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Morton Brown Family Wealth’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Morton Brown Family Wealth’s Portfolio AVDS Stock Details AVDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-480
Closed -$24.8K – 224
2023
Q4 		$24.8K Buy
+480
New +$22.8K 0.01% 132

Other funds holding AVDS

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OMC
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AA
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Morton Brown Family Wealth's AVDS Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of Avantis International Small Cap Equity ETF (AVDS) in Q1 2024, closing a stake of 480 shares — an estimated $24.8K sold.

Morton Brown Family Wealth first reported a position in AVDS in Q4 2023 and held it in 1 quarter. The position peaked at $24.8K in Q4 2023. 15 funds tracked by Wall St. Rank hold AVDS as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining Avantis International Small Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 480 Avantis International Small Cap Equity ETF shares in Q1 2024, an estimated $24.8K.
  • Morton Brown Family Wealth first reported a position in Avantis International Small Cap Equity ETF in Q4 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Avantis International Small Cap Equity ETF position peaked at $24.8K in Q4 2023.
  • 15 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.