Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / AVANTIS RESPON U
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Number of holders
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42
-
Total 13F shares, excl. options
-
1,629,595
-
Shares change
-
+85,707
-
Total reported value, excl. options
-
$91,563,321
-
Value change
-
+$4,883,985
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Number of buys
-
21
-
Number of sells
-
10
-
Price
-
$56.19
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS RESPON U (AVSU) as of Q4 2023
As of 31 Dec 2023 AMERICAN CENTY ETF TR - AVANTIS RESPON U (AVSU) had 42 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,629,595 shares of stock of the company.
Largest 10 holders included Merriman Wealth Management, LLC, Clarity Asset Management, Inc., Corient Private Wealth LLC, Waverly Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Northland Capital Management LLC, Highland Financial Advisors, LLC, Willow Creek Wealth Management Inc., HighTower Advisors, LLC, and Mariner, LLC.
This table shows 42 institutional shareholders of the security as of 31 Dec 2023.
| 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.