Corient Private Wealth
AVMA icon

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

Corient Private Wealth’s Portfolio AVMA Stock Details AVMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,639
Closed -$269K – 2440
2025
Q1 		$269K Buy
+4,639
New +$274K ﹤0.01% 1909

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Versant Capital Management
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Diversify Wealth Management
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Crosspoint Financial
Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Werba Rubin Papier Wealth Management
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Corient Private Wealth's AVMA Position: Q2 2025 in Review

Corient Private Wealth sold out of Avantis Moderate Allocation ETF (AVMA) in Q2 2025, closing a stake of 4,639 shares — an estimated $269K sold.

Corient Private Wealth first reported a position in AVMA in Q1 2025 and held it in 1 quarter. The position peaked at $269K in Q1 2025. 12 funds tracked by Wall St. Rank hold AVMA as of Q2 2025.

  • Corient Private Wealth reported no remaining Avantis Moderate Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Corient Private Wealth sold 4,639 Avantis Moderate Allocation ETF shares in Q2 2025, an estimated $269K.
  • Corient Private Wealth first reported a position in Avantis Moderate Allocation ETF in Q1 2025 and held it in 1 quarter.
  • Corient Private Wealth's Avantis Moderate Allocation ETF position peaked at $269K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2025.

Based on Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.