Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / AVANTIS RESPONSI
-
Number of holders
-
55
-
Total 13F shares, excl. options
-
1,418,269
-
Shares change
-
+48,318
-
Total reported value, excl. options
-
$78,969,678
-
Value change
-
+$2,667,108
-
Number of buys
-
29
-
Number of sells
-
-11
-
Price
-
$55.68
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) as of Q4 2024
58 filings reported holding AVSD - AMERICAN CENTY ETF TR - AVANTIS RESPONSI as of Q4 2024.
AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,418,269 shares
.
Largest 10 shareholders include Clarity Asset Management, Inc. (276,400 shares), Willow Creek Wealth Management Inc. (201,107 shares), Corient Private Wealth LLC (181,159 shares), LongView Asset Management LLC (71,795 shares), Merriman Wealth Management, LLC (68,364 shares), HighTower Advisors, LLC (64,877 shares), COMMONWEALTH EQUITY SERVICES, LLC (57,950 shares), Waverly Advisors, LLC (55,956 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (33,087 shares), and Wealthstream Advisors, Inc. (32,270 shares).
This table shows the top 55 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.