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Safeguard Financial’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Safeguard Financial’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-438
Closed -$33K – 107
2023
Q2 		$33K Buy
+438
New +$32.2K 0.02% 200

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Safeguard Financial's AVUV Position: Q3 2023 in Review

Safeguard Financial sold out of Avantis US Small Cap Value ETF (AVUV) in Q3 2023, closing a stake of 438 shares — an estimated $33K sold.

Safeguard Financial first reported a position in AVUV in Q2 2023 and held it in 1 quarter. The position peaked at $33K in Q2 2023. 451 funds tracked by Wall St. Rank hold AVUV as of Q3 2023.

  • Safeguard Financial reported no remaining Avantis US Small Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 438 Avantis US Small Cap Value ETF shares in Q3 2023, an estimated $33K.
  • Safeguard Financial first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Avantis US Small Cap Value ETF position peaked at $33K in Q2 2023.
  • 451 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.