Q2 2022 13F Holders as of 30 Jun 2022
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Type / Class
-
Equity / AVANTIS RESPONSI
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Number of holders
-
7
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Total 13F shares, excl. options
-
178,952
-
Shares change
-
+146,657
-
Total reported value, excl. options
-
$8,117,000
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Value change
-
+$6,652,240
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Number of buys
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7
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Price
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$45.36
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) as of Q2 2022
7 filings reported holding AVSD - AMERICAN CENTY ETF TR - AVANTIS RESPONSI as of Q2 2022.
AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 178,952 shares
.
Largest 7 shareholders include HighTower Advisors, LLC (68,289 shares), CITADEL ADVISORS LLC (53,312 shares), Willow Creek Wealth Management Inc. (28,571 shares), CPWM, LLC (16,709 shares), UBS Group AG (7,224 shares), Merriman Wealth Management, LLC (4,441 shares), and PrairieView Partners, LLC (406 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.