Ticker: AVUQ CUSIP: 02507A507 Class: AVANTIS U S QUAL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Strategic Blueprint, LLC | 261,088 | $15,710 |
| Haven Private, LLC | 11,543 | $695 |
| EnRich Financial Partners LLC | 6,597 | $397 |
| JONES FINANCIAL COMPANIES LLLP | 124 | $7 |
| Orion Capital Management LLC | 20 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| LEGACY FINANCIAL GROUP, INC. | 10,902 | 11,972 | +1,070 (+9.8%) |
| Herold Advisors, Inc. | 7,485 | 7,914 | +429 (+5.7%) |
| Plancorp, LLC | 3,595 | 3,995 | +400 (+11.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| True Wealth Design, LLC | 26,610 | 23,152 | -3,458 (-13.0%) |
| LPL Financial LLC | 32,848 | 4,278 | -28,570 (-87.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Tripletail Wealth Management, LLC | 415 | $25 |
| UBS Group AG | 91 | $5 |