CUSIP: 025072182
Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
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Equity / AVANTIS MODERAT
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Total 13F shares
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199,869
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Share change
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+15,514
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Total reported value
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$11,617,927
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Price per share
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$58.14
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Number of holders
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14
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Value change
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+$901,760
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Number of buys
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10
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Number of sells
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3
Quarterly Holders Quick Answers
What is CUSIP 025072182?
CUSIP 025072182 identifies AVMA - AMERICAN CENTY ETF TR - AVANTIS MODERAT in SEC institutional holdings data.
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Newer quarter:
Q1 2025
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Previous quarter:
Q3 2024
Recent filing periods for CUSIP 025072182:
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS MODERAT (AVMA) as of Q4 2024
As of 31 Dec 2024,
AMERICAN CENTY ETF TR - AVANTIS MODERAT (AVMA) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
199,869 shares.
The largest 10 holders included
Great Point Wealth Advisors, LLC, LPL Financial LLC, Vawter Financial, Ltd., Advisory Services Network, LLC, DIVERSIFY WEALTH MANAGEMENT, LLC, Integrity Wealth Solutions LLC, OSAIC HOLDINGS, INC., Plancorp, LLC, ENVESTNET ASSET MANAGEMENT INC, and Werba Rubin Papier Wealth Management.
This page lists
14
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
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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.