Osaic Holdings’s Avantis Moderate Allocation ETF AVMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $383K | Sell |
6,589
-3,213
| -33% | -$187K | ﹤0.01% | 3039 |
|
2025
Q1 | $569K | Buy |
9,802
+3,213
| +49% | +$186K | ﹤0.01% | 2747 |
|
2024
Q4 | $383K | Buy |
6,589
+4,989
| +312% | +$290K | ﹤0.01% | 3030 |
|
2024
Q3 | $95.7K | Sell |
1,600
-36,189
| -96% | -$2.16M | ﹤0.01% | 4246 |
|
2024
Q2 | $2.13M | Buy |
37,789
+8,595
| +29% | +$485K | 0.01% | 1573 |
|
2024
Q1 | $1.66M | Buy |
+29,194
| New | +$1.66M | ﹤0.01% | 1839 |
|