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 $543M AUM 28.64% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
WCG Wealth Advisors
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
WR Wealth Planners
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 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.