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Householder Group Estate & Retirement Specialist’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$4K Buy
+81
New +$4.52K ﹤0.01% 437

Other funds holding AVSC

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
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q4 2024: 81 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #437 among its holdings.

152 funds tracked by Wall St. Rank hold AVSC as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 81 shares of Avantis US Small Cap Equity ETF worth $4K as of Q4 2024.
  • Avantis US Small Cap Equity ETF was a new Householder Group Estate & Retirement Specialist position in Q4 2024.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #437 holding.
  • 152 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q4 2024.

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