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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

  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
   WARREN AVERETT ASSET MANAGEMENT, LLC 57 - 2023-12-31 139,165 $7,820,000 -9,436
   Northland Capital Management LLC 9 - 2024-03-31 81,933 $5,033,000 -1,400
   Highland Financial Advisors LLC 16 - 2024-03-31 61,697 $3,790,000 -228
   Willow Creek Wealth Management Inc. 38 - 2023-12-31 59,496 $3,343,000 -3,179
   HIGHTOWER ADVISORS, LLC 1153 - 2024-03-31 52,715 $3,236,000 -1,205
   CI Private Wealth LLC 954 - 2024-03-31 37,636 $2,312,000 -122,507
   VISTA CAPITAL PARTNERS, INC. 25 - 2024-03-31 21,549 $1,324,000 -10
   LPL FINANCIAL CORP 2894 - 2024-03-31 21,248 $1,305,000 -3,787
   JOURNEY STRATEGIC WEALTH LLC 52 - 2023-12-31 21,121 $1,187,000 -1,492
   J P MORGAN CHASE & CO 3640 - 2024-03-31 9,600 $590,000 -736
   TCI Wealth Advisors Inc. 164 - 2024-03-31 5,175 $318,000 -843
   QUARRY HILL ADVISORS LLC 44 - 2024-03-31 4,301 $264,000 -33
  12 Records found
  1    
  Page 1 of 1
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