Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / AVANTIS CORE FI
-
Total 13F shares
-
11,586,729
-
Share change
-
+903,240
-
Total reported value
-
$483,941,730
-
Price per share
-
$41.83
-
Number of holders
-
89
-
Value change
-
+$37,705,264
-
Number of buys
-
56
-
Number of sells
-
24
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) had 89 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 11,586,729 shares of stock of the company.
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 table shows 89 institutional shareholders of the security as of 31 Dec 2023.
| 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.