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Avantis Short-Term Fixed Income ETF (AVSF) Institutional Ownership

$46.29
-0.08 (-0.17%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Avantis Short-Term Fixed Income ETF (NYSEARCA:AVSF)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$695.63K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$116.64K
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AVSF Institutional Buying and Selling by Quarter

Avantis Short-Term Fixed Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/29/2024 Farther Finance Advisors LLC8,884$419K0.0%+2.9%0.116%
10/25/2024 Strategic Blueprint LLC122,120$5.76M0.4%-1.5%1.596%
7/31/2024WR Wealth Planners LLC166,757$7.70M2.3%-0.4%2.180%
7/31/2024 Farther Finance Advisors LLC8,637$397K0.0%N/A0.113%
7/27/2024 Strategic Blueprint LLC123,965$5.72M0.4%+1.4%1.620%
4/23/2024 Strategic Blueprint LLC122,312$5.66M0.4%+1.8%1.609%
1/25/2024 Strategic Blueprint LLC120,189$5.58M0.5%+1.6%2.268%
11/4/2023EverSource Wealth Advisors LLC31,531$1.44M0.2%+1.5%0.595%
10/18/2023 Strategic Blueprint LLC118,275$5.39M0.5%+0.2%2.232%
8/4/2023EverSource Wealth Advisors LLC31,051$1.42M0.2%-0.8%0.640%
5/11/2023EverSource Wealth Advisors LLC31,301$1.45M0.2%-7.0%0.645%
4/28/2023 Strategic Blueprint LLC119,827$5.55M0.6%+0.4%2.755%
4/18/2023 WMG Financial Advisors LLC5,504$255K0.2%-79.8%0.127%
2/10/2023 WMG Financial Advisors LLC27,204$1.25M1.1%+12.0%0.625%
2/9/2023EverSource Wealth Advisors LLC33,663$1.54M0.2%-2.5%0.774%
1/26/2023 Strategic Blueprint LLC119,341$5.48M0.6%+5.5%2.743%
11/8/2022 Strategic Blueprint LLC113,105$5.16M0.6%+1.5%3.708%
11/7/2022EverSource Wealth Advisors LLC34,537$1.58M0.4%+5.4%1.132%
10/26/2022B&D White Capital Company LLC17,586$802K0.3%-2.9%0.586%
8/12/2022 Strategic Blueprint LLC111,405$5.21M0.6%+29.2%6.366%
8/1/2022EverSource Wealth Advisors LLC32,765$1.53M0.4%+6.5%1.872%
5/25/2022EverSource Wealth Advisors LLC30,755$1.46M0.4%+2.9%1.864%
5/10/2022B&D White Capital Company LLC18,142$863K0.3%+9.7%1.100%
2/8/2022B&D White Capital Company LLC16,542$817K0.3%+39.0%1.504%
1/20/2022Parallel Advisors LLC1,480$73K0.0%N/A0.141%
10/27/2021B&D White Capital Company LLC11,903$593K0.2%N/A1.587%
(Data available from 1/1/2016 forward)

AVSF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVSF shares?

During the previous two years, the following institutional investors and hedge funds held shares of Avantis Short-Term Fixed Income ETF shares: WR Wealth Planners LLC ($7.70M), Strategic Blueprint LLC ($5.76M), EverSource Wealth Advisors LLC ($1.44M), and Farther Finance Advisors LLC ($419K), WMG Financial Advisors LLC ($255K).Learn more on AVSF's institutional investors.

Which institutional investors have been buying Avantis Short-Term Fixed Income ETF stock?

The following institutional investors have purchased Avantis Short-Term Fixed Income ETF stock in the last 24 months: Strategic Blueprint LLC ($14.38K), Farther Finance Advisors LLC ($8.88K), WMG Financial Advisors LLC ($2.90K), and EverSource Wealth Advisors LLC ($2.25K).

How much institutional buying is happening at Avantis Short-Term Fixed Income ETF?

Institutional investors have bought a total of 28,416 shares in the last 24 months. This purchase volume represents approximately $1.31M in transactions.

Which Avantis Short-Term Fixed Income ETF major shareholders have been selling company stock?

The following institutional investors have sold Avantis Short-Term Fixed Income ETF stock in the last 24 months: WMG Financial Advisors LLC ($21.70K), EverSource Wealth Advisors LLC ($3.49K), Strategic Blueprint LLC ($1.85K), and WR Wealth Planners LLC ($643.00).

How much institutional selling is happening at Avantis Short-Term Fixed Income ETF?

Institutional investors have sold a total of 27,674 shares in the last 24 months. This volume of shares sold represents approximately $1.28M in transactions.



This page (NYSEARCA:AVSF) was last updated on 11/2/2024 by MarketBeat.com Staff
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