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Landmark Wealth Management (New York)’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Landmark Wealth Management (New York)’s Portfolio AVMU Stock Details AVMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$787K Buy
17,181
+108
+0.6% +$5.02K 0.21% 84
2025
Q4 		$789K Sell
17,073
-1,264
-7% -$58.1K 0.3% 48
2025
Q3 		$836K Sell
18,337
-1,432
-7% -$63.9K 0.33% 49
2025
Q2 		$885K Buy
19,769
+10,527
+114% +$469K 0.38% 47
2025
Q1 		$420K Buy
9,242
+618
+7% +$28.5K 0.19% 58
2024
Q4 		$398K Sell
8,624
-499
-5% -$23.2K 0.18% 56
2024
Q3 		$428K Sell
9,123
-425
-4% -$19.8K 0.19% 56
2024
Q2 		$441K Sell
9,548
-432
-4% -$19.9K 0.34% 34
2024
Q1 		$465K Sell
9,980
-937
-9% -$43.7K 0.22% 50
2023
Q4 		$512K Sell
10,917
-5,872
-35% -$265K 0.25% 47
2023
Q3 		$745K Buy
+16,789
New +$767K 0.42% 45
2023
Q2 		– Sell
-13,925
Closed -$649K – 45
2023
Q1 		$649K Buy
13,925
+1,211
+10% +$56.1K 0.36% 45
2022
Q4 		$581K Buy
12,714
+1,573
+14% +$70.9K 0.42% 42
2022
Q3 		$490K Buy
+11,141
New +$510K 0.37% 41

Other funds holding AVMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return