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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
   AWM CAPITAL LLC 31 - 2024-03-31 32,893 $2,020,000 0
   Diversified Portfolios Inc. 57 - 2024-03-31 24,010 $1,475,000 0
   Passive Capital Management LLC. 35 - 2023-03-31 10,960 $529,000 0
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1237 - 2023-09-30 10,336 $512,000 0
   Orion Capital Management LLC 68 - 2024-03-31 8,240 $506,000 0
   Plancorp LLC 216 - 2023-12-31 5,250 $295,000 0
   Kelman-Lazarov Inc. 95 - 2024-03-31 4,006 $246,000 0
   Tortoise Investment Management LLC 194 - 2024-03-31 3,910 $240,000 0
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 73 - 2024-03-31 2,331 $143,000 0
   Signature Resources Capital Management LLC 87 - 2024-03-31 1,055 $59,000 0
   GRAND WEALTH MANAGEMENT LLC 58 - 2024-03-31 934 $57,000 0
   Advisor Group Holdings Inc. 4699 - 2024-03-31 808 $50,000 0
   WealthCollab LLC 206 - 2024-03-31 543 $33,000 0
   PROEQUITIES INC. 8477 - 2024-03-31 0 $0 0

  14 Records found
  1    
  Page 1 of 1
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