Cassady Schiller Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Cassady Schiller Wealth Management’s Portfolio AVEM Stock Details AVEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$14.5K	Buy	+247	New	+$15.4K	0.01%	314

Other funds holding AVEM

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

HTC

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

AAS

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cassady Schiller Wealth Management's AVEM Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q4 2024: 247 shares worth $14.5K. The stake represents 0.01% of the portfolio and ranks #314 among its holdings.

513 funds tracked by Wall St. Rank hold AVEM as of Q4 2024.

Cassady Schiller Wealth Management held 247 shares of Avantis Emerging Markets Equity ETF worth $14.5K as of Q4 2024.
Avantis Emerging Markets Equity ETF was a new Cassady Schiller Wealth Management position in Q4 2024.
Avantis Emerging Markets Equity ETF made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #314 holding.
513 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.