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Avantis Real Estate Etf (AVRE) |
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$ 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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Institutional
Holders
Total
Institutions:
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87 6 |
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Total
shares held :
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6,781,218 |
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% of shares
held :
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75.35% |
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Changes In:
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New/increased
positions vs
old/decreased
positions :
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27 |
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Amount
of shares held :
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454,336 |
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% of shares
held change :
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5.05% |
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Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
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Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Waypoint Wealth Partners Inc. |
21 |
- |
2024-03-31 |
37,717 |
$1,595,000 |
0 |
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Henrickson Nauta Wealth Advisors Inc. |
46 |
- |
2024-03-31 |
10,541 |
$427,000 |
0 |
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Global Trust Asset Management LLC |
134 |
- |
2024-03-31 |
7,100 |
$300,000 |
0 |
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JACKSON THORNTON ASSET MANAGEMENT LLC |
46 |
- |
2024-03-31 |
5,983 |
$253,000 |
0 |
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EverSource Wealth Advisors LLC |
401 |
- |
2024-03-31 |
5,248 |
$227,000 |
0 |
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3000 |
- |
2024-03-31 |
4,747 |
$201,000 |
0 |
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Tortoise Investment Management LLC |
242 |
- |
2024-03-31 |
3,925 |
$166,000 |
0 |
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True Wealth Design LLC |
130 |
- |
2024-03-31 |
3,144 |
$133,000 |
0 |
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Ronald Blue Trust Inc. |
882 |
- |
2024-03-31 |
1,291 |
$55,000 |
0 |
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MORRIS FINANCIAL CONCEPTS INC. |
127 |
- |
2024-03-31 |
691 |
$29,000 |
0 |
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Cherry Tree Wealth Management LLC |
295 |
- |
2024-03-31 |
623 |
$26,000 |
0 |
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Aspect Partners LLC |
346 |
- |
2024-03-31 |
120 |
$5,000 |
0 |
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PROEQUITIES INC. |
8251 |
- |
2024-03-31 |
0 |
$0 |
0 |
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13 Records found
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1
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Page 1 of 1 |
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