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Coulter & Justus Financial Services’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Coulter & Justus Financial Services’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
2024
Q1 		– Sell
-3,886
Closed -$243K – 95
2023
Q4 		$243K Buy
+3,886
New +$226K 0.16% 34

Other funds holding AVDV

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SC
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Creative Planning
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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Coulter & Justus Financial Services's AVDV Position: Q1 2024 in Review

Coulter & Justus Financial Services sold out of Avantis International Small Cap Value ETF (AVDV) in Q1 2024, closing a stake of 3,886 shares — an estimated $243K sold.

Coulter & Justus Financial Services first reported a position in AVDV in Q4 2023 and held it in 1 quarter. The position peaked at $243K in Q4 2023. 333 funds tracked by Wall St. Rank hold AVDV as of Q1 2024.

  • Coulter & Justus Financial Services reported no remaining Avantis International Small Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Coulter & Justus Financial Services sold 3,886 Avantis International Small Cap Value ETF shares in Q1 2024, an estimated $243K.
  • Coulter & Justus Financial Services first reported a position in Avantis International Small Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • Coulter & Justus Financial Services's Avantis International Small Cap Value ETF position peaked at $243K in Q4 2023.
  • 333 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.