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GPS Wealth Strategies Group’s Avantis All Equity Markets ETF AVGE Stock Holding History

GPS Wealth Strategies Group’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-637
Closed -$41.2K – 1250
2023
Q4 		$41.2K Buy
+637
New +$38.4K 0.01% 533

Other funds holding AVGE

PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
WA
Wealthstream Advisors New York $661M AUM 18% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $192M AUM 4.28% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $242M AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GPS Wealth Strategies Group's AVGE Position: Q1 2024 in Review

GPS Wealth Strategies Group sold out of Avantis All Equity Markets ETF (AVGE) in Q1 2024, closing a stake of 637 shares — an estimated $41.2K sold.

GPS Wealth Strategies Group first reported a position in AVGE in Q4 2023 and held it in 1 quarter. The position peaked at $41.2K in Q4 2023. 64 funds tracked by Wall St. Rank hold AVGE as of Q1 2024.

  • GPS Wealth Strategies Group reported no remaining Avantis All Equity Markets ETF position as of Q1 2024 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 637 Avantis All Equity Markets ETF shares in Q1 2024, an estimated $41.2K.
  • GPS Wealth Strategies Group first reported a position in Avantis All Equity Markets ETF in Q4 2023 and held it in 1 quarter.
  • GPS Wealth Strategies Group's Avantis All Equity Markets ETF position peaked at $41.2K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q1 2024, filed 30 Apr 2024.