Cyndeo Wealth Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Cyndeo Wealth Partners’s Portfolio AVEM Stock Details AVEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$22.7M	Buy	+241,490	New	+$22.5M	1.03%	15

Other funds holding AVEM

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Cyndeo Wealth Partners's AVEM Position: Q3 2026 in Review

Cyndeo Wealth Partners opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q3 2026: 241,490 shares worth $22.7M. The stake represents 1.03% of the portfolio and ranks #15 among its holdings.

343 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Cyndeo Wealth Partners held 241,490 shares of Avantis Emerging Markets Equity ETF worth $22.7M as of Q3 2026.
Avantis Emerging Markets Equity ETF was a new Cyndeo Wealth Partners position in Q3 2026.
Avantis Emerging Markets Equity ETF made up 1.03% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #15 holding.
343 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.