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WealthPLAN Partners’s Avantis US Equity ETF AVUS Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-9
Closed -$677 – 363
2023
Q2 		$677 Hold
9
– – ﹤0.01% 1161
2023
Q1 		$638 Buy
+9
New +$637 ﹤0.01% 1234

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Creative Planning
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PLFA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

WealthPLAN Partners's AVUS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Avantis US Equity ETF (AVUS) in Q3 2023, closing a stake of 9 shares — an estimated $677 sold.

WealthPLAN Partners first reported a position in AVUS in Q1 2023 and held it in 2 quarters. The position peaked at $677 in Q2 2023. 275 funds tracked by Wall St. Rank hold AVUS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Avantis US Equity ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 9 Avantis US Equity ETF shares in Q3 2023, an estimated $677.
  • WealthPLAN Partners first reported a position in Avantis US Equity ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Avantis US Equity ETF position peaked at $677 in Q2 2023.
  • 275 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.