Burkett Financial Services’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

Burkett Financial Services’s Portfolio AVGV Stock Details AVGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$52.7K	Buy	+624	New	+$54.1K	0.02%	146

Other funds holding AVGV

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Burkett Financial Services's AVGV Position: Q3 2026 in Review

Burkett Financial Services opened a new position in Avantis All Equity Markets Value ETF (AVGV) in Q3 2026: 624 shares worth $52.7K. The stake represents 0.02% of the portfolio and ranks #146 among its holdings.

2 funds tracked by Wall St. Rank hold AVGV as of Q3 2026.

Burkett Financial Services held 624 shares of Avantis All Equity Markets Value ETF worth $52.7K as of Q3 2026.
Avantis All Equity Markets Value ETF was a new Burkett Financial Services position in Q3 2026.
Avantis All Equity Markets Value ETF made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #146 holding.
2 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.