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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
   MERRIMAN WEALTH MANAGEMENT, LLC 21 - 2023-12-31 282,835 $15,893,000 10,772
   Silicon Hills Wealth Management LLC 4 - 2023-06-30 156,466 $8,078,000 2,228
   COMMONWEALTH EQUITY SERVICES LLC. 952 - 2024-03-31 115,542 $7,097,000 2,992
   MARINER WEALTH ADVISORS, LLC 912 - 2023-12-31 49,394 $2,775,000 9,424
   Trellis Wealth Advisors LLC 11 - 2024-03-31 33,949 $2,085,000 2
   Trademark Financial Management LLC 14 - 2024-03-31 30,021 $1,844,000 6,877
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1970 - 2024-03-31 27,049 $1,662,000 17,920
   Wealthstream Advisors Inc. 28 - 2024-03-31 23,596 $1,449,000 390
   PrairieView Partners LLC 56 - 2024-03-31 18,682 $1,148,000 116
   Hill Investment Group Partners LLC 34 - 2023-12-31 14,688 $825,000 163
   CITADEL ADVISORS LLC 3125 - 2023-12-31 14,494 $814,000 14,494
   WMS PARTNERS, LLC 140 - 2023-12-31 10,397 $584,000 2,122
   ZRC WEALTH MANAGEMENT LLC 201 - 2024-03-31 968 $59,000 6
   Asset Dedication LLC 580 - 2024-03-31 345 $21,000 14

  14 Records found
  1    
  Page 1 of 1
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