Bridge Advisory’s Avantis US Equity ETF AVUS Stock Holding History

Bridge Advisory’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 Q3	$593K	Buy	6,236 +22	+0.4%	+$2.02K	0.28%	66
2024 Q2	$560K	Sell	6,214 -1,138	-15%	-$101K	0.28%	67
2024 Q1	$658K	Sell	7,352 -455	-6%	-$38.4K	0.33%	65
2023 Q4	$637K	Sell	7,807 -26,235	-77%	-$1.99M	0.32%	69
2023 Q3	$2.49M	Buy	34,042 +474	+1%	+$36K	0.87%	30
2023 Q2	$2.52M	Buy	33,568 +1,636	+5%	+$117K	0.93%	28
2023 Q1	$2.26M	Buy	31,932 +720	+2%	+$51K	0.87%	30
2022 Q4	$2.12M	Buy	31,212 +6,814	+28%	+$466K	0.89%	25
2022 Q3	$1.52M	Buy	+24,398	New	+$1.68M	0.74%	35

Other funds holding AVUS

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bridge Advisory's AVUS Position: Q3 2024 in Review

Bridge Advisory increased its Avantis US Equity ETF (AVUS) stake by 0.35% in Q3 2024, buying an estimated $2.02K and bringing the position to 6,236 shares worth $593K. The position accounts for 0.28% of the portfolio, ranked #66.

Bridge Advisory first reported a position in AVUS in Q3 2022 and has held it in 9 quarters since. The position peaked at $2.52M in Q2 2023. 377 funds tracked by Wall St. Rank hold AVUS as of Q3 2024.

Bridge Advisory held 6,236 shares of Avantis US Equity ETF worth $593K as of Q3 2024.
Bridge Advisory bought 22 Avantis US Equity ETF shares in Q3 2024, an estimated $2.02K.
Avantis US Equity ETF made up 0.28% of Bridge Advisory's portfolio in Q3 2024, its #66 holding.
Bridge Advisory first reported a position in Avantis US Equity ETF in Q3 2022 and has held it in 9 quarters since.
Bridge Advisory's Avantis US Equity ETF position peaked at $2.52M in Q2 2023.
377 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.