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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    4
Total shares held : 
1,547,634  
% of shares held : 
17.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  12  
Amount of shares held : 
97,397  
% of shares held change : 
  1.08%  
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 :
5
 37,869
 2.45%
 
Increased Positions :
15
 80,363
 5.19%
 
Unchanged Positions :
11
 369,382
 23.87%
 
Decreased Positions :
7
-20,819
-1.35%
 
Closed Positions :
1
-16
-0%
 
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
   GOLDMAN SACHS GROUP INC/ 3660 *New 2023-12-31 13,136 $738,000 13,136
   H D Vest Advisory Services 921 *New 2024-03-31 10,628 $653,000 10,628
   Orion Portfolio Solutions LLC 1277 *New 2024-03-31 7,730 $475,000 7,730
   LexAurum Advisors LLC 249 *New 2024-03-31 4,034 $248,000 4,034
   North Ridge Wealth Advisors Inc. 38 *New 2024-03-31 3,607 $222,000 3,607
   Sprinkle Financial Consultants LLC 60 *New 2024-03-31 3,302 $203,000 3,302
   BFSG LLC 338 *New 2024-03-31 1,300 $80,000 1,300

  7 Records found
  1    
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