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Life Planning Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Life Planning Partners’s Portfolio AVEM Stock Details AVEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-335
Closed -$18.9K – 76
2023
Q4 		$18.9K Buy
+335
New +$18K 0.02% 136
2022
Q3 		$10.4K Hold
226
– – 0.01% 133
2022
Q2 		$12K Hold
226
– – 0.01% 129
2022
Q1 		$13K Hold
226
– – 0.01% 126
2021
Q4 		$14K Buy
+226
New +$14.6K 0.01% 121

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Life Planning Partners's AVEM Position: Q1 2024 in Review

Life Planning Partners sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q1 2024, closing a stake of 335 shares — an estimated $18.9K sold.

Life Planning Partners first reported a position in AVEM in Q4 2021 and held it in 5 quarters. The position peaked at $18.9K in Q4 2023. 384 funds tracked by Wall St. Rank hold AVEM as of Q1 2024.

  • Life Planning Partners reported no remaining Avantis Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 335 Avantis Emerging Markets Equity ETF shares in Q1 2024, an estimated $18.9K.
  • Life Planning Partners first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Avantis Emerging Markets Equity ETF position peaked at $18.9K in Q4 2023.
  • 384 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.