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Able Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Able Wealth Management’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
2024
Q1 		– Sell
-539
Closed -$44K – 130
2023
Q4 		$44K Buy
+539
New +$40.8K 0.04% 146

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AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Able Wealth Management's AVUS Position: Q1 2024 in Review

Able Wealth Management sold out of Avantis US Equity ETF (AVUS) in Q1 2024, closing a stake of 539 shares — an estimated $44K sold.

Able Wealth Management first reported a position in AVUS in Q4 2023 and held it in 1 quarter. The position peaked at $44K in Q4 2023. 354 funds tracked by Wall St. Rank hold AVUS as of Q1 2024.

  • Able Wealth Management reported no remaining Avantis US Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 539 Avantis US Equity ETF shares in Q1 2024, an estimated $44K.
  • Able Wealth Management first reported a position in Avantis US Equity ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Avantis US Equity ETF position peaked at $44K in Q4 2023.
  • 354 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.