Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / AVANTIS RESPON U
-
Total 13F shares
-
1,618,682
-
Share change
-
-7,003
-
Total reported value
-
$99,414,629
-
Price per share
-
$61.43
-
Number of holders
-
47
-
Value change
-
-$286,601
-
Number of buys
-
23
-
Number of sells
-
15
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS RESPON U (AVSU) as of Q1 2024
As of 31 Mar 2024,
AMERICAN CENTY ETF TR - AVANTIS RESPON U (AVSU) was held by
47 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,618,682 shares.
The largest 10 holders included
Clarity Asset Management, Inc., Merriman Wealth Management, LLC, Waverly Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Northland Capital Management LLC, Highland Financial Advisors, LLC, Willow Creek Wealth Management Inc., HighTower Advisors, LLC, Mariner, LLC, and Corient Private Wealth LLC.
This page lists
47
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 |
* 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.