Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US SML CP VALU
-
Total 13F shares
-
311,398
-
Share change
-
+59,710
-
Total reported value
-
$27,963,689
-
Price per share
-
$89.80
-
Number of holders
-
11
-
Value change
-
+$5,393,078
-
Number of buys
-
3
-
Number of sells
-
5
Institutional Holders of AMERICAN CENTY ETF TR - US SML CP VALU (AVUV) as of Q4 2023
As of 31 Dec 2023,
AMERICAN CENTY ETF TR - US SML CP VALU (AVUV) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
311,398 shares.
The largest 10 holders included
Creative Planning, Merriman Wealth Management, LLC, Mason Investment Advisory Services, Inc., LPL Financial LLC, MORGAN STANLEY, Truepoint, Inc., BUCKINGHAM STRATEGIC WEALTH, LLC, BANK OF AMERICA CORP /DE/, 3EDGE Asset Management, LP, and Unison Advisors LLC.
This page lists
562
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.