CPWM LLC’s Avantis Core Fixed Income ETF AVIG Stock Holding History

CPWM LLC’s Portfolio AVIG Stock Details AVIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$5.53M	Buy	136,524 +73,463	+116%	+$3.14M	0.52%	36
2022 Q2	$2.7M	Buy	+63,061	New	+$2.74M	0.24%	69

Other funds holding AVIG

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return