FW
AVUV icon

FirstPurpose Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

FirstPurpose Wealth’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
2024
Q1 		$509K Sell
5,662
-141
-2% -$12.5K 0.18% 98
2023
Q4 		$521K Buy
+5,803
New +$464K 0.2% 84

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 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
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

FirstPurpose Wealth's AVUV Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.4% in Q1 2024, selling an estimated $12.5K and leaving 5,662 shares worth $509K. The position accounts for 0.18% of the portfolio, ranked #98.

FirstPurpose Wealth first reported a position in AVUV in Q4 2023 and has held it in 2 quarters since. The position peaked at $521K in Q4 2023. 632 funds tracked by Wall St. Rank hold AVUV as of Q1 2024.

  • FirstPurpose Wealth held 5,662 shares of Avantis US Small Cap Value ETF worth $509K as of Q1 2024.
  • FirstPurpose Wealth sold 141 Avantis US Small Cap Value ETF shares in Q1 2024, an estimated $12.5K.
  • Avantis US Small Cap Value ETF made up 0.18% of FirstPurpose Wealth's portfolio in Q1 2024, its #98 holding.
  • FirstPurpose Wealth first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 2 quarters since.
  • FirstPurpose Wealth's Avantis US Small Cap Value ETF position peaked at $521K in Q4 2023.
  • 632 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.