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Silicon Hills Wealth Management’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Silicon Hills Wealth Management’s Portfolio AVSD Stock Details AVSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$3.42M Sell
66,858
-713
-1% -$36.5K 1.93% 14
2023
Q1 		$3.42M Buy
+67,571
New +$3.38M 2.05% 14

Other funds holding AVSD

WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Silicon Hills Wealth Management's AVSD Position: Q2 2023 in Review

Silicon Hills Wealth Management reduced its Avantis Responsible International Equity ETF (AVSD) stake by 1.1% in Q2 2023, selling an estimated $36.5K and leaving 66,858 shares worth $3.42M. The position accounts for 1.93% of the portfolio, ranked #14.

Silicon Hills Wealth Management first reported a position in AVSD in Q1 2023 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold AVSD as of Q2 2023.

  • Silicon Hills Wealth Management held 66,858 shares of Avantis Responsible International Equity ETF worth $3.42M as of Q2 2023.
  • Silicon Hills Wealth Management sold 713 Avantis Responsible International Equity ETF shares in Q2 2023, an estimated $36.5K.
  • Avantis Responsible International Equity ETF made up 1.93% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #14 holding.
  • Silicon Hills Wealth Management first reported a position in Avantis Responsible International Equity ETF in Q1 2023 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.