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Litman Gregory Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Litman Gregory Wealth Management’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
Q1 		– Sell
-2,850
Closed -$232K – 132
2023
Q4 		$232K Buy
+2,850
New +$216K 0.02% 113

Other funds holding AVUS

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Litman Gregory Wealth Management's AVUS Position: Q1 2024 in Review

Litman Gregory Wealth Management sold out of Avantis US Equity ETF (AVUS) in Q1 2024, closing a stake of 2,850 shares — an estimated $232K sold.

Litman Gregory Wealth Management first reported a position in AVUS in Q4 2023 and held it in 1 quarter. The position peaked at $232K in Q4 2023. 354 funds tracked by Wall St. Rank hold AVUS as of Q1 2024.

  • Litman Gregory Wealth Management reported no remaining Avantis US Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 2,850 Avantis US Equity ETF shares in Q1 2024, an estimated $232K.
  • Litman Gregory Wealth Management first reported a position in Avantis US Equity ETF in Q4 2023 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Avantis US Equity ETF position peaked at $232K in Q4 2023.
  • 354 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2024.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.