Avantis Core Fixed Income
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 15 superinvestors own shares of Avantis Core Fixed Income (AVIG), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Avantis Core Fixed Income (AVIG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Avantis Core Fixed Income (AVIG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Avantis Core Fixed Income (AVIG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Thomas J Bellaro@Park Avenue Securities Llc
| 0.16% | $15.452M 380,867 shares@ 40.58 avg price | Increased 18.16% |
Elton Wilcox@Elevated Capital Advisors, Llc
| 0.27% | $982,813 24,225 shares@ 40.58 avg price | Increased 12.11% |
Lupe Fungalei@Diversify Wealth Management, Llc
| 0.07% | $852,798 21,235 shares@ 40.17 avg price | Increased 142.08% |
James Krause@Wealthcare Advisory Partners Llc
| 0.02% | $392,350 9,671 shares@ 40.57 avg price | Increased 1.45% |