AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE)

CUSIP: 025072232

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
64
Value change
+$19,278,277
Number of buys
52
Number of sells
9

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 Q1 2024

As of 31 Mar 2024, AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE) was held by 64 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,193,281 shares. The 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 page lists 64 institutional shareholders reporting positions in this security for the Q1 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2024 vs Q4 2023 Across Filers

Q4 2023 holders
54
Q1 2024 holders
64
Holder diff
10
Investor Q4 2023 Shares Q1 2024 Shares Share Diff Share Chg % Q4 2023 Value $ Q1 2024 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.