EWMCB
AVUV icon

EisnerAmper Wealth Management Corporate Benefits’s Avantis US Small Cap Value ETF AVUV Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$2.82M Buy
+31,430
New +$2.51M 1.03% 25

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's AVUV Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q4 2023: 31,430 shares worth $2.82M. The stake represents 1.03% of the portfolio and ranks #25 among its holdings.

568 funds tracked by Wall St. Rank hold AVUV as of Q4 2023.

  • EisnerAmper Wealth Management Corporate Benefits held 31,430 shares of Avantis US Small Cap Value ETF worth $2.82M as of Q4 2023.
  • Avantis US Small Cap Value ETF was a new EisnerAmper Wealth Management Corporate Benefits position in Q4 2023.
  • Avantis US Small Cap Value ETF made up 1.03% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #25 holding.
  • 568 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.