Bank of Montreal
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Bank of Montreal’s Avantis All Equity Markets ETF AVGE Stock Holding History

Bank of Montreal’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-316
Closed -$22.1K – 3842
2024
Q1 		$22.1K Buy
316
+108
+52% +$7.13K ﹤0.01% 3605
2023
Q4 		$13.5K Buy
+208
New +$12.5K ﹤0.01% 3766

Other funds holding AVGE

PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
WA
Wealthstream Advisors New York $661M AUM 18% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $208M AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of Montreal's AVGE Position: Q2 2024 in Review

Bank of Montreal sold out of Avantis All Equity Markets ETF (AVGE) in Q2 2024, closing a stake of 316 shares — an estimated $22.1K sold.

Bank of Montreal first reported a position in AVGE in Q4 2023 and held it in 2 quarters. The position peaked at $22.1K in Q1 2024. 73 funds tracked by Wall St. Rank hold AVGE as of Q2 2024.

  • Bank of Montreal reported no remaining Avantis All Equity Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 316 Avantis All Equity Markets ETF shares in Q2 2024, an estimated $22.1K.
  • Bank of Montreal first reported a position in Avantis All Equity Markets ETF in Q4 2023 and held it in 2 quarters.
  • Bank of Montreal's Avantis All Equity Markets ETF position peaked at $22.1K in Q1 2024.
  • 73 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.