Align Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Align Wealth Management’s Portfolio AVEM Stock Details AVEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$607K	Buy	+13,226	New	+$647K	0.51%	16

Other funds holding AVEM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Align Wealth Management's AVEM Position: Q4 2022 in Review

Align Wealth Management opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q4 2022: 13,226 shares worth $607K. The stake represents 0.51% of the portfolio and ranks #16 among its holdings.

224 funds tracked by Wall St. Rank hold AVEM as of Q4 2022.

Align Wealth Management held 13,226 shares of Avantis Emerging Markets Equity ETF worth $607K as of Q4 2022.
Avantis Emerging Markets Equity ETF was a new Align Wealth Management position in Q4 2022.
Avantis Emerging Markets Equity ETF made up 0.51% of Align Wealth Management's portfolio in Q4 2022, its #16 holding.
224 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.