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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 33    5
Total shares held : 
 1,874,677  
% of shares held : 
 20.83%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 376,348  
% of shares held change : 
   4.18%  
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 :
8
 266,201
 14.2%
 
Increased Positions :
12
 189,574
 10.11%
 
Unchanged Positions :
8
 208,759
 11.14%
 
Decreased Positions :
5
-38,974
-2.08%
 
Closed Positions :
3
-40,453
-2.16%
 
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
   ENVESTNET ASSET MANAGEMENT INC 860 - 2023-12-31 598,220 $28,045,000 53,006
   Mattern Wealth Management LLC 7 - 2023-12-31 211,993 $9,938,000 4,246
   Financial Partners Group Inc 23 - 2024-03-31 191,382 $8,914,000 9,669
   JANE STREET GROUP LLC 1038 - 2023-12-31 182,042 $8,534,000 95,980
   Forum Financial Management LP 55 - 2024-03-31 96,388 $4,489,000 26
   COMMONWEALTH EQUITY SERVICES LLC. 1349 - 2024-03-31 79,978 $3,725,000 3,795
   PrairieView Partners LLC 40 - 2024-03-31 66,972 $3,120,000 30,920
   Strategic Financial Concepts LLC 51 - 2024-03-31 49,409 $2,301,000 28,112
   Strategic Blueprint LLC 140 - 2024-03-31 45,073 $2,099,000 1,420
   Advisory Resource Group 47 - 2023-12-31 40,620 $1,904,000 746
   LPL FINANCIAL CORP 2546 - 2024-03-31 40,387 $1,881,000 10,654
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1614 - 2024-03-31 24,879 $1,159,000 8,676
   FLOW TRADERS U.S. LLC 516 - 2023-12-31 8,680 $407,000 3,308
   ML & R WEALTH MANAGEMENT LLC 66 - 2023-12-31 5,468 $256,000 5,468
   Financial Advisory Service Inc. 296 - 2024-03-31 4,090 $191,000 22
   BANK OF MONTREAL /CAN/ 2659 - 2023-12-31 3,788 $178,000 3,788
   UBS Group AG 5238 - 2023-12-31 1,108 $52,000 1,081
  17 Records found
  1    
  Page 1 of 1
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