Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / AVANTIS RESPONSI
-
Number of holders
-
44
-
Total 13F shares, excl. options
-
1,303,612
-
Shares change
-
+65,423
-
Total reported value, excl. options
-
$72,397,707
-
Value change
-
+$3,613,791
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Number of buys
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23
-
Number of sells
-
15
-
Price
-
$55.54
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) as of Q2 2024
As of 30 Jun 2024 AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) had 48 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,303,612 shares of stock of the company.
Largest 10 holders included Clarity Asset Management, Inc., Willow Creek Wealth Management Inc., Corient Private Wealth LLC, JANE STREET GROUP, LLC, Merriman Wealth Management, LLC, Waverly Advisors, LLC, HighTower Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Mariner, LLC, and Northland Capital Management LLC.
This table shows 48 institutional shareholders of the security as of 30 Jun 2024.
| 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.