Resource Planning Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Resource Planning Group’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
2023 Q4	$946K	Buy	+16,775	New	+$903K	0.6%	36

Other funds holding AVEM

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Resource Planning Group's AVEM Position: Q4 2023 in Review

Resource Planning Group opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q4 2023: 16,775 shares worth $946K. The stake represents 0.6% of the portfolio and ranks #36 among its holdings.

360 funds tracked by Wall St. Rank hold AVEM as of Q4 2023.

Resource Planning Group held 16,775 shares of Avantis Emerging Markets Equity ETF worth $946K as of Q4 2023.
Avantis Emerging Markets Equity ETF was a new Resource Planning Group position in Q4 2023.
Avantis Emerging Markets Equity ETF made up 0.6% of Resource Planning Group's portfolio in Q4 2023, its #36 holding.
360 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.