Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / AVANTIS US SMALL
-
Total 13F shares
-
1,329,984
-
Share change
-
+770,731
-
Total reported value
-
$57,655,336
-
Price per share
-
$43.35
-
Number of holders
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25
-
Value change
-
+$33,547,300
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Number of buys
-
17
-
Number of sells
-
6
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS US SMALL (AVSC) as of Q4 2022
As of 31 Dec 2022 AMERICAN CENTY ETF TR - AVANTIS US SMALL (AVSC) had 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,329,984 shares of stock of the company.
Largest 10 holders included Waypoint Capital Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, FAS Wealth Partners, Beaird Harris Wealth Management, LLC, Merriman Wealth Management, LLC, FIRST REPUBLIC INVESTMENT MANAGEMENT, INC., WEBSTERROGERS FINANCIAL ADVISORS, LLC, AMERICAN CENTURY COMPANIES INC, CI Private Wealth, LLC, and ML & R WEALTH MANAGEMENT LLC.
This table shows 25 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.