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Get Institutions for : 
Avantis Inflation Focused Equity Etf (AVIE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 7    1
Total shares held : 
32,689  
% of shares held : 
0.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
-3,386  
% of shares held change : 
  -0.04%  
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 :
1
 100
 0.31%
 
Increased Positions :
2
 1,425
 4.36%
 
Unchanged Positions :
2
 4,447
 13.6%
 
Decreased Positions :
2
-4,911
-15.02%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Plancorp LLC 112 - 2024-03-31 18,339 $1,160,000 684
   CITADEL ADVISORS LLC 3529 - 2024-03-31 9,663 $611,000 2,179
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 85 - 2024-03-31 4,447 $281,000 0
   LAM GROUP INC. 80 - 2024-03-31 775 $49,000 -2,050
   UBS Group AG 6980 - 2024-03-31 16 $1,000 -162
   ADVISORY SERVICES NETWORK, LLC 2348 *Closed 2024-03-31 0 $0 -100
   PROEQUITIES INC. 5816 - 2024-03-31 0 $0 0

  7 Records found
  1    
  Page 1 of 1
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