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Householder Group Estate & Retirement Specialist’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio AVEM Stock Details AVEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2K Buy
+51
New +$3.17K ﹤0.01% 469

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AVEM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q4 2024: 51 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #469 among its holdings.

514 funds tracked by Wall St. Rank hold AVEM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 51 shares of Avantis Emerging Markets Equity ETF worth $2K as of Q4 2024.
  • Avantis Emerging Markets Equity ETF was a new Householder Group Estate & Retirement Specialist position in Q4 2024.
  • Avantis Emerging Markets Equity ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #469 holding.
  • 514 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.