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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
   Plancorp LLC 34 - 2024-03-31 144,218 $6,717,000 0
   BetterWealth LLC 19 - 2024-03-31 36,701 $1,709,000 0
   Silicon Hills Wealth Management LLC 24 - 2023-06-30 31,950 $1,474,000 0
   Mutual Advisors LLC 698 - 2024-03-31 10,242 $477,000 0
   Hill Investment Group Partners LLC 46 - 2024-03-31 8,410 $392,000 0
   WEBSTERROGERS FINANCIAL ADVISORS LLC 55 - 2024-03-31 7,802 $363,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1815 - 2024-03-31 7,310 $340,000 0
   ML & R WEALTH MANAGEMENT LLC 61 - 2024-03-31 5,468 $255,000 0
   Tortoise Investment Management LLC 225 - 2024-03-31 4,000 $186,000 0
   COMERICA BANK 2340 - 2024-03-31 3,843 $179,000 0
   Farther Finance Advisors LLC 850 - 2024-03-31 2,814 $130,000 0
   PROEQUITIES INC. 7310 - 2024-03-31 0 $0 0

  12 Records found
  1    
  Page 1 of 1
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