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My Personal CFO LLC’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

My Personal CFO LLC’s Portfolio AVMC Stock Details AVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,528
Closed -$328K – 90
2024
Q2 		$328K Buy
+5,528
New +$331K 0.18% 80

Other funds holding AVMC

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $361M AUM 17.13% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WCA
Waypoint Capital Advisors Minneapolis, Minnesota $470M AUM 32.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

My Personal CFO LLC's AVMC Position: Q3 2024 in Review

My Personal CFO LLC sold out of Avantis US Mid Cap Equity ETF (AVMC) in Q3 2024, closing a stake of 5,528 shares — an estimated $328K sold.

My Personal CFO LLC first reported a position in AVMC in Q2 2024 and held it in 1 quarter. The position peaked at $328K in Q2 2024. 21 funds tracked by Wall St. Rank hold AVMC as of Q3 2024.

  • My Personal CFO LLC reported no remaining Avantis US Mid Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
  • My Personal CFO LLC sold 5,528 Avantis US Mid Cap Equity ETF shares in Q3 2024, an estimated $328K.
  • My Personal CFO LLC first reported a position in Avantis US Mid Cap Equity ETF in Q2 2024 and held it in 1 quarter.
  • My Personal CFO LLC's Avantis US Mid Cap Equity ETF position peaked at $328K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q3 2024.

Based on My Personal CFO LLC's 13F filing for Q3 2024, filed 21 Oct 2024.