Q3 2024 13F Holders as of 30 Sep 2024
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Type / Class
-
Equity / AVANTIS ALL EQT
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Number of holders
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8
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Total 13F shares, excl. options
-
377,362
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Shares change
-
+18,501
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Total reported value, excl. options
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$23,685,987
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Value change
-
+$1,160,128
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Number of buys
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7
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Number of sells
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-1
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Price
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$62.77
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGV) as of Q3 2024
9 filings reported holding AVGV - AMERICAN CENTY ETF TR - AVANTIS ALL EQT as of Q3 2024.
AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGV) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 377,362 shares
.
Largest 9 shareholders include Meredith Wealth Planning (349,436 shares), Evanson Asset Management, LLC (13,684 shares), Vawter Financial, Ltd. (5,143 shares), Austin Wealth Management, LLC (4,457 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (3,577 shares), RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC (866 shares), Moisand Fitzgerald Tamayo, LLC (195 shares), Planned Solutions, Inc. (4 shares), and Orion Capital Management LLC (0 shares).
This table shows the top 8 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.