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Triad Wealth Partners’s Avantis US Equity ETF AVUS Stock Holding History

Triad Wealth Partners’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-68
Closed -$6.13K – 114
2024
Q2 		$6.13K Buy
+68
New +$6.01K ﹤0.01% 528

Other funds holding AVUS

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Triad Wealth Partners sold out of Avantis US Equity ETF (AVUS) in Q3 2024, closing a stake of 68 shares — an estimated $6.13K sold.

Triad Wealth Partners first reported a position in AVUS in Q2 2024 and held it in 1 quarter. The position peaked at $6.13K in Q2 2024. 378 funds tracked by Wall St. Rank hold AVUS as of Q3 2024.

  • Triad Wealth Partners reported no remaining Avantis US Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 68 Avantis US Equity ETF shares in Q3 2024, an estimated $6.13K.
  • Triad Wealth Partners first reported a position in Avantis US Equity ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Avantis US Equity ETF position peaked at $6.13K in Q2 2024.
  • 378 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2024.

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