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Get Institutions for : 
Avantis All Equity Markets Etf (AVGE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 52    2
Total shares held : 
896,364  
% of shares held : 
40.74%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  26  
Amount of shares held : 
57,650  
% of shares held change : 
  2.62%  
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 :
7
 32,541
 3.63%
 
Increased Positions :
28
 109,198
 12.18%
 
Unchanged Positions :
13
 115,130
 12.84%
 
Decreased Positions :
4
-65,977
-7.36%
 
Closed Positions :
5
-18,112
-2.02%
 
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
   Waypoint Capital Advisors LLC 55 - 2024-03-31 17,411 $1,216,000 0
   Plancorp LLC 164 - 2024-03-31 8,014 $560,000 0
   CREATIVE PLANNING 1789 - 2024-03-31 7,814 $546,000 0
   BARLOW WEALTH PARTNERS INC. 111 - 2024-03-31 4,472 $303,000 0
   EverSource Wealth Advisors LLC 989 - 2024-03-31 622 $40,000 0
   CVA Family Office LLC 622 - 2024-03-31 308 $22,000 0
   Private Wealth Management Group LLC 263 - 2024-03-31 300 $21,000 0
   PROEQUITIES INC. 7225 - 2024-03-31 0 $0 0

  8 Records found
  1    
  Page 1 of 1
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