Security key
025072232
AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE)
CUSIP: 025072232
Q4 2023 13F Holders as of 31 Dec 2023
- Security type / class
- Equity / AVANTIS ALL EQT
- Total 13F shares
- 920,281
- Total 13F value
- $59,571,892
- Share change
- +56,935
- SEC-reported price per share
- $64.76
- Number of holders
- 54
- Value change
- +$3,819,660
- Number of buys
- 37
- Number of sells
- 10
Report period
Q4 2023
Institutions
54
Top holders
10
AVGE full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2024
Previous quarter: Q3 2023
Broader feeds
Reporting periods
Holder history for CUSIP 025072232
Recent filing periods:
Ownership snapshot
Top reported holders of AVGE - AMERICAN CENTY ETF TR - AVANTIS ALL EQT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
—
Disclosed value leader
—
Comparable rows
0/0
Latest evidence
—
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
13F holder rows
Institutional holders as of Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
54
Shares
920,281
Rows available
54
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
42
Q4 2023 holders
54
Holder diff
12
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend