Coppell Advisory Solutions’s Avantis US Equity ETF AVUS Stock Holding History

Coppell Advisory Solutions’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
2023 Q4	$15.5K	Buy	+190	New	+$14.4K	﹤0.01%	816

Other funds holding AVUS

ORL

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

AAS

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

PLFA

Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return

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

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

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

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

Coppell Advisory Solutions opened a new position in Avantis US Equity ETF (AVUS) in Q4 2023: 190 shares worth $15.5K. The stake represents ﹤0.01% of the portfolio and ranks #816 among its holdings.

340 funds tracked by Wall St. Rank hold AVUS as of Q4 2023.

Coppell Advisory Solutions held 190 shares of Avantis US Equity ETF worth $15.5K as of Q4 2023.
Avantis US Equity ETF was a new Coppell Advisory Solutions position in Q4 2023.
Avantis US Equity ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #816 holding.
340 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2023.

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