KWM
Kingsview Wealth Management’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,407
| Closed | -$291K | – | 1163 |
|
|
2025
Q1 | $291K | Sell |
6,407
-141
| -2% | -$6.41K | 0.01% | 905 |
|
|
2024
Q4 | $302K | Buy |
6,548
+1,581
| +32% | +$72.9K | 0.01% | 902 |
|
|
2024
Q3 | $233K | Buy |
4,967
+337
| +7% | +$15.8K | ﹤0.01% | 970 |
|
|
2024
Q2 | $214K | Buy |
+4,630
| New | +$214K | 0.01% | 968 |
|