BOS
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Bingham Osborn & Scarborough’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Bingham Osborn & Scarborough’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,628
Closed -$234K – 15
2021
Q3 		$234K Buy
+3,628
New +$238K 0.02% 142

Other funds holding AVDV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

Bingham Osborn & Scarborough's AVDV Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of Avantis International Small Cap Value ETF (AVDV) in Q4 2021, closing a stake of 3,628 shares — an estimated $234K sold.

Bingham Osborn & Scarborough first reported a position in AVDV in Q3 2021 and held it in 1 quarter. The position peaked at $234K in Q3 2021. 117 funds tracked by Wall St. Rank hold AVDV as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining Avantis International Small Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 3,628 Avantis International Small Cap Value ETF shares in Q4 2021, an estimated $234K.
  • Bingham Osborn & Scarborough first reported a position in Avantis International Small Cap Value ETF in Q3 2021 and held it in 1 quarter.
  • Bingham Osborn & Scarborough's Avantis International Small Cap Value ETF position peaked at $234K in Q3 2021.
  • 117 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.