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Alpha Financial Partners’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Alpha Financial Partners’s Portfolio AVIG Stock Details AVIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-93,696
Closed -$3.98M – 85
2024
Q3 		$3.98M Buy
+93,696
New +$3.92M 2.84% 8

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Alpha Financial Partners's AVIG Position: Q4 2024 in Review

Alpha Financial Partners sold out of Avantis Core Fixed Income ETF (AVIG) in Q4 2024, closing a stake of 93,696 shares — an estimated $3.98M sold.

Alpha Financial Partners first reported a position in AVIG in Q3 2024 and held it in 1 quarter. The position peaked at $3.98M in Q3 2024. 120 funds tracked by Wall St. Rank hold AVIG as of Q4 2024.

  • Alpha Financial Partners reported no remaining Avantis Core Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 93,696 Avantis Core Fixed Income ETF shares in Q4 2024, an estimated $3.98M.
  • Alpha Financial Partners first reported a position in Avantis Core Fixed Income ETF in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's Avantis Core Fixed Income ETF position peaked at $3.98M in Q3 2024.
  • 120 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.