Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / AVANTIS MODERAT
-
Total 13F shares
-
199,869
-
Share change
-
+15,514
-
Total reported value
-
$11,617,927
-
Price per share
-
$58.14
-
Number of holders
-
14
-
Value change
-
+$901,760
-
Number of buys
-
10
-
Number of sells
-
3
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) had 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 199,869 shares of stock of the company.
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 table shows 14 institutional shareholders of the security as of 31 Dec 2024.
| 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.