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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
   Quantum Financial Advisors LLC 9 - 2024-03-31 385,477 $16,298,000 -98,647
   MERRIMAN WEALTH MANAGEMENT, LLC 26 - 2023-12-31 258,098 $11,178,000 -12,645
   WorthPointe LLC 4 - 2023-12-31 252,256 $10,925,000 -19,461
   Carlson Capital Management 16 - 2024-03-31 199,200 $8,422,000 -173,919
   Level Financial Advisors Inc. 9 - 2024-03-31 156,800 $6,629,000 -2,123
   Resources Investment Advisors Inc. 198 - 2024-03-31 120,478 $5,094,000 -67
   SOL CAPITAL MANAGEMENT CO 60 - 2024-03-31 86,755 $3,668,000 -16,644
   PACIFIC LIFE FUND ADVISORS LLC 18 - 2024-03-31 80,668 $3,411,000 -431
   CI Private Wealth LLC 875 - 2024-03-31 66,373 $2,806,000 -134,177
   LAM GROUP INC. 21 - 2024-03-31 42,105 $1,780,000 -50,660
   J P MORGAN CHASE & CO 3088 - 2024-03-31 38,995 $1,649,000 -156
   Larson Financial Group LLC 201 - 2024-03-31 15,525 $656,000 -119,474
   BAYSHORE ASSET MANAGEMENT LLC 27 - 2023-12-31 9,212 $399,000 -913
   MB Generational Wealth LLC 32 - 2024-03-31 8,641 $365,000 -345
   Signature Resources Capital Management LLC 29 - 2024-03-31 8,085 $350,000 -138
   Willow Creek Wealth Management Inc. 105 - 2023-12-31 7,782 $337,000 -2,874
   Good Life Advisors LLC 357 - 2024-03-31 6,835 $289,000 -56
   Diversified Portfolios Inc. 121 - 2024-03-31 5,427 $229,000 -100
   HANSON MCCLAIN, INC. 785 - 2024-03-31 4,659 $197,000 -198
   Morton Brown Family Wealth LLC 55 - 2024-03-31 4,494 $190,000 -2,695
  20 Records found
  1    
  Page 1 of 1
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