Ticker: AVGV CUSIP: 025072216 Class: AVANTIS ALL EQT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 68,804 | $5,199 |
| Farther Finance Advisors, LLC | 3,332 | $244 |
| NewEdge Advisors, LLC | 4,035 | $295 |
| JPMORGAN CHASE & CO | 8,057 | $590 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Paul R. Ried Financial Group, LLC | 76,879 | 85,211 | +8,332 (+10.8%) |
| Meredith Wealth Planning | 455,200 | 460,263 | +5,063 (+1.1%) |
| M Wealth Management, LLC | 28,684 | 30,057 | +1,373 (+4.8%) |
| Austin Wealth Management, LLC | 10,735 | 11,758 | +1,023 (+9.5%) |
| Evanson Asset Management, LLC | 25,781 | 27,262 | +1,481 (+5.7%) |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 892 | 1,270 | +378 (+42.4%) |
| Rialto Wealth Management, LLC | 371 | 726 | +355 (+95.7%) |
| LPL Financial LLC | 5,792 | 12,485 | +6,693 (+115.6%) |
| Focus Partners Wealth | 5,268 | 5,328 | +60 (+1.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Ridgeline Wealth, LLC | 8,738 | 8,391 | -347 (-4.0%) |
| SAX WEALTH ADVISORS, LLC | 4,119 | 3,845 | -274 (-6.7%) |
| Compound Planning, Inc. | 3,108 | 2,807 | -301 (-9.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Cloud Capital Management, LLC | 1,032 | $0 |
| UBS Group AG | 305 | $21 |