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Coppell Advisory Solutions’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Coppell Advisory Solutions’s Portfolio AVEE Stock Details AVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$84.8K Buy
+1,504
New +$78.3K 0.02% 389

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CPL
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Citadel Advisors
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CPA
Cardiff Park Advisors Carlsbad, California $1.25B AUM 24.12% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Coppell Advisory Solutions's AVEE Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in Avantis Emerging Markets Small Cap Equity ETF (AVEE) in Q4 2023: 1,504 shares worth $84.8K. The stake represents 0.02% of the portfolio and ranks #389 among its holdings.

9 funds tracked by Wall St. Rank hold AVEE as of Q4 2023.

  • Coppell Advisory Solutions held 1,504 shares of Avantis Emerging Markets Small Cap Equity ETF worth $84.8K as of Q4 2023.
  • Avantis Emerging Markets Small Cap Equity ETF was a new Coppell Advisory Solutions position in Q4 2023.
  • Avantis Emerging Markets Small Cap Equity ETF made up 0.02% of Coppell Advisory Solutions's portfolio in Q4 2023, its #389 holding.
  • 9 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.