Corient Private Wealth’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,639
Closed -$269K 2533
2025
Q1
$269K Buy
+4,639
New +$269K ﹤0.01% 1906