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Avantis Inflation Focused Equity ETF (AVIE) Institutional Ownership

$64.96 +0.66 (+1.03%)
(As of 11/21/2024 ET)
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Institutional Ownership Changes (13F Filings) for Avantis Inflation Focused Equity ETF (NYSEARCA:AVIE)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$112.45K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$164.13K
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AVIE Institutional Buying and Selling by Quarter

Avantis Inflation Focused Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/18/2024Lam Group Inc.1,650$106K0.1%-24.5%2.063%
8/10/2024 Plancorp LLC19,867$1.23M0.1%+8.3%24.834%
4/5/2024Lam Group Inc.775$49K0.0%-72.6%1.292%
1/30/2024Lam Group Inc.2,825$163K0.1%+12.1%4.708%
11/8/2023 Plancorp LLC16,535$938K0.1%+3.1%27.558%
7/27/2023 Verus Financial Partners Inc.4,447$253K0.0%N/A1.170%
7/14/2023Lam Group Inc.2,520$138K0.1%+25.7%0.663%
5/11/2023 Plancorp LLC16,035$888K0.0%+1.9%4.220%
4/25/2023 Foundations Investment Advisors LLC106,693$5.91M0.2%N/A22.228%
4/17/2023 Highland Financial Advisors LLC182,718$10.12M5.5%+19.2%38.066%
4/11/2023Lam Group Inc.2,005$111K0.1%-12.1%0.418%
2/8/2023 Highland Financial Advisors LLC153,251$8.82M5.2%N/A31.927%
1/13/2023Lam Group Inc.2,280$131K0.1%N/A0.671%
(Data available from 1/1/2016 forward)

AVIE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVIE shares?

During the previous two years, the following institutional investors and hedge funds held shares of Avantis Inflation Focused Equity ETF shares: Highland Financial Advisors LLC ($10.12M), Foundations Investment Advisors LLC ($5.91M), Plancorp LLC ($1.23M), and Verus Financial Partners Inc. ($253K), Lam Group Inc. ($106K).Learn more on AVIE's institutional investors.

Which institutional investors have been buying Avantis Inflation Focused Equity ETF stock?

The following institutional investors have purchased Avantis Inflation Focused Equity ETF stock in the last 24 months: Highland Financial Advisors LLC ($182.72K), Foundations Investment Advisors LLC ($106.69K), Verus Financial Partners Inc. ($4.45K), Lam Group Inc. ($3.10K), and Plancorp LLC ($2.33K).

How much institutional buying is happening at Avantis Inflation Focused Equity ETF?

Institutional investors have bought a total of 299,286 shares in the last 24 months. This purchase volume represents approximately $16.93M in transactions.

Which Avantis Inflation Focused Equity ETF major shareholders have been selling company stock?

The following institutional investors have sold Avantis Inflation Focused Equity ETF stock in the last 24 months: Lam Group Inc. ($2.86K).

How much institutional selling is happening at Avantis Inflation Focused Equity ETF?

Institutional investors have sold a total of 2,860 shares in the last 24 months. This volume of shares sold represents approximately $179.37K in transactions.


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This page (NYSEARCA:AVIE) was last updated on 11/21/2024 by MarketBeat.com Staff
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