MID CAP GRW IMP
-
Total 13F shares
-
669,812
-
Share change
-
+84,035
-
Total reported value
-
$31,799,143
-
Price per share
-
$47.47
-
Number of holders
-
7
-
Value change
-
+$3,989,545
-
Number of buys
-
4
-
Number of sells
-
2
Institutional Holders of AMERICAN CENTY ETF TR - MID CAP GRW IMP (MID) as of Q2 2023
As of 30 Jun 2023,
AMERICAN CENTY ETF TR - MID CAP GRW IMP (MID) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
669,812 shares.
The largest 8 holders included
ENVESTNET ASSET MANAGEMENT INC, LINCOLN NATIONAL CORP, Orion Porfolio Solutions, LLC, Orion Portfolio Solutions, LLC, Addison Advisors LLC, UBS Group AG, Royal Bank of Canada, and WealthShield Partners, LLC.
This page lists
8
institutional shareholders reporting positions in this security
for the Q2 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.