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Get Institutions for : 
Avantis International Large Cap Value Etf (AVIV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    6
Total shares held : 
 3,553,538  
% of shares held : 
 39.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   30  
Amount of shares held : 
 385,059  
% of shares held change : 
   4.28%  
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 :
9
 49,964
 1.41%
 
Increased Positions :
40
 442,263
 12.45%
 
Unchanged Positions :
15
 367,390
 10.34%
 
Decreased Positions :
16
-78,444
-2.21%
 
Closed Positions :
3
-28,724
-0.81%
 
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
   Plancorp LLC 67 - 2023-12-31 47,385 $2,439,000 0
   Cypress Point Wealth Management LLC 24 - 2023-12-31 27,249 $1,403,000 0
   Meredith Wealth Planning 25 - 2024-03-31 16,249 $879,000 0
   Brainard Capital Management LLC 36 - 2023-03-31 14,580 $703,000 0
   SOL CAPITAL MANAGEMENT CO 214 - 2024-03-31 10,155 $549,000 0
   BRIGHTON JONES LLC 341 - 2023-12-31 8,908 $459,000 0
   CREATIVE PLANNING 1830 - 2023-12-31 8,039 $414,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1745 - 2024-03-31 6,961 $376,000 0
   Etesian Wealth Advisors Inc. 96 - 2024-03-31 6,696 $362,000 0
   Capasso Planning Partners LLC 79 - 2024-03-31 6,626 $358,000 0
   BLUE CREEK INVESTMENT PARTNERS LLC 260 - 2024-03-31 6,559 $355,000 0
   Ruedi Wealth Management Inc. - 2023-12-31 929 $48,000 0
   Ronald Blue Trust Inc. 983 - 2023-12-31 937 $45,000 0
   Orion Capital Management LLC 328 - 2023-12-31 370 $19,000 0
   Global Retirement Partners LLC 2831 - 2024-03-31 10 $1,000 0
   PROEQUITIES INC. 5776 - 2023-12-31 0 $0 0
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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