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Life Planning Partners’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Life Planning Partners’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-590
Closed -$24K – 187
2022
Q2 		$24K Buy
+590
New +$26.1K 0.03% 113

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JMPWA
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MRWM
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CL
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MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
Jane Street
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Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Life Planning Partners's AVSC Position: Q3 2022 in Review

Life Planning Partners sold out of Avantis US Small Cap Equity ETF (AVSC) in Q3 2022, closing a stake of 590 shares — an estimated $24K sold.

Life Planning Partners first reported a position in AVSC in Q2 2022 and held it in 1 quarter. The position peaked at $24K in Q2 2022. 18 funds tracked by Wall St. Rank hold AVSC as of Q3 2022.

  • Life Planning Partners reported no remaining Avantis US Small Cap Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Life Planning Partners sold 590 Avantis US Small Cap Equity ETF shares in Q3 2022, an estimated $24K.
  • Life Planning Partners first reported a position in Avantis US Small Cap Equity ETF in Q2 2022 and held it in 1 quarter.
  • Life Planning Partners's Avantis US Small Cap Equity ETF position peaked at $24K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2022.

Based on Life Planning Partners's 13F filing for Q3 2022, filed 13 Oct 2022.