TC
AVUV icon

TAP Consulting’s Avantis US Small Cap Value ETF AVUV Stock Holding History

TAP Consulting’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
Q4 		$1.54M Buy
+15,990
New +$1.59M 0.32% 82

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

TAP Consulting's AVUV Position: Q4 2024 in Review

TAP Consulting opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q4 2024: 15,990 shares worth $1.54M. The stake represents 0.32% of the portfolio and ranks #82 among its holdings.

804 funds tracked by Wall St. Rank hold AVUV as of Q4 2024.

  • TAP Consulting held 15,990 shares of Avantis US Small Cap Value ETF worth $1.54M as of Q4 2024.
  • Avantis US Small Cap Value ETF was a new TAP Consulting position in Q4 2024.
  • Avantis US Small Cap Value ETF made up 0.32% of TAP Consulting's portfolio in Q4 2024, its #82 holding.
  • 804 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.