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Atria Wealth Solutions’s Avantis US Equity ETF AVUS Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-6,071
Closed -$543K – 1933
2024
Q1 		$543K Buy
6,071
+638
+12% +$53.9K 0.01% 1216
2023
Q4 		$443K Sell
5,433
-338
-6% -$25.6K 0.01% 1281
2023
Q3 		$423K Buy
5,771
+367
+7% +$27.9K 0.01% 1214
2023
Q2 		$406K Buy
5,404
+339
+7% +$24.3K 0.01% 1259
2023
Q1 		$359K Buy
5,065
+1,816
+56% +$129K 0.01% 1319
2022
Q4 		$221K Buy
+3,249
New +$222K ﹤0.01% 1550

Other funds holding AVUS

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atria Wealth Solutions's AVUS Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Avantis US Equity ETF (AVUS) in Q2 2024, closing a stake of 6,071 shares — an estimated $543K sold.

Atria Wealth Solutions first reported a position in AVUS in Q4 2022 and held it in 6 quarters. The position peaked at $543K in Q1 2024. 364 funds tracked by Wall St. Rank hold AVUS as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Avantis US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,071 Avantis US Equity ETF shares in Q2 2024, an estimated $543K.
  • Atria Wealth Solutions first reported a position in Avantis US Equity ETF in Q4 2022 and held it in 6 quarters.
  • Atria Wealth Solutions's Avantis US Equity ETF position peaked at $543K in Q1 2024.
  • 364 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.