Latitude Advisors’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Latitude Advisors’s Portfolio AVMA Stock Details AVMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$152K	Buy	+2,113	New	+$154K	0.05%	305

Other funds holding AVMA

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

OceanIQ Capital Palo Alto, California $190M AUM

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Marrick Wealth Irvine, California $142M AUM 14.54% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Latitude Advisors's AVMA Position: Q3 2026 in Review

Latitude Advisors opened a new position in Avantis Moderate Allocation ETF (AVMA) in Q3 2026: 2,113 shares worth $152K. The stake represents 0.05% of the portfolio and ranks #305 among its holdings.

12 funds tracked by Wall St. Rank hold AVMA as of Q3 2026.

Latitude Advisors held 2,113 shares of Avantis Moderate Allocation ETF worth $152K as of Q3 2026.
Avantis Moderate Allocation ETF was a new Latitude Advisors position in Q3 2026.
Avantis Moderate Allocation ETF made up 0.05% of Latitude Advisors's portfolio in Q3 2026, its #305 holding.
12 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.