CUSIP: 025072562
Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
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Equity / AVANTIS CORE FI
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Total 13F shares
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11,586,729
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Share change
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+903,240
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Total reported value
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$483,941,730
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Price per share
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$41.83
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Number of holders
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89
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Value change
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+$37,705,264
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Number of buys
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56
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Number of sells
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24
Quarterly Holders Quick Answers
What is CUSIP 025072562?
CUSIP 025072562 identifies AVIG - AMERICAN CENTY ETF TR - AVANTIS CORE FI in SEC institutional holdings data.
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Newer quarter:
Q1 2024
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Previous quarter:
Q3 2023
Recent filing periods for CUSIP 025072562:
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS CORE FI (AVIG) as of Q4 2023
As of 31 Dec 2023,
AMERICAN CENTY ETF TR - AVANTIS CORE FI (AVIG) was held by
89 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,586,729 shares.
The largest 10 holders included
Hill Investment Group Partners, LLC, Pacific Life Fund Advisors LLC, Verus Financial Partners, Inc., ENVESTNET ASSET MANAGEMENT INC, BCR Wealth Strategies, LLC, Financial Partners Group, Inc, Highland Financial Advisors, LLC, Creative Planning, LPL Financial LLC, and REGATTA CAPITAL GROUP, LLC.
This page lists
89
institutional shareholders reporting positions in this security
for the Q4 2023 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.