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Householder Group Estate & Retirement Specialist’s Avantis All Equity Markets ETF AVGE Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-265
Closed -$19K – 579
2024
Q3 		$19K Buy
265
+175
+194% +$12.4K 0.01% 686
2024
Q2 		$6K Buy
+90
New +$6.21K ﹤0.01% 898

Other funds holding AVGE

WA
Wealthstream Advisors New York $661M AUM 18% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 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 $208M AUM 14.68% 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
FWM
FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AVGE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Avantis All Equity Markets ETF (AVGE) in Q4 2024, closing a stake of 265 shares — an estimated $19K sold.

Householder Group Estate & Retirement Specialist first reported a position in AVGE in Q2 2024 and held it in 2 quarters. The position peaked at $19K in Q3 2024. 94 funds tracked by Wall St. Rank hold AVGE as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Avantis All Equity Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 265 Avantis All Equity Markets ETF shares in Q4 2024, an estimated $19K.
  • Householder Group Estate & Retirement Specialist first reported a position in Avantis All Equity Markets ETF in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Avantis All Equity Markets ETF position peaked at $19K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.