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Get Institutions for : 
Avantis Responsible International Equity Etf (AVSD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 41    2
Total shares held : 
1,276,731  
% of shares held : 
14.19%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  15  
Amount of shares held : 
172,797  
% of shares held change : 
  1.92%  
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
 47,326
 3.71%
 
Increased Positions :
18
 174,977
 13.71%
 
Unchanged Positions :
14
 345,767
 27.08%
 
Decreased Positions :
5
-44,003
-3.45%
 
Closed Positions :
2
-5,503
-0.43%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Trellis Wealth Advisors LLC 13 - 2024-03-31 26,486 $1,508,000 0
   MB Generational Wealth LLC 16 - 2024-03-31 21,926 $1,248,000 0
   Diversified Portfolios Inc. 83 - 2024-03-31 11,424 $650,000 0
   Plancorp LLC 218 - 2024-03-31 5,840 $332,000 0
   Kelman-Lazarov Inc. 87 - 2024-03-31 4,921 $280,000 0
   Tortoise Investment Management LLC 191 - 2024-03-31 4,500 $256,000 0
   Passive Capital Management LLC. 51 - 2023-03-31 4,670 $236,000 0
   Evanson Asset Management LLC 279 - 2024-03-31 3,877 $221,000 0
   GRAND WEALTH MANAGEMENT LLC 46 - 2024-03-31 3,520 $200,000 0
   Advisor Group Holdings Inc. 4807 - 2024-03-31 737 $42,000 0
   WealthCollab LLC 190 - 2024-03-31 630 $36,000 0
   Asset Dedication LLC 523 - 2024-03-31 507 $29,000 0
   Signature Resources Capital Management LLC 127 - 2024-03-31 484 $26,000 0
   PROEQUITIES INC. 8317 - 2024-03-31 0 $0 0

  14 Records found
  1    
  Page 1 of 1
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