Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / AVANTIS RESPONSI
-
Total 13F shares
-
1,238,189
-
Share change
-
-240,439
-
Total reported value
-
$70,469,748
-
Price per share
-
$56.93
-
Number of holders
-
48
-
Value change
-
-$13,511,778
-
Number of buys
-
23
-
Number of sells
-
15
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) as of Q1 2024
As of 31 Mar 2024,
AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) was held by
48 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,238,189 shares.
The largest 10 holders included
Clarity Asset Management, Inc., Willow Creek Wealth Management Inc., OLD MISSION CAPITAL LLC, Merriman Wealth Management, LLC, Waverly Advisors, LLC, HighTower Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Corient Private Wealth LLC, Mariner, LLC, and JANE STREET GROUP, LLC.
This page lists
48
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.