CWM
Collaborative Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.95M | Buy |
72,244
+9,669
| +15% | +$663K | 2.16% | 13 |
|
2025
Q1 | $3.77M | Buy |
62,575
+3,516
| +6% | +$212K | 1.76% | 16 |
|
2024
Q4 | $3.47M | Buy |
59,059
+4,757
| +9% | +$280K | 1.58% | 16 |
|
2024
Q3 | $3.51M | Buy |
54,302
+50,692
| +1,404% | +$3.27M | 1.59% | 18 |
|
2024
Q2 | $221K | Buy |
3,610
+45
| +1% | +$2.75K | 0.11% | 154 |
|
2024
Q1 | $207K | Sell |
3,565
-114
| -3% | -$6.61K | 0.1% | 157 |
|
2023
Q4 | $207K | Buy |
+3,679
| New | +$207K | 0.11% | 153 |
|