AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE)

CUSIP: 025072232

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / AVANTIS ALL EQT
Total 13F shares
505,703
Share change
+101,376
Total reported value
$30,360,705
Price per share
$60.02
Number of holders
34
Value change
+$6,112,418
Number of buys
25
Number of sells
8

Quarterly Holders Quick Answers

What is CUSIP 025072232?
CUSIP 025072232 identifies AVGE - AMERICAN CENTY ETF TR - AVANTIS ALL EQT in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of AVGE - AMERICAN CENTY ETF TR - AVANTIS ALL EQT (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE) as of Q2 2023

As of 30 Jun 2023, AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE) was held by 34 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 505,703 shares. The largest 10 holders included Intelligent Financial Strategies, Compass Ion Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Index Fund Advisors, Inc., Corient Private Wealth LLC, LPL Financial LLC, Waypoint Capital Advisors, LLC, Aveo Capital Partners, LLC, ADVISORY SERVICES NETWORK, LLC, and V Wealth Advisors LLC. This page lists 34 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
26
Q2 2023 holders
34
Holder diff
8
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 Value $ Q2 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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