MN Wealth Advisors
AVGE icon

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

MN Wealth Advisors’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
Q2 		– Sell
-12,720
Closed -$888K – 106
2024
Q1 		$888K Buy
12,720
+623
+5% +$41.1K 0.55% 41
2023
Q4 		$783K Buy
+12,097
New +$729K 0.54% 43

Other funds holding AVGE

PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
Wealthstream Advisors
Wealthstream Advisors New York $661M AUM 18% 1-Year Est. Return
Nova R Wealth
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMB Wealth Management
FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MN Wealth Advisors's AVGE Position: Q2 2024 in Review

MN Wealth Advisors sold out of Avantis All Equity Markets ETF (AVGE) in Q2 2024, closing a stake of 12,720 shares — an estimated $888K sold.

MN Wealth Advisors first reported a position in AVGE in Q4 2023 and held it in 2 quarters. The position peaked at $888K in Q1 2024. 73 funds tracked by Wall St. Rank hold AVGE as of Q2 2024.

  • MN Wealth Advisors reported no remaining Avantis All Equity Markets ETF position as of Q2 2024 after selling out during the quarter.
  • MN Wealth Advisors sold 12,720 Avantis All Equity Markets ETF shares in Q2 2024, an estimated $888K.
  • MN Wealth Advisors first reported a position in Avantis All Equity Markets ETF in Q4 2023 and held it in 2 quarters.
  • MN Wealth Advisors's Avantis All Equity Markets ETF position peaked at $888K in Q1 2024.
  • 73 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2024.

Based on MN Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.