Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / AVANTIS ALL EQT
-
Total 13F shares
-
801,634
-
Share change
-
+195,732
-
Total reported value
-
$48,892,821
-
Price per share
-
$60.98
-
Number of holders
-
13
-
Value change
-
+$11,930,076
-
Number of buys
-
8
-
Number of sells
-
2
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) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
801,634 shares.
The 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 page lists
13
institutional shareholders reporting positions in this security
for the Q4 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.