OWA
ORBA Wealth Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.02M | Sell |
44,058
-29,138
| -40% | -$2M | 2.75% | 12 |
|
2025
Q1 | $4.4M | Buy |
73,196
+7,800
| +12% | +$469K | 2.22% | 16 |
|
2024
Q4 | $3.84M | Buy |
65,396
+175
| +0.3% | +$10.3K | 2.01% | 16 |
|
2024
Q3 | $4.21M | Buy |
65,221
+375
| +0.6% | +$24.2K | 2.13% | 15 |
|
2024
Q2 | $3.96M | Buy |
64,846
+529
| +0.8% | +$32.3K | 2.05% | 17 |
|
2024
Q1 | $3.73M | Buy |
64,317
+1,325
| +2% | +$76.8K | 2.06% | 17 |
|
2023
Q4 | $3.55M | Buy |
+62,992
| New | +$3.55M | 2.13% | 16 |
|