Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Avantis International Small Cap Value Etf (AVDV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 292    25
Total shares held : 
 62,937,827  
% of shares held : 
 40.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   101  
Amount of shares held : 
 19,844,901  
% of shares held change : 
   12.62%  
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 :
34
 605,545
 0.96%
 
Increased Positions :
145
 21,569,115
 34.27%
 
Unchanged Positions :
44
 3,528,897
 5.61%
 
Decreased Positions :
69
-2,309,869
-3.67%
 
Closed Positions :
9
-19,890
-0.03%
 
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
   Symmetry Partner LLC 30 - 2024-03-31 190,512 $12,547,000 0
   Plancorp LLC 26 - 2023-12-31 172,470 $10,778,000 0
   Efficient Frontier Advisors LLC 7 - 2024-03-31 36,374 $2,396,000 0
   Passive Capital Management LLC. 23 - 2023-03-31 23,514 $1,375,000 0
   Seed Wealth Management Inc. 22 - 2024-03-31 18,260 $1,196,000 0
   SC&H Financial Advisors Inc. 50 - 2024-03-31 16,865 $1,111,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 388 - 2024-03-31 9,161 $603,000 0
   SELDON CAPITAL LP 30 - 2023-12-31 8,000 $500,000 0
   BLUE CREEK INVESTMENT PARTNERS LLC 217 - 2024-03-31 7,017 $462,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 469 - 2024-03-31 6,200 $408,000 0
   Empirical Finance LLC 478 - 2024-03-31 4,991 $329,000 0
   PALISADE ASSET MANAGEMENT, LLC 174 - 2024-03-31 4,840 $319,000 0
   Accel Wealth Management 158 - 2024-03-31 4,362 $287,000 0
   Rockwood Wealth Management LLC 67 - 2024-03-31 4,342 $286,000 0
   SAGE RHINO CAPITAL LLC 171 - 2024-03-31 4,250 $280,000 0
   Seaside Wealth Management Inc. 43 - 2024-03-31 4,257 $280,000 0
   Abacus Planning Group Inc. 160 - 2024-03-31 4,109 $271,000 0
   LIBERTY WEALTH MANAGEMENT LLC 167 - 2024-03-31 3,560 $234,000 0
   BANK OF MONTREAL /CAN/ 2731 - 2023-12-31 2,352 $147,000 0
   PARKSIDE FINANCIAL BANK & TRUST 522 - 2024-03-31 1,540 $101,000 0
   PROEQUITIES INC. 1180 - 2024-03-31 765 $50,000 0
   GPS Wealth Strategies Group LLC 521 - 2024-03-31 737 $49,000 0
   Glassman Wealth Services 129 - 2024-03-31 521 $34,000 0
   ROBINSON CAPITAL MANAGEMENT LLC 163 - 2023-12-31 100 $6,000 0
   Global Retirement Partners LLC 2475 - 2024-03-31 59 $4,000 0
   Pacifica Partners Inc. 431 - 2024-03-31 64 $4,000 0
   VALLEY NATIONAL ADVISERS INC 853 - 2024-03-31 49 $3,000 0
   HANSON MCCLAIN, INC. 2848 - 2024-03-31 25 $2,000 0
   Addison Advisors LLC 631 - 2024-03-31 8 $1,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1591 *Closed 2024-03-31 0 $0 0
   FARMERS & MERCHANTS INVESTMENTS INC 1678 - 2024-03-31 2 $0 0
   Lee Financial CORP 917 - 2023-12-31 5 $0 0
  32 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