Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / AVANTIS ALL EQT
-
Total 13F shares
-
1,193,281
-
Share change
-
+273,000
-
Total reported value
-
$83,200,744
-
Price per share
-
$69.82
-
Number of holders
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64
-
Value change
-
+$19,278,277
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Number of buys
-
52
-
Number of sells
-
9
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE) as of Q1 2024
As of 31 Mar 2024 AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE) had 64 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,193,281 shares of stock of the company.
Largest 10 holders included Paragon Advisors, LLC, Nova R Wealth, Inc., Wealthstream Advisors, Inc., Compass Ion Advisors, LLC, Intelligent Financial Strategies, FMB WEALTH MANAGEMENT, LPL Financial LLC, Index Fund Advisors, Inc., Sprinkle Financial Consultants LLC, and COMMONWEALTH EQUITY SERVICES, LLC.
This table shows 64 institutional shareholders of the security as of 31 Mar 2024.
| 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.