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Plante Moran Financial Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Plante Moran Financial Advisors’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
2025
Q1 		– Sell
-99
Closed -$4.02K – 799
2024
Q4 		$4.02K Hold
99
– – ﹤0.01% 718
2024
Q3 		$4.21K Buy
+99
New +$4.14K ﹤0.01% 699

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VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return

Plante Moran Financial Advisors's AVIG Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Avantis Core Fixed Income ETF (AVIG) in Q1 2025, closing a stake of 99 shares — an estimated $4.02K sold.

Plante Moran Financial Advisors first reported a position in AVIG in Q3 2024 and held it in 2 quarters. The position peaked at $4.21K in Q3 2024. 123 funds tracked by Wall St. Rank hold AVIG as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Avantis Core Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 99 Avantis Core Fixed Income ETF shares in Q1 2025, an estimated $4.02K.
  • Plante Moran Financial Advisors first reported a position in Avantis Core Fixed Income ETF in Q3 2024 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Avantis Core Fixed Income ETF position peaked at $4.21K in Q3 2024.
  • 123 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.