Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
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Equity / AVANTIS ALL EQT
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Number of holders
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13
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Total 13F shares, excl. options
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801,634
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Shares change
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+195,732
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Total reported value, excl. options
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$48,892,821
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Value change
-
+$11,930,076
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Number of buys
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8
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Number of sells
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2
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Price
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$60.98
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGV) as of Q4 2024
As of 31 Dec 2024 AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGV) had 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 801,634 shares of stock of the company.
Largest 10 holders included Meredith Wealth Planning, Ridgeline Wealth, LLC, JPMORGAN CHASE & CO, Paul R. Ried Financial Group, LLC, M Wealth Management, LLC, Evanson Asset Management, LLC, Vawter Financial, Ltd., Merriman Wealth Management, LLC, Austin Wealth Management, LLC, and RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC.
This table shows 13 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.