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Triad Wealth Partners’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Triad Wealth Partners’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-114
Closed -$5.69K – 112
2024
Q2 		$5.69K Buy
+114
New +$5.74K ﹤0.01% 541

Other funds holding AVSC

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MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return

Triad Wealth Partners's AVSC Position: Q3 2024 in Review

Triad Wealth Partners sold out of Avantis US Small Cap Equity ETF (AVSC) in Q3 2024, closing a stake of 114 shares — an estimated $5.69K sold.

Triad Wealth Partners first reported a position in AVSC in Q2 2024 and held it in 1 quarter. The position peaked at $5.69K in Q2 2024. 122 funds tracked by Wall St. Rank hold AVSC as of Q3 2024.

  • Triad Wealth Partners reported no remaining Avantis US Small Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 114 Avantis US Small Cap Equity ETF shares in Q3 2024, an estimated $5.69K.
  • Triad Wealth Partners first reported a position in Avantis US Small Cap Equity ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Avantis US Small Cap Equity ETF position peaked at $5.69K in Q2 2024.
  • 122 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.