Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / AVANTIS ALL EQT
-
Number of holders
-
34
-
Total 13F shares, excl. options
-
505,703
-
Shares change
-
+101,376
-
Total reported value, excl. options
-
$30,360,705
-
Value change
-
+$6,112,418
-
Number of buys
-
25
-
Number of sells
-
-8
-
Price
-
$60.02
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE) as of Q2 2023
38 filings reported holding AVGE - AMERICAN CENTY ETF TR - AVANTIS ALL EQT as of Q2 2023.
AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE) has 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 505,703 shares
.
Largest 10 shareholders include Intelligent Financial Strategies (138,896 shares), Compass Ion Advisors, LLC (52,802 shares), COMMONWEALTH EQUITY SERVICES, LLC (31,262 shares), Index Fund Advisors, Inc. (28,359 shares), Corient Private Wealth LLC (26,863 shares), LPL Financial LLC (25,215 shares), Waypoint Capital Advisors, LLC (18,061 shares), Aveo Capital Partners, LLC (17,606 shares), ADVISORY SERVICES NETWORK, LLC (17,132 shares), and V Wealth Advisors LLC (16,576 shares).
This table shows the top 34 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.