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Get Institutions for : 
Avantis Real Estate Etf (AVRE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 87    6
Total shares held : 
6,781,218  
% of shares held : 
75.35%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  27  
Amount of shares held : 
454,336  
% of shares held change : 
  5.05%  
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 :
14
 792,741
 11.69%
 
Increased Positions :
41
 552,825
 8.15%
 
Unchanged Positions :
12
 227,938
 3.36%
 
Decreased Positions :
20
-779,703
-11.5%
 
Closed Positions :
8
-111,527
-1.64%
 
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
   Empowered Funds LLC 42 *New 2024-03-31 439,924 $18,600,000 439,924
   Capstone Financial Advisors Inc. 39 *New 2023-12-31 32,829 $1,422,000 32,829
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2927 *New 2024-03-31 17,353 $734,000 17,353
   MARINER WEALTH ADVISORS, LLC 2169 *New 2023-12-31 8,421 $365,000 8,421
   JACKSON THORNTON ASSET MANAGEMENT LLC 46 *New 2023-12-31 5,983 $259,000 5,983
   Buckingham Strategic Partners 353 *New 2023-12-31 5,915 $256,000 5,915
   SIGNATUREFD, LLC 2018 *New 2024-03-31 447 $19,000 447
   Capital Investment Advisory Services LLC 833 *New 2024-03-31 183 $8,000 183
   PNC FINANCIAL SERVICES GROUP INC 4055 *New 2024-03-31 70 $3,000 70
   Coastal Capital Group Inc. 529 *New 2023-06-30 36 $1,000 36

  10 Records found
  1    
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