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

Householder Group Estate & Retirement Specialist’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1K Sell
11
-6,523
-100% -$640K ﹤0.01% 500
2024
Q3 		$621K Buy
6,534
+357
+6% +$32.8K 0.18% 114
2024
Q2 		$557K Buy
6,177
+1,124
+22% +$99.3K 0.16% 124
2024
Q1 		$452K Buy
5,053
+698
+16% +$58.9K 0.13% 145
2023
Q4 		$355K Buy
4,355
+224
+5% +$17K 0.12% 161
2023
Q3 		$303K Buy
+4,131
New +$314K 0.11% 163
2023
Q1 		$153K Buy
+2,157
New +$153K 0.06% 231

Other funds holding AVUS

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist reduced its Avantis US Equity ETF (AVUS) stake by 100% in Q4 2024, selling an estimated $640K and leaving 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Householder Group Estate & Retirement Specialist first reported a position in AVUS in Q1 2023 and has held it in 7 quarters since. The position peaked at $621K in Q3 2024. 430 funds tracked by Wall St. Rank hold AVUS as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 11 shares of Avantis US Equity ETF worth $1K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 6,523 Avantis US Equity ETF shares in Q4 2024, an estimated $640K.
  • Avantis US Equity ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #500 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 7 quarters since.
  • Householder Group Estate & Retirement Specialist's Avantis US Equity ETF position peaked at $621K in Q3 2024.
  • 430 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2024.

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