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Pathstone Family Office’s Avantis US Equity ETF AVUS Stock Holding History

Pathstone Family Office’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
2023
Q3 		$2.39M Sell
32,557
-58
-0.2% -$4.41K 0.02% 437
2023
Q2 		$2.45M Buy
+32,615
New +$2.33M 0.03% 280

Other funds holding AVUS

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Pathstone Family Office's AVUS Position: Q3 2023 in Review

Pathstone Family Office reduced its Avantis US Equity ETF (AVUS) stake by 0.18% in Q3 2023, selling an estimated $4.41K and leaving 32,557 shares worth $2.39M. The position accounts for 0.02% of the portfolio, ranked #437.

Pathstone Family Office first reported a position in AVUS in Q2 2023 and has held it in 2 quarters since. The position peaked at $2.45M in Q2 2023. 275 funds tracked by Wall St. Rank hold AVUS as of Q3 2023.

  • Pathstone Family Office held 32,557 shares of Avantis US Equity ETF worth $2.39M as of Q3 2023.
  • Pathstone Family Office sold 58 Avantis US Equity ETF shares in Q3 2023, an estimated $4.41K.
  • Avantis US Equity ETF made up 0.02% of Pathstone Family Office's portfolio in Q3 2023, its #437 holding.
  • Pathstone Family Office first reported a position in Avantis US Equity ETF in Q2 2023 and has held it in 2 quarters since.
  • Pathstone Family Office's Avantis US Equity ETF position peaked at $2.45M in Q2 2023.
  • 275 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.