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WR Wealth Planners’s Avantis US Equity ETF AVUS Stock Holding History

WR Wealth Planners’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
2024
Q4 		$14.6M Buy
150,382
+3,564
+2% +$350K 4.69% 5
2024
Q3 		$14M Buy
146,818
+1,843
+1% +$169K 3.89% 5
2024
Q2 		$13.1M Sell
144,975
-11,075
-7% -$979K 3.99% 4
2024
Q1 		$14M Buy
156,050
+4,231
+3% +$357K 4.34% 4
2023
Q4 		$12.4M Sell
151,819
-1,382
-0.9% -$105K 4.61% 4
2023
Q3 		$11.2M Sell
153,201
-2,469
-2% -$188K 4.27% 5
2023
Q2 		$11.7M Buy
155,670
+11,023
+8% +$789K 4.53% 4
2023
Q1 		$10.3M Buy
144,647
+16,293
+13% +$1.15M 4.43% 4
2022
Q4 		$8.73M Buy
128,354
+4,385
+4% +$300K 5.38% 3
2022
Q3 		$7.73M Sell
123,969
-1,780
-1% -$122K 5.44% 3
2022
Q2 		$8.18M Buy
125,749
+11,263
+10% +$799K 5.39% 3
2022
Q1 		$8.83M Buy
+114,486
New +$8.72M 5.26% 3

Other funds holding AVUS

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

WR Wealth Planners increased its Avantis US Equity ETF (AVUS) stake by 2.4% in Q4 2024, buying an estimated $350K and bringing the position to 150,382 shares worth $14.6M. The position accounts for 4.69% of the portfolio, ranked #5.

WR Wealth Planners first reported a position in AVUS in Q1 2022 and has held it in 12 quarters since. 430 funds tracked by Wall St. Rank hold AVUS as of Q4 2024.

  • WR Wealth Planners held 150,382 shares of Avantis US Equity ETF worth $14.6M as of Q4 2024.
  • WR Wealth Planners bought 3,564 Avantis US Equity ETF shares in Q4 2024, an estimated $350K.
  • Avantis US Equity ETF made up 4.69% of WR Wealth Planners's portfolio in Q4 2024, its #5 holding.
  • WR Wealth Planners first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 12 quarters since.
  • 430 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2024.

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