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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

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Paragon Advisors LLC 3 - 2024-03-31 160,181 $11,184,000 15,902
   Nova R Wealth Inc. 8 *New 2024-03-31 102,385 $7,149,000 102,385
   Compass Ion Advisors LLC 20 - 2024-03-31 74,033 $5,169,000 5,920
   Intelligent Financial Strategies - 2024-03-31 73,861 $5,157,000 -28,554
   Sprinkle Financial Consultants LLC 8 - 2024-03-31 50,792 $3,546,000 2,986
   COMMONWEALTH EQUITY SERVICES LLC. 1449 - 2024-03-31 44,775 $3,126,000 3,408
   LPL FINANCIAL CORP 2073 - 2023-12-31 45,218 $2,928,000 9,333
   Index Fund Advisors Inc. 21 - 2023-12-31 44,784 $2,900,000 10,934
   CI Private Wealth LLC 985 - 2023-12-31 31,642 $2,049,000 31,642
   Wealthstream Advisors Inc. 20 - 2023-12-31 31,399 $2,033,000 21,503
   Meredith Wealth Planning 13 - 2024-03-31 26,238 $1,832,000 7,372
   ADVISORY SERVICES NETWORK, LLC 450 - 2023-12-31 28,172 $1,824,000 465
   WCG Wealth Advisors LLC 172 - 2023-12-31 21,447 $1,389,000 267
   SC&H Financial Advisors Inc. - 2024-03-31 19,303 $1,348,000 6,499
   Evanson Asset Management LLC 97 - 2024-03-31 19,106 $1,334,000 1,773
   Aveo Capital Partners LLC 110 - 2023-12-31 19,586 $1,268,000 1,791
   Fermata Advisors LLC 66 - 2024-03-31 17,959 $1,254,000 1,008
   Waypoint Capital Advisors LLC - 2024-03-31 17,411 $1,216,000 0
   UMA Financial Services Inc. 59 - 2024-03-31 17,968 $1,198,000 367
   Collaborative Wealth Managment Inc. 43 - 2023-12-31 16,286 $1,055,000 1,331
   MN Wealth Advisors LLC - 2024-03-31 12,720 $888,000 623
   Werba Rubin Papier Wealth Management - 2024-03-31 12,326 $861,000 667
   Oceanside Advisors LLC 20 - 2024-03-31 11,434 $798,000 435
   SAX WEALTH ADVISORS LLC 86 - 2023-12-31 11,643 $754,000 100
   TCG Advisory Services LLC 210 *New 2023-12-31 9,302 $602,000 9,302
   WMG Financial Advisors LLC 50 - 2023-12-31 9,257 $599,000 1,146
   Apella Capital LLC 181 - 2024-03-31 8,173 $568,000 353
   Plancorp LLC 156 - 2023-12-31 8,014 $519,000 0
   Eaton-Cambridge Inc. 18 - 2023-12-31 8,004 $518,000 0
   CREATIVE PLANNING 1698 - 2023-12-31 7,814 $506,000 63
   Vantage Financial Partners Ltd. Inc. 73 *New 2023-12-31 7,331 $475,000 7,331
   Waypoint Wealth Partners Inc. 49 - 2024-03-31 6,550 $457,000 6
   Integrity Wealth Solutions LLC 64 - 2024-03-31 5,886 $411,000 1,031
   NORTHWEST WEALTH MANAGEMENT LLC 111 - 2023-12-31 5,622 $364,000 892
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2611 *New 2024-03-31 4,731 $330,000 4,731
   LAM GROUP INC. 66 - 2024-03-31 4,688 $327,000 886
   BARLOW WEALTH PARTNERS INC. 111 - 2024-03-31 4,472 $303,000 0
   Creative Capital Management Investments LLC 32 - 2024-03-31 4,045 $282,000 21
   GEM Asset Management LLC 69 - 2024-03-31 4,134 $275,000 608
   WESPAC Advisors SoCal LLC 83 - 2024-03-31 3,660 $256,000 -57
   Arista Wealth Management LLC 33 *New 2024-03-31 3,056 $213,000 3,056
   Annapolis Financial Services LLC 92 - 2024-03-31 2,531 $177,000 -3,874
   Orion Capital Management LLC 200 - 2023-12-31 1,055 $68,000 44
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 82 - 2023-12-31 1,023 $66,000 894
   Moisand Fitzgerald Tamayo LLC 192 - 2024-03-31 614 $43,000 27
   EverSource Wealth Advisors LLC 987 - 2023-12-31 622 $40,000 38
   Valued Wealth Advisors LLC - 2024-03-31 532 $37,000 -254
   Global Trust Asset Management LLC 293 - 2024-03-31 418 $29,000 48
   CVA Family Office LLC 622 - 2024-03-31 308 $22,000 0
   Private Wealth Management Group LLC - 2024-03-31 300 $21,000 0
   Ronald Blue Trust Inc. *New 2024-03-31 287 $20,000 287
   Beaird Harris Wealth Management LLC 290 - 2023-12-31 249 $16,000 0
   BANK OF MONTREAL /CAN/ 3176 *New 2023-12-31 208 $14,000 208
   JJJ Advisors Inc. 767 *New 2024-03-31 77 $5,000 77
   Advisor Group Holdings Inc. 6051 - 2023-12-31 65 $4,000 -1,811
   SJS Investment Consulting Inc. 1248 - 2024-03-31 19 $1,000 3
   Orion Portfolio Solutions LLC 1633 *Closed 2023-12-31 0 $0 -4,324
   V Wealth ManagementLLC 198 *Closed 2023-09-30 0 $0 -16,576
   Hill Investment Group Partners LLC 70 *Closed 2023-12-31 0 $0 -3,427
   GPS Wealth Strategies Group LLC *Closed 2024-03-31 0 $0 -637
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   UBS Group AG 8053 *Closed 2023-12-31 0 $0 -211
   Ameritas Advisory Services LLC 770 *Closed 2023-12-31 0 $0 -5,853
  63 Records found
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