Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / AVANTIS US LARG
-
Total 13F shares
-
3,161,861
-
Share change
-
+194,361
-
Total reported value
-
$175,876,185
-
Price per share
-
$55.62
-
Number of holders
-
7
-
Value change
-
+$10,816,416
-
Number of buys
-
6
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS US LARG (AVLC) as of Q4 2023
As of 31 Dec 2023,
AMERICAN CENTY ETF TR - AVANTIS US LARG (AVLC) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,161,861 shares.
The largest 7 holders included
Oak Root LLC, AlphaQ Advisors LLC, Corient Private Wealth LLC, Plancorp, LLC, Chicago Partners Investment Group LLC, CITADEL ADVISORS LLC, and Steward Partners Investment Advisory, LLC.
This page lists
7
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.