Advisory Services Network’s Avantis Inflation Focused Equity ETF AVIE Stock Holding History

Advisory Services Network’s Portfolio AVIE Stock Details AVIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-100	Closed	-$5.77K	–	1612
2023 Q4	$5.77K	Buy	+100	New	+$5.66K	﹤0.01%	3064

Other funds holding AVIE

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Services Network's AVIE Position: Q1 2024 in Review

Advisory Services Network sold out of Avantis Inflation Focused Equity ETF (AVIE) in Q1 2024, closing a stake of 100 shares — an estimated $5.77K sold.

Advisory Services Network first reported a position in AVIE in Q4 2023 and held it in 1 quarter. The position peaked at $5.77K in Q4 2023. 5 funds tracked by Wall St. Rank hold AVIE as of Q1 2024.

Advisory Services Network reported no remaining Avantis Inflation Focused Equity ETF position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 100 Avantis Inflation Focused Equity ETF shares in Q1 2024, an estimated $5.77K.
Advisory Services Network first reported a position in Avantis Inflation Focused Equity ETF in Q4 2023 and held it in 1 quarter.
Advisory Services Network's Avantis Inflation Focused Equity ETF position peaked at $5.77K in Q4 2023.
5 funds tracked by Wall St. Rank held Avantis Inflation Focused Equity ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.