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Private Ocean’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Private Ocean’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
Q2 		$17.9K Buy
+293
New +$17.6K ﹤0.01% 340

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
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Private Ocean's AVEM Position: Q2 2024 in Review

Private Ocean opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2024: 293 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #340 among its holdings.

413 funds tracked by Wall St. Rank hold AVEM as of Q2 2024.

  • Private Ocean held 293 shares of Avantis Emerging Markets Equity ETF worth $17.9K as of Q2 2024.
  • Avantis Emerging Markets Equity ETF was a new Private Ocean position in Q2 2024.
  • Avantis Emerging Markets Equity ETF made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #340 holding.
  • 413 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.