Traverso Chambers Private Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Traverso Chambers Private Wealth Management’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
2023 Q4	$8.15M	Buy	90,740 +1,204	+1%	+$96.3K	1.98%	14
2023 Q3	$6.98M	Sell	89,536 -1,021	-1%	-$82K	1.87%	15
2023 Q2	$7.03M	Buy	90,557 +755	+0.8%	+$55.5K	1.85%	18
2023 Q1	$6.65M	Buy	89,802 +6,016	+7%	+$471K	1.82%	16
2022 Q4	$6.24M	Sell	83,786 -2,783	-3%	-$209K	1.79%	18
2022 Q3	$5.73M	Buy	+86,569	New	+$6.31M	1.75%	20

Other funds holding AVUV

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Traverso Chambers Private Wealth Management's AVUV Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.3% in Q4 2023, buying an estimated $96.3K and bringing the position to 90,740 shares worth $8.15M. The position accounts for 1.98% of the portfolio, ranked #14.

Traverso Chambers Private Wealth Management first reported a position in AVUV in Q3 2022 and has held it in 6 quarters since. 568 funds tracked by Wall St. Rank hold AVUV as of Q4 2023.

Traverso Chambers Private Wealth Management held 90,740 shares of Avantis US Small Cap Value ETF worth $8.15M as of Q4 2023.
Traverso Chambers Private Wealth Management bought 1,204 Avantis US Small Cap Value ETF shares in Q4 2023, an estimated $96.3K.
Avantis US Small Cap Value ETF made up 1.98% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #14 holding.
Traverso Chambers Private Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and has held it in 6 quarters since.
568 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.