JWM
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Janiczek Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Janiczek Wealth Management’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
Q2 		$5.96K Buy
86
+9
+12% +$621 ﹤0.01% 718
2024
Q1 		$5.38K Buy
+77
New +$5.08K ﹤0.01% 752

Other funds holding AVGE

PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
WA
Wealthstream Advisors New York $661M AUM 18% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $242M AUM 23.44% 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

Janiczek Wealth Management's AVGE Position: Q2 2024 in Review

Janiczek Wealth Management increased its Avantis All Equity Markets ETF (AVGE) stake by 12% in Q2 2024, buying an estimated $621 and bringing the position to 86 shares worth $5.96K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Janiczek Wealth Management first reported a position in AVGE in Q1 2024 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold AVGE as of Q2 2024.

  • Janiczek Wealth Management held 86 shares of Avantis All Equity Markets ETF worth $5.96K as of Q2 2024.
  • Janiczek Wealth Management bought 9 Avantis All Equity Markets ETF shares in Q2 2024, an estimated $621.
  • Avantis All Equity Markets ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #718 holding.
  • Janiczek Wealth Management first reported a position in Avantis All Equity Markets ETF in Q1 2024 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.