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Householder Group Estate & Retirement Specialist’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio AVSU Stock Details AVSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-687
Closed -$44K – 582
2024
Q3 		$44K Sell
687
-21
-3% -$1.32K 0.01% 500
2024
Q2 		$43K Buy
+708
New +$42.7K 0.01% 505

Other funds holding AVSU

CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist sold out of Avantis Responsible US Equity ETF (AVSU) in Q4 2024, closing a stake of 687 shares — an estimated $44K sold.

Householder Group Estate & Retirement Specialist first reported a position in AVSU in Q2 2024 and held it in 2 quarters. The position peaked at $44K in Q3 2024. 63 funds tracked by Wall St. Rank hold AVSU as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Avantis Responsible US Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 687 Avantis Responsible US Equity ETF shares in Q4 2024, an estimated $44K.
  • Householder Group Estate & Retirement Specialist first reported a position in Avantis Responsible US Equity ETF in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Avantis Responsible US Equity ETF position peaked at $44K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q4 2024.

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