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Atria Wealth Solutions’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-7,591
Closed -$457K – 1486
2025
Q1 		$457K Sell
7,591
-940
-11% -$56.5K 0.01% 1248
2024
Q4 		$502K Sell
8,531
-3,834
-31% -$239K 0.01% 1281
2024
Q3 		$799K Sell
12,365
-2,938
-19% -$180K 0.01% 1009
2024
Q2 		$935K Sell
15,303
-356
-2% -$21.3K 0.01% 922
2024
Q1 		$908K Buy
15,659
+4,508
+40% +$253K 0.01% 954
2023
Q4 		$629K Buy
11,151
+2,704
+32% +$145K 0.01% 1093
2023
Q3 		$446K Buy
+8,447
New +$459K 0.01% 1182

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return