WP
AVUV icon

WealthPLAN Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

WealthPLAN Partners’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-370
Closed -$28.7K – 365
2023
Q2 		$28.7K Sell
370
-920
-71% -$67.6K ﹤0.01% 608
2023
Q1 		$95.5K Buy
+1,290
New +$101K 0.01% 435

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPLAN Partners's AVUV Position: Q3 2023 in Review

WealthPLAN Partners sold out of Avantis US Small Cap Value ETF (AVUV) in Q3 2023, closing a stake of 370 shares — an estimated $28.7K sold.

WealthPLAN Partners first reported a position in AVUV in Q1 2023 and held it in 2 quarters. The position peaked at $95.5K in Q1 2023. 451 funds tracked by Wall St. Rank hold AVUV as of Q3 2023.

  • WealthPLAN Partners reported no remaining Avantis US Small Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 370 Avantis US Small Cap Value ETF shares in Q3 2023, an estimated $28.7K.
  • WealthPLAN Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Avantis US Small Cap Value ETF position peaked at $95.5K in Q1 2023.
  • 451 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2023.

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