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

BerganKDV 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
2023 Q2	$107K	Sell	1,424 -516	-27%	-$36.9K	0.01%	286
2023 Q1	$138K	Sell	1,940 -1,115	-36%	-$78.9K	0.01%	278
2022 Q4	$208K	Sell	3,055 -1,600	-34%	-$109K	0.02%	230
2022 Q3	$290K	Hold	4,655	–	–	0.03%	204
2022 Q2	$303K	Hold	4,655	–	–	0.03%	211
2022 Q1	$359K	Hold	4,655	–	–	0.04%	202
2021 Q4	$373K	Hold	4,655	–	–	0.04%	213
2021 Q3	$343K	Hold	4,655	–	–	0.04%	212
2021 Q2	$345K	Hold	4,655	–	–	0.04%	205
2021 Q1	$323K	Buy	+4,655	New	+$312K	0.04%	203

Other funds holding AVUS

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return