Briggs Advisory Group’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Briggs Advisory Group’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
2023 Q3	$889K	Buy	+15,375	New	+$907K	0.51%	29

Other funds holding AVDV

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

AAS

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

Briggs Advisory Group's AVDV Position: Q3 2023 in Review

Briggs Advisory Group opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q3 2023: 15,375 shares worth $889K. The stake represents 0.51% of the portfolio and ranks #29 among its holdings.

264 funds tracked by Wall St. Rank hold AVDV as of Q3 2023.

Briggs Advisory Group held 15,375 shares of Avantis International Small Cap Value ETF worth $889K as of Q3 2023.
Avantis International Small Cap Value ETF was a new Briggs Advisory Group position in Q3 2023.
Avantis International Small Cap Value ETF made up 0.51% of Briggs Advisory Group's portfolio in Q3 2023, its #29 holding.
264 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.