LWM
Lakeridge 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 | $4.08M | Buy |
59,566
+43,627
| +274% | +$2.99M | 1.88% | 16 |
|
|
2025
Q1 | $959K | Buy |
15,939
+523
| +3% | +$31.5K | 0.48% | 41 |
|
|
2024
Q4 | $906K | Buy |
15,416
+4,943
| +47% | +$291K | 0.47% | 38 |
|
|
2024
Q3 | $677K | Buy |
10,473
+2,697
| +35% | +$174K | 0.37% | 49 |
|
|
2024
Q2 | $475K | Buy |
7,776
+1,252
| +19% | +$76.5K | 0.29% | 72 |
|
|
2024
Q1 | $378K | Buy |
6,524
+68
| +1% | +$3.94K | 0.25% | 79 |
|
|
2023
Q4 | $364K | Buy |
+6,456
| New | +$364K | 0.26% | 78 |
|