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Raymond James Financial Services Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$33.5M Buy
352,449
+76,484
+28% +$7.02M 0.04% 380
2024
Q2 		$24.9M Buy
275,965
+15,952
+6% +$1.41M 0.04% 438
2024
Q1 		$23.3M Buy
260,013
+16,778
+7% +$1.42M 0.03% 452
2023
Q4 		$19.8M Buy
243,235
+3,486
+1% +$264K 0.03% 493
2023
Q3 		$17.6M Sell
239,749
-22,172
-8% -$1.68M 0.03% 490
2023
Q2 		$19.7M Sell
261,921
-5,836
-2% -$418K 0.03% 476
2023
Q1 		$19M Buy
267,757
+1,360
+0.5% +$96.3K 0.04% 464
2022
Q4 		$18.1M Buy
266,397
+119,606
+81% +$8.17M 0.04% 456
2022
Q3 		$9.15M Buy
146,791
+42,689
+41% +$2.93M 0.02% 664
2022
Q2 		$6.77M Buy
104,102
+56,742
+120% +$4.03M 0.01% 784
2022
Q1 		$3.65M Buy
47,360
+5,347
+13% +$407K 0.01% 1167
2021
Q4 		$3.37M Buy
42,013
+13,782
+49% +$1.08M 0.01% 1226
2021
Q3 		$2.08M Buy
28,231
+4,424
+19% +$333K ﹤0.01% 1468
2021
Q2 		$1.77M Buy
+23,807
New +$1.73M ﹤0.01% 1548

Other funds holding AVUS

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors's AVUS Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Avantis US Equity ETF (AVUS) stake by 28% in Q3 2024, buying an estimated $7.02M and bringing the position to 352,449 shares worth $33.5M. The position accounts for 0.04% of the portfolio, ranked #380.

Raymond James Financial Services Advisors first reported a position in AVUS in Q2 2021 and has held it in 14 quarters since. 378 funds tracked by Wall St. Rank hold AVUS as of Q3 2024.

  • Raymond James Financial Services Advisors held 352,449 shares of Avantis US Equity ETF worth $33.5M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 76,484 Avantis US Equity ETF shares in Q3 2024, an estimated $7.02M.
  • Avantis US Equity ETF made up 0.04% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #380 holding.
  • Raymond James Financial Services Advisors first reported a position in Avantis US Equity ETF in Q2 2021 and has held it in 14 quarters since.
  • 378 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.