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

Mission 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
Q2 		– Sell
-3,337
Closed -$299K – 679
2024
Q1 		$299K Buy
+3,337
New +$282K 0.01% 560

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AAS
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AP
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Creative Planning
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AF
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mission Wealth Management's AVUS Position: Q2 2024 in Review

Mission Wealth Management sold out of Avantis US Equity ETF (AVUS) in Q2 2024, closing a stake of 3,337 shares — an estimated $299K sold.

Mission Wealth Management first reported a position in AVUS in Q1 2024 and held it in 1 quarter. The position peaked at $299K in Q1 2024. 364 funds tracked by Wall St. Rank hold AVUS as of Q2 2024.

  • Mission Wealth Management reported no remaining Avantis US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Mission Wealth Management sold 3,337 Avantis US Equity ETF shares in Q2 2024, an estimated $299K.
  • Mission Wealth Management first reported a position in Avantis US Equity ETF in Q1 2024 and held it in 1 quarter.
  • Mission Wealth Management's Avantis US Equity ETF position peaked at $299K in Q1 2024.
  • 364 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2024.

Based on Mission Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.