J.P. Morgan Private Wealth Advisors’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$512K Hold
10,336
﹤0.01% 1238
2023
Q2
$534K Buy
10,336
+4,800
+87% +$248K ﹤0.01% 1006
2023
Q1
$267K Buy
+5,536
New +$267K ﹤0.01% 1728