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Raymond James & Associates’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Raymond James & Associates’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$332K Buy
+6,148
New +$324K ﹤0.01% 3346

Other funds holding AVSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Raymond James & Associates's AVSC Position: Q3 2024 in Review

Raymond James & Associates opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q3 2024: 6,148 shares worth $332K. The stake represents ﹤0.01% of the portfolio and ranks #3346 among its holdings.

122 funds tracked by Wall St. Rank hold AVSC as of Q3 2024.

  • Raymond James & Associates held 6,148 shares of Avantis US Small Cap Equity ETF worth $332K as of Q3 2024.
  • Avantis US Small Cap Equity ETF was a new Raymond James & Associates position in Q3 2024.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3346 holding.
  • 122 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.