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

Tandem Wealth 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
Q1 		– Sell
-435
Closed -$24.5K – 51
2023
Q4 		$24.5K Buy
+435
New +$23.4K 0.01% 57

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $10.9B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Tandem Wealth Advisors's AVEM Position: Q1 2024 in Review

Tandem Wealth Advisors sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q1 2024, closing a stake of 435 shares — an estimated $24.5K sold.

Tandem Wealth Advisors first reported a position in AVEM in Q4 2023 and held it in 1 quarter. The position peaked at $24.5K in Q4 2023. 384 funds tracked by Wall St. Rank hold AVEM as of Q1 2024.

  • Tandem Wealth Advisors reported no remaining Avantis Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Tandem Wealth Advisors sold 435 Avantis Emerging Markets Equity ETF shares in Q1 2024, an estimated $24.5K.
  • Tandem Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and held it in 1 quarter.
  • Tandem Wealth Advisors's Avantis Emerging Markets Equity ETF position peaked at $24.5K in Q4 2023.
  • 384 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2024.

Based on Tandem Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.