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Institutional & Family Asset Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Institutional & Family Asset Management’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$137K Sell
1,522
-52
-3% -$4.71K 0.02% 170
2024
Q1 		$148K Buy
+1,574
New +$139K 0.02% 158

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Institutional & Family Asset Management's AVUV Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 3.3% in Q2 2024, selling an estimated $4.71K and leaving 1,522 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #170.

Institutional & Family Asset Management first reported a position in AVUV in Q1 2024 and has held it in 2 quarters since. The position peaked at $148K in Q1 2024. 649 funds tracked by Wall St. Rank hold AVUV as of Q2 2024.

  • Institutional & Family Asset Management held 1,522 shares of Avantis US Small Cap Value ETF worth $137K as of Q2 2024.
  • Institutional & Family Asset Management sold 52 Avantis US Small Cap Value ETF shares in Q2 2024, an estimated $4.71K.
  • Avantis US Small Cap Value ETF made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #170 holding.
  • Institutional & Family Asset Management first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 2 quarters since.
  • Institutional & Family Asset Management's Avantis US Small Cap Value ETF position peaked at $148K in Q1 2024.
  • 649 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.