Peterson Financial Group’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Peterson Financial Group’s Portfolio AVIG Stock Details AVIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$394	Buy	+9	New	+$377	﹤0.01%	413

Other funds holding AVIG

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Peterson Financial Group's AVIG Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Avantis Core Fixed Income ETF (AVIG) in Q3 2024: 9 shares worth $394. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings.

112 funds tracked by Wall St. Rank hold AVIG as of Q3 2024.

Peterson Financial Group held 9 shares of Avantis Core Fixed Income ETF worth $394 as of Q3 2024.
Avantis Core Fixed Income ETF was a new Peterson Financial Group position in Q3 2024.
Avantis Core Fixed Income ETF made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #413 holding.
112 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.