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Get Institutions for : 
Avantis Us Large Cap Equity Etf (AVLC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 5    5
Total shares held : 
 187,877  
% of shares held : 
 2.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   5  
Amount of shares held : 
 187,877  
% of shares held change : 
   2.09%  
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 :
5
 187,877
 100%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
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
   Cypress Point Wealth Management LLC 3 *New 2024-03-31 165,882 $10,253,000 165,882
   AlphaQ Advisors LLC 2 - 2024-03-31 151,469 $9,362,000 10,775
   LPL FINANCIAL CORP 2033 *New 2024-03-31 57,271 $3,540,000 57,271
   Plancorp LLC *New 2023-12-31 19,600 $1,090,000 19,600
   COMMONWEALTH EQUITY SERVICES LLC. 2286 *New 2024-03-31 15,015 $928,000 15,015
   DIXON FNANCIAL SERVICES INC. 17 *New 2024-03-31 11,933 $738,000 11,933
   Chicago Partners Investment Group LLC 370 - 2024-03-31 12,372 $737,000 5,888
   CITADEL ADVISORS LLC 4147 *New 2023-12-31 5,030 $280,000 5,030
   Financial Advisory Service Inc. 396 *New 2024-03-31 292 $18,000 292
   Steward Partners Investment Advisory LLC 2879 *New 2023-12-31 101 $6,000 101
   CI Private Wealth LLC 2276 *Closed 2024-03-31 0 $0 -22,452
   PROEQUITIES INC. 7219 *New 2024-03-31 0 $0 0
  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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