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Ameritas Advisory Services’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Ameritas Advisory Services’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
Q3 		– Sell
-6,350
Closed -$259K – 850
2024
Q2 		$259K Hold
6,350
– – 0.01% 776
2024
Q1 		$256K Buy
+6,350
New +$262K 0.01% 749

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VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 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
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Ameritas Advisory Services's AVIG Position: Q3 2024 in Review

Ameritas Advisory Services sold out of Avantis Core Fixed Income ETF (AVIG) in Q3 2024, closing a stake of 6,350 shares — an estimated $259K sold.

Ameritas Advisory Services first reported a position in AVIG in Q1 2024 and held it in 2 quarters. The position peaked at $259K in Q2 2024. 112 funds tracked by Wall St. Rank hold AVIG as of Q3 2024.

  • Ameritas Advisory Services reported no remaining Avantis Core Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Ameritas Advisory Services sold 6,350 Avantis Core Fixed Income ETF shares in Q3 2024, an estimated $259K.
  • Ameritas Advisory Services first reported a position in Avantis Core Fixed Income ETF in Q1 2024 and held it in 2 quarters.
  • Ameritas Advisory Services's Avantis Core Fixed Income ETF position peaked at $259K in Q2 2024.
  • 112 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2024.

Based on Ameritas Advisory Services's 13F filing for Q3 2024, filed 30 Oct 2024.