Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / DIVERSIFIED MU
-
Total 13F shares
-
6,776,480
-
Share change
-
+649,582
-
Total reported value
-
$342,555,256
-
Price per share
-
$50.55
-
Number of holders
-
77
-
Value change
-
+$32,815,145
-
Number of buys
-
52
-
Number of sells
-
26
Institutional Holders of AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) as of Q1 2024
As of 31 Mar 2024,
AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) was held by
77 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,776,480 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, CWM, LLC, CX Institutional, LPL Financial LLC, Goldstein Advisors, LLC, MORGAN STANLEY, OneDigital Investment Advisors LLC, Private Advisor Group, LLC, CONDOR CAPITAL MANAGEMENT, and TRUIST FINANCIAL CORP.
This page lists
77
institutional shareholders reporting positions in this security
for the Q1 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.