AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE)

CUSIP: 025072232

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / AVANTIS ALL EQT
Total 13F shares
920,281
Share change
+56,935
Total reported value
$59,571,892
Price per share
$64.76
Number of holders
54
Value change
+$3,819,660
Number of buys
37
Number of sells
10

Quarterly Holders Quick Answers

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

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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 Q4 2023

As of 31 Dec 2023, AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE) was held by 54 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 920,281 shares. The largest 10 holders included Paragon Advisors, LLC, Intelligent Financial Strategies, Compass Ion Advisors, LLC, Sprinkle Financial Consultants LLC, LPL Financial LLC, Index Fund Advisors, Inc., COMMONWEALTH EQUITY SERVICES, LLC, Corient Private Wealth LLC, Wealthstream Advisors, Inc., and Advisory Services Network, LLC. This page lists 54 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

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 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.