Avantis Inflation Foc Eq ETFAVIEETF
13F holders, Q3 2024 (September 30)5holders −1
0new positions
1sold out
$64.50avg. 13F price*
At the end of Q3 2024, 5 institutions reported holding Avantis Inflation Foc Eq ETF (AVIE) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Plancorp, LLC ($1.3M), Verus Financial Partners, Inc. ($288K) and Lam Group, Inc. ($106K).
- Company
- Avantis Inflation Foc Eq ETF
- Filed as
- AMERICAN CENTY ETF TR (Q3 2024)
- CUSIP
- 025072240
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $399K |
All 13F filers, Q2 2024 → Q3 2024: 570 shares bought and 6,990 shares sold, net −6,420 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Plancorp, LLC | 0.05% | Add +2.9% | 20,437 | $1.3M |
| Verus Financial Partners, Inc. | 0.03% | No change | 4,447 | $288K |
| Lam Group, Inc. | 0.08% | Reduce -24.5% | 1,650 | $106K |
| Elevate Wealth Advisory, Inc. | 0.03% | No change | 559 | $36K |
| UBS Group AG | 0.00% | Reduce -30.0% | 49 | $3K |
"% of holder's portfolio" is AVIE's weight in each manager's 13F, not the share of Avantis Inflation Foc Eq ETF the manager owns.