Security Details
| Security Name: | AVANTIS ALL EQ MKTS VAL ETF |
|---|---|
| Ticker: | AVGV |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 025072216 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.02B | - | 6 | - |
| 2024-09-30 | $0.02B | +12.1% | 9 | +50.0% |
| 2024-12-31 | $0.04B | +53.1% | 11 | +22.2% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| MEREDITH WEALTH PLANNING | $23.3M | 382K | 10.4% |
| PAUL R. RIED FINANCIAL GROUP, LLC | $2.4M | 39K | 1.7% |
| VAWTER FINANCIAL, LTD. | $0.3M | 5K | 0.2% |
| AUSTIN WEALTH MANAGEMENT, LLC | $0.3M | 4K | 0.1% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $0.1M | 0K | 0.0% |
| ORION CAPITAL MANAGEMENT LLC | $0.0M | 0K | 0.0% |
| MERRIMAN WEALTH MANAGEMENT, LLC | $0.3M | 5K | 0.0% |
| MOISAND FITZGERALD TAMAYO, LLC | $0.0M | 0K | 0.0% |
| JPMORGAN CHASE & CO | $9.5M | 156K | 0.0% |
| MAI CAPITAL MANAGEMENT | $0.0M | 0K | 0.0% |