Merriman Wealth Management’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

Merriman Wealth Management’s Portfolio AVGV Stock Details AVGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$314K	Buy	+5,153	New	+$325K	0.01%	166

Other funds holding AVGV

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

M Wealth Management LLC San Diego, California $127M AUM 16.02% 1-Year Est. Return

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Red Lighthouse Investment Management New York $336M AUM 26.75% 1-Year Est. Return

Orion Capital Management Coronado, California $323M AUM 25.22% 1-Year Est. Return

Merriman Wealth Management's AVGV Position: Q4 2024 in Review

Merriman Wealth Management opened a new position in Avantis All Equity Markets Value ETF (AVGV) in Q4 2024: 5,153 shares worth $314K. The stake represents 0.01% of the portfolio and ranks #166 among its holdings.

13 funds tracked by Wall St. Rank hold AVGV as of Q4 2024.

Merriman Wealth Management held 5,153 shares of Avantis All Equity Markets Value ETF worth $314K as of Q4 2024.
Avantis All Equity Markets Value ETF was a new Merriman Wealth Management position in Q4 2024.
Avantis All Equity Markets Value ETF made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #166 holding.
13 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.