Highland Financial Advisors, LLC
Position in AVSU — Avantis Responsible U.S. Equity ETF
CIK 1939237
WAYNE, NJ
All Filings in AVSU
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 AVSU | $6,277,354 | 96,131 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 AVSU | $5,091,534 | 82,454 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 AVSU | $3,789,799 | 61,697 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 AVSU | $3,479,565 | 61,925 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 AVSU | $3,038,721 | 61,314 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 AVSU | $3,216,342 | 62,296 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 AVSU | $3,079,704 | 63,762 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 AVSU | $2,787,853 | 60,950 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 AVSU | $2,313,290 | 54,456 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||