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

Ten Capital 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
2023 Q1	–	Sell	-6,068	Closed	-$306K	–	572
2022 Q4	$306K	Hold	6,068	–	–	0.12%	60
2022 Q3	$279K	Hold	6,068	–	–	0.13%	59
2022 Q2	$316K	Hold	6,068	–	–	0.14%	55
2022 Q1	$360K	Buy	+6,068	New	+$372K	0.15%	50

Other funds holding AVEM

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Ten Capital Wealth Advisors's AVEM Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q1 2023, closing a stake of 6,068 shares — an estimated $306K sold.

Ten Capital Wealth Advisors first reported a position in AVEM in Q1 2022 and held it in 4 quarters. The position peaked at $360K in Q1 2022. 264 funds tracked by Wall St. Rank hold AVEM as of Q1 2023.

Ten Capital Wealth Advisors reported no remaining Avantis Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 6,068 Avantis Emerging Markets Equity ETF shares in Q1 2023, an estimated $306K.
Ten Capital Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q1 2022 and held it in 4 quarters.
Ten Capital Wealth Advisors's Avantis Emerging Markets Equity ETF position peaked at $360K in Q1 2022.
264 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.