Citadel Advisors
AVGE icon

Citadel Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History

Citadel Advisors’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
2023
Q3 		– Sell
-4,555
Closed -$273K – 14264
2023
Q2 		$273K Buy
+4,555
New +$265K ﹤0.01% 9249

Other funds holding AVGE

PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $192M AUM 4.28% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $719M AUM 20.03% 1-Year Est. Return

Citadel Advisors's AVGE Position: Q3 2023 in Review

Citadel Advisors sold out of Avantis All Equity Markets ETF (AVGE) in Q3 2023, closing a stake of 4,555 shares — an estimated $273K sold.

Citadel Advisors first reported a position in AVGE in Q2 2023 and held it in 1 quarter. The position peaked at $273K in Q2 2023. 42 funds tracked by Wall St. Rank hold AVGE as of Q3 2023.

  • Citadel Advisors reported no remaining Avantis All Equity Markets ETF position as of Q3 2023 after selling out during the quarter.
  • Citadel Advisors sold 4,555 Avantis All Equity Markets ETF shares in Q3 2023, an estimated $273K.
  • Citadel Advisors first reported a position in Avantis All Equity Markets ETF in Q2 2023 and held it in 1 quarter.
  • Citadel Advisors's Avantis All Equity Markets ETF position peaked at $273K in Q2 2023.
  • 42 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2023.

Based on Citadel Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.