Avantis Moderate Allocation ETF (AVMA) Institutional Ownership $59.53 -0.62 (-1.03%) As of 02/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnership Institutional Ownership Changes (13F Filings) for Avantis Moderate Allocation ETF (NYSEARCA:AVMA)Number ofInstitutional Buyers(last 12 months)7TotalInstitutional Inflows(last 12 months)$1.70MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$159.75K Get AVMA Insider Trade Alerts Want to know when executives and insiders are buying or selling Avantis Moderate Allocation ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data AVMA Institutional Buying and Selling by Quarter Avantis Moderate Allocation ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/18/2025 Sunbelt Securities Inc.1,371$80K0.0%-22.9%0.772% 2/13/2025 Advisory Services Network LLC10,922$635K0.0%-16.3%6.153% 2/13/2025 Envestnet Asset Management Inc.3,736$217K0.0%N/A2.105% 2/11/2025 LPL Financial LLC47,589$2.77M0.0%+10.9%26.811% 1/31/2025 Vawter Financial Ltd.14,443$840K0.5%+9.7%8.137% 1/16/2025 Diversify Wealth Management LLC6,631$382K0.0%+7.4%3.736% 1/3/2025 Versant Capital Management Inc1,455$85K0.0%+108.5%0.820% 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% 10/19/2024 Werba Rubin Papier Wealth Management3,663$219K0.1%-5.3%2.064% 8/16/2024 Sunbelt 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% 1/22/2024 Werba Rubin Papier Wealth Management4,084$221K0.1%N/A20.420% 12/11/2023 Sunbelt 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, 9 institutional investors and hedge funds held shares of Avantis Moderate Allocation ETF. The most heavily invested institutionals were LPL Financial LLC ($2.77M), Vawter Financial Ltd. ($840K), Advisory Services Network LLC ($635K), Integrity Wealth Solutions LLC ($396K), Diversify Wealth Management LLC ($382K), Werba Rubin Papier Wealth Management ($219K), and Envestnet Asset Management Inc. ($217K).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. ($14.44K), Diversify Wealth Management LLC ($6.63K), Integrity Wealth Solutions LLC ($6.63K), LPL Financial LLC ($4.69K), Werba Rubin Papier Wealth Management ($4.08K), Envestnet Asset Management Inc. ($3.74K), and Sunbelt Securities Inc. ($1.76K). How much institutional buying is happening at Avantis Moderate Allocation ETF? Institutional investors have bought a total of 42,729 shares in the last 24 months. This purchase volume represents approximately $2.42M 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: Advisory Services Network LLC ($2.13K), Sunbelt Securities Inc. ($408.00), and 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 2,742 shares in the last 24 months. This volume of shares sold represents approximately $159.75K in transactions. 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