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Get Institutions for : 
Avantis Moderate Allocation Etf (AVMA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 7    4
Total shares held : 
22,424  
% of shares held : 
0.25%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
12,585  
% of shares held change : 
  0.14%  
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 :
4
 12,600
 56.19%
 
Increased Positions :
1
 15
 0.07%
 
Unchanged Positions :
1
 3,759
 16.76%
 
Decreased Positions :
1
-30
-0.13%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Great Point Wealth Advisors LLC 20 *New 2024-03-31 90,791 $5,163,000 90,791
   Advisor Group Holdings Inc. 1832 *New 2024-03-31 29,194 $1,660,000 29,194
   ADVISORY SERVICES NETWORK, LLC 1080 - 2024-03-31 6,165 $351,000 1,440
   Integrity Wealth Solutions LLC 78 - 2024-03-31 5,220 $297,000 1,461
   Vawter Financial Ltd. 71 *New 2023-12-31 4,360 $236,000 4,360
   Werba Rubin Papier Wealth Management 125 - 2024-03-31 3,930 $223,000 -154
   Plancorp LLC *New 2023-12-31 3,750 $203,000 3,750
   Sunbelt Securities Inc. 767 - 2024-03-31 1,340 $76,000 0
   Versant Capital Management Inc 461 - 2024-03-31 406 $23,000 0
   PROEQUITIES INC. 7337 *New 2024-03-31 0 $0 0

  10 Records found
  1    
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