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Avantis Inflation Focused Equity ETF (AVIE) Institutional Ownership

$62.37 +0.16 (+0.26%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Avantis Inflation Focused Equity ETF (NYSEARCA:AVIE)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$379.23K
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Geneos Wealth Management Inc.3,051$183K0.0%N/A3.814%
1/16/2025 Lam Group Inc.3,035$183K0.1%+83.9%3.794%
10/18/2024 Lam Group Inc.1,650$106K0.1%-24.5%2.063%
8/10/2024Plancorp LLC19,867$1.23M0.1%+8.3%24.834%
4/5/2024 Lam Group Inc.775$49K0.0%-72.6%1.292%
1/30/2024 Lam Group Inc.2,825$163K0.1%+12.1%4.708%
11/8/2023Plancorp LLC16,535$938K0.1%+3.1%27.558%
7/27/2023Verus Financial Partners Inc.4,447$253K0.0%N/A1.170%
7/14/2023 Lam Group Inc.2,520$138K0.1%+25.7%0.663%
5/11/2023Plancorp LLC16,035$888K0.0%+1.9%4.220%
4/25/2023Foundations Investment Advisors LLC106,693$5.91M0.2%N/A22.228%
4/17/2023Highland Financial Advisors LLC182,718$10.12M5.5%+19.2%38.066%
4/11/2023 Lam Group Inc.2,005$111K0.1%-12.1%0.418%
2/8/2023Highland Financial Advisors LLC153,251$8.82M5.2%N/A31.927%
1/13/2023 Lam 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), Verus Financial Partners Inc. ($253K), and Geneos Wealth Management Inc. ($183K), Lam Group Inc. ($183K).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), Geneos Wealth Management Inc. ($3.05K), Plancorp LLC ($2.33K), and Lam Group Inc. ($2.21K).

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

Institutional investors have bought a total of 301,442 shares in the last 24 months. This purchase volume represents approximately $17.06M 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.



This page (NYSEARCA:AVIE) was last updated on 1/21/2025 by MarketBeat.com Staff
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