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Safeguard Investment Advisory Group’s Avantis US Equity ETF AVUS Stock Holding History

Safeguard Investment Advisory Group’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 		– Sell
-2,831
Closed -$255K – 122
2024
Q2 		$255K Sell
2,831
-932
-25% -$82.3K 0.08% 85
2024
Q1 		$337K Buy
+3,763
New +$318K 0.11% 69

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 $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Safeguard Investment Advisory Group's AVUS Position: Q3 2024 in Review

Safeguard Investment Advisory Group sold out of Avantis US Equity ETF (AVUS) in Q3 2024, closing a stake of 2,831 shares — an estimated $255K sold.

Safeguard Investment Advisory Group first reported a position in AVUS in Q1 2024 and held it in 2 quarters. The position peaked at $337K in Q1 2024. 377 funds tracked by Wall St. Rank hold AVUS as of Q3 2024.

  • Safeguard Investment Advisory Group reported no remaining Avantis US Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 2,831 Avantis US Equity ETF shares in Q3 2024, an estimated $255K.
  • Safeguard Investment Advisory Group first reported a position in Avantis US Equity ETF in Q1 2024 and held it in 2 quarters.
  • Safeguard Investment Advisory Group's Avantis US Equity ETF position peaked at $337K in Q1 2024.
  • 377 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2024.

Based on Safeguard Investment Advisory Group's 13F filing for Q3 2024, filed 14 Nov 2024.