AF
AAVM

Advisornet Financial’s EA Series Trust Alpha Architect Global Factor Equity ETF AAVM Stock Holding History

Advisornet Financial’s Portfolio AAVM Stock Details AAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$5.3K – 2292
2024
Q3 		$5.3K Hold
200
– – ﹤0.01% 1568
2024
Q2 		$4.96K Hold
200
– – ﹤0.01% 1466
2024
Q1 		$5.14K Hold
200
– – ﹤0.01% 1433
2023
Q4 		$4.65K Hold
200
– – ﹤0.01% 1500
2023
Q3 		$4.5K Hold
200
– – ﹤0.01% 1446
2023
Q2 		$4.54K Hold
200
– – ﹤0.01% 1529
2023
Q1 		$4.63K Hold
200
– – ﹤0.01% 1514
2022
Q4 		$4.88K Hold
200
– – ﹤0.01% 1474
2022
Q3 		$5K Hold
200
– – ﹤0.01% 1529
2022
Q2 		$5K Buy
+200
New +$5.02K ﹤0.01% 1525

Other funds holding AAVM

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
LA
Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisornet Financial's AAVM Position: Q4 2024 in Review

Advisornet Financial sold out of EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) in Q4 2024, closing a stake of 200 shares — an estimated $5.3K sold.

Advisornet Financial first reported a position in AAVM in Q2 2022 and held it in 10 quarters. The position peaked at $5.3K in Q3 2024. 9 funds tracked by Wall St. Rank hold AAVM as of Q4 2024.

  • Advisornet Financial reported no remaining EA Series Trust Alpha Architect Global Factor Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 200 EA Series Trust Alpha Architect Global Factor Equity ETF shares in Q4 2024, an estimated $5.3K.
  • Advisornet Financial first reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF in Q2 2022 and held it in 10 quarters.
  • Advisornet Financial's EA Series Trust Alpha Architect Global Factor Equity ETF position peaked at $5.3K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held EA Series Trust Alpha Architect Global Factor Equity ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.