Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / DIVERSIFIED MU
-
Total 13F shares
-
6,894,215
-
Share change
-
+34,421
-
Total reported value
-
$347,176,116
-
Price per share
-
$50.36
-
Number of holders
-
79
-
Value change
-
+$1,676,256
-
Number of buys
-
42
-
Number of sells
-
33
Institutional Holders of AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) as of Q2 2024
As of 30 Jun 2024,
AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) was held by
79 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,894,215 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, CWM, LLC, CX Institutional, LPL Financial LLC, Goldstein Advisors, LLC, MORGAN STANLEY, Private Advisor Group, LLC, OneDigital Investment Advisors LLC, IFP Advisors, Inc, and CONDOR CAPITAL MANAGEMENT.
This page lists
79
institutional shareholders reporting positions in this security
for the Q2 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.