Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / AVANTIS CORE FI
-
Number of holders
-
28
-
Total 13F shares, excl. options
-
1,398,926
-
Shares change
-
+156,061
-
Total reported value, excl. options
-
$68,240,712
-
Value change
-
+$7,610,947
-
Number of buys
-
14
-
Number of sells
-
-6
-
Price
-
$48.78
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS CORE FI (AVIG) as of Q4 2021
29 filings reported holding AVIG - AMERICAN CENTY ETF TR - AVANTIS CORE FI as of Q4 2021.
AMERICAN CENTY ETF TR - AVANTIS CORE FI (AVIG) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,398,926 shares
.
Largest 10 shareholders include BCR Wealth Strategies, LLC (424,119 shares), AE Wealth Management LLC (249,502 shares), Plancorp, LLC (156,160 shares), Abacus Wealth Partners, LLC (83,931 shares), ENVESTNET ASSET MANAGEMENT INC (72,349 shares), CITADEL ADVISORS LLC (69,907 shares), MAGNOLIA CAPITAL ADVISORS LLC (49,607 shares), EverSource Wealth Advisors, LLC (47,340 shares), B&D White Capital Company, LLC (38,941 shares), and Centennial Wealth Advisory LLC (38,722 shares).
This table shows the top 28 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.