AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE)

CUSIP: 025072232

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / AVANTIS ALL EQT
Total 13F shares
1,705,873
Share change
-42,059
Total reported value
$123,502,690
Price per share
$72.37
Number of holders
93
Value change
-$3,057,172
Number of buys
61
Number of sells
25

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 2024

As of 31 Dec 2024, AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE) was held by 93 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,705,873 shares. The largest 10 holders included Wealthstream Advisors, Inc., Paragon Advisors, LLC, Nova R Wealth, Inc., Meredith Wealth Planning, Compass Ion Advisors, LLC, Intelligent Financial Strategies, LPL Financial LLC, Index Fund Advisors, Inc., FMB WEALTH MANAGEMENT, and COMMONWEALTH EQUITY SERVICES, LLC. This page lists 94 institutional shareholders reporting positions in this security for the Q4 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2024 vs Q3 2024 Across Filers

Q3 2024 holders
81
Q4 2024 holders
93
Holder diff
12
Investor Q3 2024 Shares Q4 2024 Shares Share Diff Share Chg % Q3 2024 Value $ Q4 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.