Wealth Enhancement Advisory Services
AVSF icon

Wealth Enhancement Advisory Services’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AVSF Stock Details AVSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,701
Closed -$309K – 2810
2024
Q2 		$309K Hold
6,701
– – ﹤0.01% 1963
2024
Q1 		$310K Hold
6,701
– – ﹤0.01% 1900
2023
Q4 		$311K Hold
6,701
– – ﹤0.01% 1789
2023
Q3 		$305K Buy
+6,701
New +$306K ﹤0.01% 1731

Other funds holding AVSF

VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FVIM
Fort Vancouver Investment Management Vancouver, Washington $197M AUM 19.92% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's AVSF Position: Q3 2024 in Review

Wealth Enhancement Advisory Services sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q3 2024, closing a stake of 6,701 shares — an estimated $309K sold.

Wealth Enhancement Advisory Services first reported a position in AVSF in Q3 2023 and held it in 4 quarters. The position peaked at $311K in Q4 2023. 53 funds tracked by Wall St. Rank hold AVSF as of Q3 2024.

  • Wealth Enhancement Advisory Services reported no remaining Avantis Short-Term Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 6,701 Avantis Short-Term Fixed Income ETF shares in Q3 2024, an estimated $309K.
  • Wealth Enhancement Advisory Services first reported a position in Avantis Short-Term Fixed Income ETF in Q3 2023 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Avantis Short-Term Fixed Income ETF position peaked at $311K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q3 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2024, filed 24 Oct 2024.