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55I LLC’s Avantis US Equity ETF AVUS Stock Holding History

55I LLC’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$9.32M Buy
149,488
+12,650
+9% +$869K 0.26% 55
2022
Q2 		$8.9M Buy
136,838
+54,198
+66% +$3.85M 0.25% 66
2022
Q1 		$6.37M Buy
82,640
+60,336
+271% +$4.6M 0.15% 96
2021
Q4 		$1.79M Buy
+22,304
New +$1.75M 0.05% 186

Other funds holding AVUS

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return

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

55I LLC increased its Avantis US Equity ETF (AVUS) stake by 9.2% in Q3 2022, buying an estimated $869K and bringing the position to 149,488 shares worth $9.32M. The position accounts for 0.26% of the portfolio, ranked #55.

55I LLC first reported a position in AVUS in Q4 2021 and has held it in 4 quarters since. 168 funds tracked by Wall St. Rank hold AVUS as of Q3 2022.

  • 55I LLC held 149,488 shares of Avantis US Equity ETF worth $9.32M as of Q3 2022.
  • 55I LLC bought 12,650 Avantis US Equity ETF shares in Q3 2022, an estimated $869K.
  • Avantis US Equity ETF made up 0.26% of 55I LLC's portfolio in Q3 2022, its #55 holding.
  • 55I LLC first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 4 quarters since.
  • 168 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2022.

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