NWAM LLC’s Avantis All Equity Markets ETF AVGE Stock Holding History

NWAM LLC’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
2026 Q3	$2.57M	Buy	+26,133	New	+$2.61M	0.12%	174

Other funds holding AVGE

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

NWAM LLC's AVGE Position: Q3 2026 in Review

NWAM LLC opened a new position in Avantis All Equity Markets ETF (AVGE) in Q3 2026: 26,133 shares worth $2.57M. The stake represents 0.12% of the portfolio and ranks #174 among its holdings.

124 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

NWAM LLC held 26,133 shares of Avantis All Equity Markets ETF worth $2.57M as of Q3 2026.
Avantis All Equity Markets ETF was a new NWAM LLC position in Q3 2026.
Avantis All Equity Markets ETF made up 0.12% of NWAM LLC's portfolio in Q3 2026, its #174 holding.
124 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on NWAM LLC's 13F filing for Q3 2026, filed 9 Nov 2026.