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Get Institutions for : 
Avantis Core Fixed Income Etf (AVIG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 86    15
Total shares held : 
 11,396,168  
% of shares held : 
 88.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   27  
Amount of shares held : 
 883,442  
% of shares held change : 
   6.86%  
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 :
15
 1,383,135
 12.14%
 
Increased Positions :
37
 762,076
 6.69%
 
Unchanged Positions :
9
 258,642
 2.27%
 
Decreased Positions :
25
-1,261,769
-11.07%
 
Closed Positions :
0
0
0%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 1223 - 2024-03-31 286,404 $11,814,000 -46,401
   Mattern Wealth Management LLC 8 - 2023-12-31 230,294 $9,633,000 -53,842
   Aveo Capital Partners LLC 25 - 2024-03-31 211,671 $8,571,000 -20,583
   Advisory Resource Group 9 - 2023-12-31 158,781 $6,642,000 -54,854
   Quantum Financial Advisors LLC 19 - 2024-03-31 144,603 $5,965,000 -1,162
   ROYAL BANK OF CANADA 2032 - 2023-12-31 98,064 $4,102,000 -8,779
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 12 - 2024-03-31 90,161 $3,719,000 -34,477
   JANE STREET GROUP LLC 1773 - 2023-12-31 87,781 $3,672,000 -139,255
   WEALTHSOURCE PARTNERS LLC 76 - 2023-12-31 77,507 $3,242,000 -12,486
   GRAND WEALTH MANAGEMENT LLC 16 - 2024-03-31 71,099 $2,933,000 -21,050
   MARINER WEALTH ADVISORS, LLC 950 - 2023-12-31 60,230 $2,519,000 -10,271
   Apella Capital LLC 87 - 2024-03-31 59,705 $2,437,000 -23,880
   WMG Financial Advisors LLC 13 - 2024-03-31 55,082 $2,272,000 -29,964
   B&D White Capital Company LLC 23 - 2024-03-31 54,720 $2,257,000 -1,665
   Farther Finance Advisors LLC 155 - 2023-12-31 39,671 $1,659,000 -1,241
   CARDIFF PARK ADVISORS LLC 99 - 2023-12-31 21,795 $912,000 -2,800
   CWM LLC 1064 - 2024-03-31 14,128 $583,000 -5,551
   EHRLICH FINANCIAL GROUP 49 - 2024-03-31 13,328 $550,000 -8,351
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1633 - 2024-03-31 10,852 $448,000 -3,196
   Great Point Wealth Advisors LLC 48 - 2024-03-31 9,266 $382,000 -14,509
   BLUE CREEK INVESTMENT PARTNERS LLC 302 - 2024-03-31 6,670 $275,000 -570
   Meredith Wealth Planning 37 - 2024-03-31 6,196 $256,000 -35
   Tortoise Investment Management LLC 203 - 2024-03-31 5,260 $217,000 -1,310
   MORRIS FINANCIAL CONCEPTS INC. 101 - 2024-03-31 4,148 $171,000 -493
   Advisor Group Holdings Inc. 4317 - 2024-03-31 2,043 $84,000 -46
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 317 - 2023-12-31 445 $19,000 -1,107
  26 Records found
  1    
  Page 1 of 1
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