Creative Capital Management Investments’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Creative Capital Management Investments’s Portfolio AVMU Stock Details AVMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-800	Closed	-$37.6K	–	270
2024 Q3	$37.6K	Hold	800	–	–	0.02%	110
2024 Q2	$36.9K	Hold	800	–	–	0.02%	100
2024 Q1	$37.3K	Buy	+800	New	+$37.3K	0.02%	100

Other funds holding AVMU

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

MWM

Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return

PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

Creative Capital Management Investments's AVMU Position: Q4 2024 in Review

Creative Capital Management Investments sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q4 2024, closing a stake of 800 shares — an estimated $37.6K sold.

Creative Capital Management Investments first reported a position in AVMU in Q1 2024 and held it in 3 quarters. The position peaked at $37.6K in Q3 2024. 43 funds tracked by Wall St. Rank hold AVMU as of Q4 2024.

Creative Capital Management Investments reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
Creative Capital Management Investments sold 800 Avantis Core Municipal Fixed Income ETF shares in Q4 2024, an estimated $37.6K.
Creative Capital Management Investments first reported a position in Avantis Core Municipal Fixed Income ETF in Q1 2024 and held it in 3 quarters.
Creative Capital Management Investments's Avantis Core Municipal Fixed Income ETF position peaked at $37.6K in Q3 2024.
43 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q4 2024.

Based on Creative Capital Management Investments's 13F filing for Q4 2024, filed 31 Jan 2025.