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Tactive Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Tactive Advisors’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
2024
Q1 		$353K Buy
+3,770
New +$334K 0.19% 87

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Tactive Advisors's AVUV Position: Q1 2024 in Review

Tactive Advisors opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q1 2024: 3,770 shares worth $353K. The stake represents 0.19% of the portfolio and ranks #87 among its holdings.

632 funds tracked by Wall St. Rank hold AVUV as of Q1 2024.

  • Tactive Advisors held 3,770 shares of Avantis US Small Cap Value ETF worth $353K as of Q1 2024.
  • Avantis US Small Cap Value ETF was a new Tactive Advisors position in Q1 2024.
  • Avantis US Small Cap Value ETF made up 0.19% of Tactive Advisors's portfolio in Q1 2024, its #87 holding.
  • 632 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2024.

Based on Tactive Advisors's 13F filing for Q1 2024, filed 4 Jun 2024.