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Mattern Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Mattern Wealth Management’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
Q3 		– Sell
-4,463
Closed -$273K – 175
2024
Q2 		$273K Buy
+4,463
New +$268K 0.07% 147

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mattern Wealth Management's AVEM Position: Q3 2024 in Review

Mattern Wealth Management sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q3 2024, closing a stake of 4,463 shares — an estimated $273K sold.

Mattern Wealth Management first reported a position in AVEM in Q2 2024 and held it in 1 quarter. The position peaked at $273K in Q2 2024. 448 funds tracked by Wall St. Rank hold AVEM as of Q3 2024.

  • Mattern Wealth Management reported no remaining Avantis Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Mattern Wealth Management sold 4,463 Avantis Emerging Markets Equity ETF shares in Q3 2024, an estimated $273K.
  • Mattern Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q2 2024 and held it in 1 quarter.
  • Mattern Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $273K in Q2 2024.
  • 448 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2024.

Based on Mattern Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.