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Private Ocean’s Avantis US Equity ETF AVUS Stock Holding History

Private Ocean’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 		$68.9K Buy
+764
New +$67.5K 0.01% 236

Other funds holding AVUS

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Ocean's AVUS Position: Q2 2024 in Review

Private Ocean opened a new position in Avantis US Equity ETF (AVUS) in Q2 2024: 764 shares worth $68.9K. The stake represents 0.01% of the portfolio and ranks #236 among its holdings.

364 funds tracked by Wall St. Rank hold AVUS as of Q2 2024.

  • Private Ocean held 764 shares of Avantis US Equity ETF worth $68.9K as of Q2 2024.
  • Avantis US Equity ETF was a new Private Ocean position in Q2 2024.
  • Avantis US Equity ETF made up 0.01% of Private Ocean's portfolio in Q2 2024, its #236 holding.
  • 364 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2024.

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