Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / AVANTIS US LARG
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
3,443,444
-
Shares change
-
+281,583
-
Total reported value, excl. options
-
$212,773,704
-
Value change
-
+$17,490,149
-
Number of buys
-
10
-
Number of sells
-
-2
-
Price
-
$61.81
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS US LARG (AVLC) as of Q1 2024
13 filings reported holding AVLC - AMERICAN CENTY ETF TR - AVANTIS US LARG as of Q1 2024.
AMERICAN CENTY ETF TR - AVANTIS US LARG (AVLC) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,443,444 shares
.
Largest 10 shareholders include Oak Root LLC (2,967,500 shares), Cypress Point Wealth Management, LLC (165,882 shares), AlphaQ Advisors LLC (151,469 shares), LPL Financial LLC (57,271 shares), Plancorp, LLC (24,495 shares), CITADEL ADVISORS LLC (21,500 shares), Waterfront Wealth Inc. (15,715 shares), COMMONWEALTH EQUITY SERVICES, LLC (15,015 shares), Chicago Partners Investment Group LLC (12,372 shares), and DIXON FNANCIAL SERVICES, INC. (11,933 shares).
This table shows the top 11 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.