Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / AVANTIS ALL EQT
-
Total 13F shares
-
1,789,051
-
Share change
-
+120,545
-
Total reported value
-
$127,295,094
-
Price per share
-
$71.19
-
Number of holders
-
96
-
Value change
-
+$8,554,324
-
Number of buys
-
62
-
Number of sells
-
24
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE) as of Q1 2025
As of 31 Mar 2025,
AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE) was held by
96 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,789,051 shares.
The largest 10 holders included
Wealthstream Advisors, Inc., Paragon Advisors, LLC, Nova R Wealth, Inc., Meredith Wealth Planning, LPL Financial LLC, Compass Ion Advisors, LLC, Intelligent Financial Strategies, Index Fund Advisors, Inc., COMMONWEALTH EQUITY SERVICES, LLC, and FMB WEALTH MANAGEMENT.
This page lists
97
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.