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Encompass More Asset Management’s Avantis US Equity ETF AVUS Stock Holding History

Encompass More Asset Management’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
2024
Q1 		– Sell
-4,366
Closed -$356K – 102
2023
Q4 		$356K Buy
+4,366
New +$330K 0.4% 59

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AAS
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AF
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HighTower Advisors
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PLFA
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Envestnet Asset Management
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Northwestern Mutual Wealth Management
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Creative Planning
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AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Encompass More Asset Management's AVUS Position: Q1 2024 in Review

Encompass More Asset Management sold out of Avantis US Equity ETF (AVUS) in Q1 2024, closing a stake of 4,366 shares — an estimated $356K sold.

Encompass More Asset Management first reported a position in AVUS in Q4 2023 and held it in 1 quarter. The position peaked at $356K in Q4 2023. 354 funds tracked by Wall St. Rank hold AVUS as of Q1 2024.

  • Encompass More Asset Management reported no remaining Avantis US Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Encompass More Asset Management sold 4,366 Avantis US Equity ETF shares in Q1 2024, an estimated $356K.
  • Encompass More Asset Management first reported a position in Avantis US Equity ETF in Q4 2023 and held it in 1 quarter.
  • Encompass More Asset Management's Avantis US Equity ETF position peaked at $356K in Q4 2023.
  • 354 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2024.

Based on Encompass More Asset Management's 13F filing for Q1 2024, filed 10 May 2024.