LW
AVGE icon

Libra Wealth’s Avantis All Equity Markets ETF AVGE Stock Holding History

Libra Wealth’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
Q4 		– Sell
-4,233
Closed -$313K – 54
2024
Q3 		$313K Buy
4,233
+9
+0.2% +$638 0.12% 47
2024
Q2 		$293K Buy
+4,224
New +$291K 0.13% 46

Other funds holding AVGE

WA
Wealthstream Advisors New York $661M AUM 18% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $208M AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Libra Wealth's AVGE Position: Q4 2024 in Review

Libra Wealth sold out of Avantis All Equity Markets ETF (AVGE) in Q4 2024, closing a stake of 4,233 shares — an estimated $313K sold.

Libra Wealth first reported a position in AVGE in Q2 2024 and held it in 2 quarters. The position peaked at $313K in Q3 2024. 94 funds tracked by Wall St. Rank hold AVGE as of Q4 2024.

  • Libra Wealth reported no remaining Avantis All Equity Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Libra Wealth sold 4,233 Avantis All Equity Markets ETF shares in Q4 2024, an estimated $313K.
  • Libra Wealth first reported a position in Avantis All Equity Markets ETF in Q2 2024 and held it in 2 quarters.
  • Libra Wealth's Avantis All Equity Markets ETF position peaked at $313K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q4 2024.

Based on Libra Wealth's 13F filing for Q4 2024, filed 22 Jan 2025.