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SpiderRock Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

SpiderRock Advisors’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
2024
Q3 		$1.62M Sell
25,143
-4,098
-14% -$251K 0.03% 360
2024
Q2 		$1.79M Buy
29,241
+65
+0.2% +$3.9K 0.04% 296
2024
Q1 		$1.68M Buy
+29,176
New +$1.64M 0.04% 298

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SpiderRock Advisors's AVEM Position: Q3 2024 in Review

SpiderRock Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 14% in Q3 2024, selling an estimated $251K and leaving 25,143 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #360.

SpiderRock Advisors first reported a position in AVEM in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.79M in Q2 2024. 449 funds tracked by Wall St. Rank hold AVEM as of Q3 2024.

  • SpiderRock Advisors held 25,143 shares of Avantis Emerging Markets Equity ETF worth $1.62M as of Q3 2024.
  • SpiderRock Advisors sold 4,098 Avantis Emerging Markets Equity ETF shares in Q3 2024, an estimated $251K.
  • Avantis Emerging Markets Equity ETF made up 0.03% of SpiderRock Advisors's portfolio in Q3 2024, its #360 holding.
  • SpiderRock Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Avantis Emerging Markets Equity ETF position peaked at $1.79M in Q2 2024.
  • 449 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.