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Heritage Financial Services’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Heritage 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
2022
Q3 		– Sell
-116
Closed -$6K – 87
2022
Q2 		$6K Buy
+116
New +$6.81K ﹤0.01% 333

Other funds holding AVDV

SC
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Heritage Financial Services's AVDV Position: Q3 2022 in Review

Heritage Financial Services sold out of Avantis International Small Cap Value ETF (AVDV) in Q3 2022, closing a stake of 116 shares — an estimated $6K sold.

Heritage Financial Services first reported a position in AVDV in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 170 funds tracked by Wall St. Rank hold AVDV as of Q3 2022.

  • Heritage Financial Services reported no remaining Avantis International Small Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 116 Avantis International Small Cap Value ETF shares in Q3 2022, an estimated $6K.
  • Heritage Financial Services first reported a position in Avantis International Small Cap Value ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Avantis International Small Cap Value ETF position peaked at $6K in Q2 2022.
  • 170 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.