Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Avantis International Equity Etf (AVDE)  
$64.23 0.02 (0.03%) as of 4:30 Mon 5/13


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  : 
7.60 (13.42%)  




 
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
   MAGNOLIA CAPITAL ADVISORS LLC 96 *Closed 2024-03-31 0 $0 -89,764
   Biltmore Family Office LLC 236 *Closed 2023-12-31 0 $0 -1,424
   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
   CITADEL ADVISORS LLC 5743 *Closed 2023-12-31 0 $0 -1,728
   Capital Analysts Inc. 1111 *Closed 2023-12-31 0 $0 -340
   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
   Rockbridge Investment Management LCC 930 *Closed 2023-12-31 0 $0 -151
   McGlone Suttner Wealth Management Inc. 684 *Closed 2024-03-31 0 $0 -134
   ORG Partners LLC 990 *Closed 2024-03-31 0 $0 -100
  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us