Triad Financial Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Triad Financial 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 Q3	$433K	Sell	8,200 -283	-3%	-$15.4K	0.15%	57
2023 Q2	$456K	Sell	8,483 -1,480	-15%	-$78.7K	0.19%	51
2023 Q1	$527K	Buy	9,963 +405	+4%	+$21.5K	0.23%	46
2022 Q4	$482K	Sell	9,558 -1,528	-14%	-$74.7K	0.22%	49
2022 Q3	$509K	Sell	11,086 -3,888	-26%	-$198K	0.28%	41
2022 Q2	$779K	Sell	14,974 -730	-5%	-$40.4K	0.43%	31
2022 Q1	$931K	Buy	15,704 +10,761	+218%	+$660K	0.5%	27
2021 Q4	$313K	Buy	+4,943	New	+$318K	0.19%	76

Other funds holding AVEM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

CWM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Triad Financial Advisors's AVEM Position: Q3 2023 in Review

Triad Financial Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 3.3% in Q3 2023, selling an estimated $15.4K and leaving 8,200 shares worth $433K. The position accounts for 0.15% of the portfolio, ranked #57.

Triad Financial Advisors first reported a position in AVEM in Q4 2021 and has held it in 8 quarters since. The position peaked at $931K in Q1 2022. 293 funds tracked by Wall St. Rank hold AVEM as of Q3 2023.

Triad Financial Advisors held 8,200 shares of Avantis Emerging Markets Equity ETF worth $433K as of Q3 2023.
Triad Financial Advisors sold 283 Avantis Emerging Markets Equity ETF shares in Q3 2023, an estimated $15.4K.
Avantis Emerging Markets Equity ETF made up 0.15% of Triad Financial Advisors's portfolio in Q3 2023, its #57 holding.
Triad Financial Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Avantis Emerging Markets Equity ETF position peaked at $931K in Q1 2022.
293 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.