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55I LLC’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

55I LLC’s Portfolio AVEM Stock Details AVEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$280K Buy
+6,116
New +$311K 0.01% 508

Other funds holding AVEM

WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

55I LLC's AVEM Position: Q3 2022 in Review

55I LLC opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q3 2022: 6,116 shares worth $280K. The stake represents 0.01% of the portfolio and ranks #508 among its holdings.

185 funds tracked by Wall St. Rank hold AVEM as of Q3 2022.

  • 55I LLC held 6,116 shares of Avantis Emerging Markets Equity ETF worth $280K as of Q3 2022.
  • Avantis Emerging Markets Equity ETF was a new 55I LLC position in Q3 2022.
  • Avantis Emerging Markets Equity ETF made up 0.01% of 55I LLC's portfolio in Q3 2022, its #508 holding.
  • 185 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.