ML&R Wealth Management’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

ML&R Wealth Management’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
2024 Q1	$255K	Hold	5,468	–	–	0.06%	61
2023 Q4	$256K	Buy	+5,468	New	+$247K	0.06%	66
2023 Q3	–	Sell	-5,468	Closed	-$252K	–	70
2023 Q2	$252K	Hold	5,468	–	–	0.06%	80
2023 Q1	$255K	Hold	5,468	–	–	0.07%	57
2022 Q4	$250K	Hold	5,468	–	–	0.07%	47
2022 Q3	$241K	Hold	5,468	–	–	0.08%	59
2022 Q2	$250K	Buy	+5,468	New	+$250K	0.11%	42

Other funds holding AVMU

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

MWM

Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

SFC

Strategic Financial Concepts San Antonio, Texas $405M AUM 15.78% 1-Year Est. Return

ML&R Wealth Management's AVMU Position: Q1 2024 in Review

ML&R Wealth Management held its Avantis Core Municipal Fixed Income ETF (AVMU) position steady in Q1 2024 at 5,468 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #61.

ML&R Wealth Management first reported a position in AVMU in Q2 2022 and has held it in 7 quarters since. The position peaked at $256K in Q4 2023. 33 funds tracked by Wall St. Rank hold AVMU as of Q1 2024.

ML&R Wealth Management held 5,468 shares of Avantis Core Municipal Fixed Income ETF worth $255K as of Q1 2024.
ML&R Wealth Management left its Avantis Core Municipal Fixed Income ETF share count unchanged in Q1 2024.
Avantis Core Municipal Fixed Income ETF made up 0.06% of ML&R Wealth Management's portfolio in Q1 2024, its #61 holding.
ML&R Wealth Management first reported a position in Avantis Core Municipal Fixed Income ETF in Q2 2022 and has held it in 7 quarters since.
ML&R Wealth Management's Avantis Core Municipal Fixed Income ETF position peaked at $256K in Q4 2023.
33 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.