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Get Institutions for : 
Avantis Responsible Us Equity Etf (AVSU)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    4
Total shares held : 
1,547,634  
% of shares held : 
17.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  12  
Amount of shares held : 
97,397  
% of shares held change : 
  1.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 37,869
 2.45%
 
Increased Positions :
15
 80,363
 5.19%
 
Unchanged Positions :
11
 369,382
 23.87%
 
Decreased Positions :
7
-20,819
-1.35%
 
Closed Positions :
1
-16
-0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Clarity Asset Management Inc. 1 - 2024-03-31 328,614 $20,187,000 59,504
   MERRIMAN WEALTH MANAGEMENT, LLC 19 - 2024-03-31 289,565 $17,787,000 6,730
   WARREN AVERETT ASSET MANAGEMENT, LLC 95 - 2024-03-31 143,925 $8,841,000 4,760
   Silicon Hills Wealth Management LLC 4 - 2023-06-30 156,466 $8,078,000 2,228
   COMMONWEALTH EQUITY SERVICES LLC. 952 - 2024-03-31 115,542 $7,097,000 2,992
   MARINER WEALTH ADVISORS, LLC 894 - 2024-03-31 52,206 $3,207,000 2,812
   Trellis Wealth Advisors LLC 11 - 2024-03-31 33,949 $2,085,000 2
   Trademark Financial Management LLC 14 - 2024-03-31 30,021 $1,844,000 6,877
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1970 - 2024-03-31 27,049 $1,662,000 17,920
   Wealthstream Advisors Inc. 28 - 2024-03-31 23,596 $1,449,000 390
   PrairieView Partners LLC 56 - 2024-03-31 18,682 $1,148,000 116
   Hill Investment Group Partners LLC 36 - 2024-03-31 14,862 $913,000 174
   WMS PARTNERS, LLC 115 - 2024-03-31 12,749 $783,000 2,352
   ZRC WEALTH MANAGEMENT LLC 201 - 2024-03-31 968 $59,000 6
   Asset Dedication LLC 580 - 2024-03-31 345 $21,000 14

  15 Records found
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