Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Avantis International Equity Etf (AVDE)  
$64.54 0.70 (1.07%) as of 4:30 Wed 5/22


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 283    25
Total shares held : 
47,636,052  
% of shares held : 
52.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  118  
Amount of shares held : 
5,709,686  
% of shares held change : 
  6.34%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$54.74  
Last Quarter's Ending Price : 
$60.43  
Last Quarter's Average Price
$56.63  
Change from last quarter's     
avg. price to the last closing  : 
7.91 (13.97%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
33
 2,184,482
 4.59%
 
Increased Positions :
147
 4,646,755
 9.75%
 
Unchanged Positions :
49
 1,120,599
 2.35%
 
Decreased Positions :
54
-1,090,580
-2.29%
 
Closed Positions :
8
-30,971
-0.07%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   AE Wealth Management LLC 1221 *Closed 2024-03-31 0 $0 -11,972
   MAGNOLIA CAPITAL ADVISORS LLC 96 *Closed 2024-03-31 0 $0 -89,764
   MERCER GLOBAL ADVISORS INC /ADV 2014 *Closed 2024-03-31 0 $0 -11,933
   ML & R WEALTH MANAGEMENT LLC 74 *Closed 2024-03-31 0 $0 -12,154
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1943 *Closed 2024-03-31 0 $0 -13
   Altus Wealth Group LLC 138 *Closed 2024-03-31 0 $0 -16,954
   AdvisorNet Financial Inc 2023 *Closed 2024-03-31 0 $0 -171,160
   Pensionmark Financial Group LLC 403 *Closed 2024-03-31 0 $0 -171,476
   Sound Income Strategies LLC 1331 *Closed 2024-03-31 0 $0 -2,700
   V Wealth ManagementLLC 291 *Closed 2023-09-30 0 $0 -195,614
   McGlone Suttner Wealth Management Inc. 684 *Closed 2024-03-31 0 $0 -134
   FIRST MANHATTAN CO 1483 *Closed 2024-03-31 0 $0 -32
   ORG Partners LLC 990 *Closed 2024-03-31 0 $0 -100
   EP WEALTH ADVISORS, INC. 870 *Closed 2024-03-31 0 $0 -4,650
   SAX WEALTH ADVISORS LLC 212 *Closed 2024-03-31 0 $0 -130,798

  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results