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Avantis Moderate Allocation ETF (AVMA) Institutional Ownership

$59.80 -0.20 (-0.33%)
(As of 04:31 PM ET)

Institutional Ownership Changes (13F Filings) for Avantis Moderate Allocation ETF (NYSEARCA:AVMA)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$1.79M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$12.14K
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AVMA Institutional Buying and Selling by Quarter

Avantis Moderate Allocation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/6/2024 Vawter Financial Ltd.13,162$787K0.5%+6.9%7.415%
10/25/2024 Diversify Wealth Management LLC6,175$365K0.0%N/A3.479%
10/21/2024 Integrity Wealth Solutions LLC6,627$396K0.2%+13.6%3.734%
10/19/2024Werba Rubin Papier Wealth Management3,663$219K0.1%-5.3%2.064%
8/16/2024Sunbelt Securities Inc.1,779$100K0.0%+32.8%1.002%
8/2/2024 Vawter Financial Ltd.12,311$694K0.5%+1.6%6.936%
7/26/2024 Integrity Wealth Solutions LLC5,833$329K0.2%+11.7%3.286%
5/16/2024 Vawter Financial Ltd.12,116$689K0.5%+177.9%6.826%
4/18/2024 Integrity Wealth Solutions LLC5,220$297K0.2%+38.9%3.314%
2/13/2024 Vawter Financial Ltd.4,360$236K0.2%N/A21.800%
2/8/2024 Integrity Wealth Solutions LLC3,759$203K0.1%N/A18.795%
1/22/2024Werba Rubin Papier Wealth Management4,084$221K0.1%N/A20.420%
12/11/2023Sunbelt Securities Inc.1,325$66K0.0%N/A6.625%
(Data available from 1/1/2016 forward)

AVMA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVMA shares?

During the previous two years, the following institutional investors and hedge funds held shares of Avantis Moderate Allocation ETF shares: Vawter Financial Ltd. ($787K), Integrity Wealth Solutions LLC ($396K), Diversify Wealth Management LLC ($365K), and Werba Rubin Papier Wealth Management ($219K), Sunbelt Securities Inc. ($100K).Learn more on AVMA's institutional investors.

Which institutional investors have been buying Avantis Moderate Allocation ETF stock?

The following institutional investors have purchased Avantis Moderate Allocation ETF stock in the last 24 months: Vawter Financial Ltd. ($13.16K), Integrity Wealth Solutions LLC ($6.63K), Diversify Wealth Management LLC ($6.18K), Werba Rubin Papier Wealth Management ($4.08K), and Sunbelt Securities Inc. ($1.76K).

How much institutional buying is happening at Avantis Moderate Allocation ETF?

Institutional investors have bought a total of 31,812 shares in the last 24 months. This purchase volume represents approximately $1.79M in transactions.

Which Avantis Moderate Allocation ETF major shareholders have been selling company stock?

The following institutional investors have sold Avantis Moderate Allocation ETF stock in the last 24 months: Werba Rubin Papier Wealth Management ($203.00).

How much institutional selling is happening at Avantis Moderate Allocation ETF?

Institutional investors have sold a total of 203 shares in the last 24 months. This volume of shares sold represents approximately $12.14K in transactions.



This page (NYSEARCA:AVMA) was last updated on 11/14/2024 by MarketBeat.com Staff
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