Northwest Investment Counselors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Northwest Investment Counselors’s Portfolio AVUV Stock Details AVUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$22.1K	Buy	+230	New	+$21.5K	0.01%	337

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwest Investment Counselors's AVUV Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q3 2024: 230 shares worth $22.1K. The stake represents 0.01% of the portfolio and ranks #337 among its holdings.

707 funds tracked by Wall St. Rank hold AVUV as of Q3 2024.

Northwest Investment Counselors held 230 shares of Avantis US Small Cap Value ETF worth $22.1K as of Q3 2024.
Avantis US Small Cap Value ETF was a new Northwest Investment Counselors position in Q3 2024.
Avantis US Small Cap Value ETF made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #337 holding.
707 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.