WIM
AVDG

WealthPlan Investment Management’s AVDR US LargeCap ESG ETF AVDG Stock Holding History

WealthPlan Investment Management’s Portfolio AVDG Stock Details AVDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$3.56M Buy
+127,140
New +$3.85M 0.25% 88

Other funds holding AVDG

WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthPlan Investment Management's AVDG Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in AVDR US LargeCap ESG ETF (AVDG) in Q1 2022: 127,140 shares worth $3.56M. The stake represents 0.25% of the portfolio and ranks #88 among its holdings.

4 funds tracked by Wall St. Rank hold AVDG as of Q1 2022.

  • WealthPlan Investment Management held 127,140 shares of AVDR US LargeCap ESG ETF worth $3.56M as of Q1 2022.
  • AVDR US LargeCap ESG ETF was a new WealthPlan Investment Management position in Q1 2022.
  • AVDR US LargeCap ESG ETF made up 0.25% of WealthPlan Investment Management's portfolio in Q1 2022, its #88 holding.
  • 4 funds tracked by Wall St. Rank held AVDR US LargeCap ESG ETF as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.