Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / AVANTIS RESPONSI
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
773,026
-
Shares change
-
+393,993
-
Total reported value, excl. options
-
$33,007,558
-
Value change
-
+$17,028,393
-
Number of buys
-
15
-
Number of sells
-
3
-
Price
-
$42.70
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSE) as of Q4 2022
As of 31 Dec 2022 AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSE) had 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 773,026 shares of stock of the company.
Largest 10 holders included JANE STREET GROUP, LLC, Kestra Advisory Services, LLC, CI Private Wealth, LLC, Willow Creek Wealth Management Inc., Northland Capital Management LLC, HighTower Advisors, LLC, OLD MISSION CAPITAL LLC, Merriman Wealth Management, LLC, Highland Financial Advisors, LLC, and Wealthstream Advisors, Inc..
This table shows 20 institutional shareholders of the security as of 31 Dec 2022.
| 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.