AFWM
AVSC icon

Abich Financial Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Abich Financial Wealth Management’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-249
Closed -$12.4K – 418
2024
Q2 		$12.4K Buy
+249
New +$12.5K 0.01% 258

Other funds holding AVSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return

Abich Financial Wealth Management's AVSC Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Avantis US Small Cap Equity ETF (AVSC) in Q3 2024, closing a stake of 249 shares — an estimated $12.4K sold.

Abich Financial Wealth Management first reported a position in AVSC in Q2 2024 and held it in 1 quarter. The position peaked at $12.4K in Q2 2024. 122 funds tracked by Wall St. Rank hold AVSC as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Avantis US Small Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 249 Avantis US Small Cap Equity ETF shares in Q3 2024, an estimated $12.4K.
  • Abich Financial Wealth Management first reported a position in Avantis US Small Cap Equity ETF in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Avantis US Small Cap Equity ETF position peaked at $12.4K in Q2 2024.
  • 122 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.