CUSIP: 025072158
Q3 2024 13F Holders as of 30 Sep 2024
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Type / Class
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Equity / AVANTIS US LARG
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Total 13F shares
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5,720,012
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Share change
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+1,124,351
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Total reported value
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$377,661,177
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Price per share
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$66.02
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Number of holders
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28
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Value change
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+$74,247,092
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Number of buys
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23
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Number of sells
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4
Quarterly Holders Quick Answers
What is CUSIP 025072158?
CUSIP 025072158 identifies AVLC - AMERICAN CENTY ETF TR - AVANTIS US LARG in SEC institutional holdings data.
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Newer quarter:
Q4 2024
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Previous quarter:
Q2 2024
Recent filing periods for CUSIP 025072158:
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS US LARG (AVLC) as of Q3 2024
As of 30 Sep 2024,
AMERICAN CENTY ETF TR - AVANTIS US LARG (AVLC) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,720,012 shares.
The largest 10 holders included
Oak Root LLC, Pacific Life Fund Advisors LLC, Beaird Harris Wealth Management, LLC, Cypress Point Wealth Management, LLC, Waypoint Capital Advisors, LLC, FAS Wealth Partners, Inc., Dogwood Wealth Management LLC, ARCADIA INVESTMENT ADVISORS LLC, LPL Financial LLC, and Prosperity Planning, Inc..
This page lists
28
institutional shareholders reporting positions in this security
for the Q3 2024 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.