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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
   Financial Advisory Service Inc. - 2023-12-31 245,306 $12,628,000 -3,352
   Chicago Partners Investment Group LLC 98 - 2024-03-31 100,103 $5,345,000 -4,804
   BUCKINGHAM ASSET MANAGEMENT, LLC 160 - 2023-12-31 75,169 $3,870,000 -6,447
   Total Wealth Planning LLC 30 - 2024-03-31 70,605 $3,818,000 -1,978
   REDMONT WEALTH ADVISORS LLC 6 - 2024-03-31 52,126 $2,819,000 -143
   Altiora Financial Group LLC 24 - 2024-03-31 42,185 $2,281,000 -106
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 40 - 2023-12-31 39,249 $2,003,000 -2,809
   BlackDiamond Wealth Management Inc. 18 - 2023-12-31 36,923 $1,853,000 -8,734
   OLD MISSION CAPITAL LLC 358 - 2023-12-31 26,146 $1,346,000 -16,524
   Wedmont Private Capital 158 - 2024-03-31 21,325 $1,165,000 -272
   CITADEL ADVISORS LLC 2841 - 2023-12-31 21,318 $1,097,000 -22,318
   CWM LLC 919 - 2024-03-31 15,602 $844,000 -4,202
   MERRIMAN WEALTH MANAGEMENT, LLC 106 - 2023-12-31 15,686 $808,000 -1,185
   Ritter Daniher Financial Advisory LLC / DE 34 - 2023-12-31 15,231 $784,000 -278
   GREENWICH WEALTH MANAGEMENT LLC 129 - 2023-12-31 14,813 $763,000 -9,930
   Fox Hill Wealth Management 56 - 2024-03-31 11,246 $608,000 -470
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2833 - 2024-03-31 4,544 $246,000 -900
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 131 - 2023-12-31 4,730 $244,000 -77
   Advisor Group Holdings Inc. 3818 - 2023-12-31 4,319 $222,000 -713
   Venturi Wealth Management LLC 372 - 2024-03-31 2,849 $154,000 -90,228
   IFP Advisors Inc 2391 - 2023-12-31 100 $5,000 -701

  21 Records found
  1    
  Page 1 of 1
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