Bank of America
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Bank of America’s Avantis All International Markets Equity ETF AVNM Stock Holding History

Bank of America’s Portfolio AVNM Stock Details AVNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Hold
0
– – – 7384
2025
Q3 		– Hold
0
– – – 8308
2025
Q2 		– Hold
0
– – – 8386
2025
Q1 		– Hold
0
– – – 8309
2023
Q4 		– Sell
-200
Closed -$10K – 7991
2023
Q3 		$10K Buy
+200
New +$10.3K ﹤0.01% 6860

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GWA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $350M AUM 39.2% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $361M AUM 18% 1-Year Est. Return
Truist Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EFA
Edge Financial Advisors Wheaton, Illinois $238M AUM 17.31% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return