Elevate Wealth Advisory’s Avantis Inflation Focused Equity ETF AVIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$104K Hold
2025
Q2
$101K Hold
2025
Q1
$106K Sell
2024
Q4
$115K Buy
2024
Q3
$36K Hold
2024
Q2
$34.7K Buy