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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.36M Buy
92,720
+22,113
+31% +$1.52M 2.51% 7
2025
Q1
$4.25M Sell
70,607
-198,579
-74% -$11.9M 1.84% 11
2024
Q4
$17.5M Buy
269,186
+206,172
+327% +$13.4M 7.41% 2
2024
Q3
$4.07M Buy
63,014
+1,009
+2% +$65.2K 1.75% 12
2024
Q2
$3.79M Buy
62,005
+1,706
+3% +$104K 1.79% 10
2024
Q1
$3.49M Buy
60,299
+1,423
+2% +$82.5K 1.75% 11
2023
Q4
$3.11M Sell
58,876
-70
-0.1% -$3.7K 1.86% 11
2023
Q3
$3.11M Buy
58,946
+166
+0.3% +$8.76K 2.69% 8
2023
Q2
$3.16M Buy
58,780
+449
+0.8% +$24.2K 2.66% 8
2023
Q1
$3.09M Buy
+58,331
New +$3.09M 2.82% 8