FWM
Fortress Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.56M | Buy |
22,824
+48
| +0.2% | +$3.29K | 0.75% | 26 |
|
2025
Q1 | $1.37M | Sell |
22,776
-2,449
| -10% | -$147K | 0.71% | 28 |
|
2024
Q4 | $1.48M | Sell |
25,225
-5,124
| -17% | -$301K | 0.72% | 27 |
|
2024
Q3 | $1.96M | Sell |
30,349
-49,361
| -62% | -$3.19M | 0.98% | 24 |
|
2024
Q2 | $4.87M | Buy |
79,710
+1,072
| +1% | +$65.5K | 2.49% | 13 |
|
2024
Q1 | $4.56M | Buy |
78,638
+4,050
| +5% | +$235K | 2.35% | 14 |
|
2023
Q4 | $4.21M | Sell |
74,588
-19,816
| -21% | -$1.12M | 2.29% | 13 |
|
2023
Q3 | $4.98M | Buy |
94,404
+1,586
| +2% | +$83.7K | 3.22% | 9 |
|
2023
Q2 | $4.99M | Buy |
92,818
+23,515
| +34% | +$1.27M | 3.23% | 9 |
|
2023
Q1 | $3.67M | Buy |
69,303
+1,744
| +3% | +$92.2K | 2.57% | 12 |
|
2022
Q4 | $3.41M | Buy |
67,559
+6,549
| +11% | +$330K | 2.83% | 9 |
|
2022
Q3 | $2.8M | Buy |
61,010
+4,726
| +8% | +$217K | 2.85% | 9 |
|
2022
Q2 | $2.93M | Buy |
+56,284
| New | +$2.93M | 2.75% | 12 |
|