BFEC
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Benjamin F. Edwards & Company’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$2K Buy
+48
New +$2.42K ﹤0.01% 2014

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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Benjamin F. Edwards & Company's AVSC Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q2 2024: 48 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2014 among its holdings.

103 funds tracked by Wall St. Rank hold AVSC as of Q2 2024.

  • Benjamin F. Edwards & Company held 48 shares of Avantis US Small Cap Equity ETF worth $2K as of Q2 2024.
  • Avantis US Small Cap Equity ETF was a new Benjamin F. Edwards & Company position in Q2 2024.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2014 holding.
  • 103 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.