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WR Wealth Planners’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

WR Wealth Planners’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
Q4 		$8.57M Buy
185,753
+9,300
+5% +$432K 2.76% 7
2024
Q3 		$8.32M Buy
176,453
+9,696
+6% +$453K 2.31% 9
2024
Q2 		$7.7M Sell
166,757
-643
-0.4% -$29.6K 2.35% 8
2024
Q1 		$7.75M Buy
+167,400
New +$7.75M 2.41% 8

Other funds holding AVSF

PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 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
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return

WR Wealth Planners's AVSF Position: Q4 2024 in Review

WR Wealth Planners increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 5.3% in Q4 2024, buying an estimated $432K and bringing the position to 185,753 shares worth $8.57M. The position accounts for 2.76% of the portfolio, ranked #7.

WR Wealth Planners first reported a position in AVSF in Q1 2024 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold AVSF as of Q4 2024.

  • WR Wealth Planners held 185,753 shares of Avantis Short-Term Fixed Income ETF worth $8.57M as of Q4 2024.
  • WR Wealth Planners bought 9,300 Avantis Short-Term Fixed Income ETF shares in Q4 2024, an estimated $432K.
  • Avantis Short-Term Fixed Income ETF made up 2.76% of WR Wealth Planners's portfolio in Q4 2024, its #7 holding.
  • WR Wealth Planners first reported a position in Avantis Short-Term Fixed Income ETF in Q1 2024 and has held it in 4 quarters since.
  • 61 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.