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 $369M AUM 23.26% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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 $119M AUM 13.28% 1-Year Est. Return

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

Vawter Financial Columbus, Ohio $238M AUM 16.9% 1-Year Est. Return

Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return

Orion Capital Management Coronado, California $290M AUM 17.97% 1-Year Est. Return