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Ruedi Wealth Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Ruedi Wealth Management’s Portfolio AVES Stock Details AVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21
Closed -$1.09K – 336
2024
Q3 		$1.09K Buy
+21
New +$1.03K ﹤0.01% 298

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ACM
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MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
RLIM
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BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Ruedi Wealth Management's AVES Position: Q4 2024 in Review

Ruedi Wealth Management sold out of Avantis Emerging Markets Value ETF (AVES) in Q4 2024, closing a stake of 21 shares — an estimated $1.09K sold.

Ruedi Wealth Management first reported a position in AVES in Q3 2024 and held it in 1 quarter. The position peaked at $1.09K in Q3 2024. 117 funds tracked by Wall St. Rank hold AVES as of Q4 2024.

  • Ruedi Wealth Management reported no remaining Avantis Emerging Markets Value ETF position as of Q4 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 21 Avantis Emerging Markets Value ETF shares in Q4 2024, an estimated $1.09K.
  • Ruedi Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q3 2024 and held it in 1 quarter.
  • Ruedi Wealth Management's Avantis Emerging Markets Value ETF position peaked at $1.09K in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q4 2024.

Based on Ruedi Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.