Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / AVANTIS RESPONSI
-
Number of holders
-
44
-
Total 13F shares, excl. options
-
1,483,128
-
Shares change
-
+174,311
-
Total reported value, excl. options
-
$79,911,303
-
Value change
-
+$9,410,732
-
Number of buys
-
24
-
Number of sells
-
7
-
Price
-
$53.88
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) as of Q4 2023
As of 31 Dec 2023 AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) had 44 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,483,128 shares of stock of the company.
Largest 10 holders included Clarity Asset Management, Inc., Willow Creek Wealth Management Inc., Corient Private Wealth LLC, OLD MISSION CAPITAL LLC, Merriman Wealth Management, LLC, Waverly Advisors, LLC, CITADEL ADVISORS LLC, COMMONWEALTH EQUITY SERVICES, LLC, HighTower Advisors, LLC, and JANE STREET GROUP, LLC.
This table shows 44 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.