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Raymond James Financial Services Advisors’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Raymond James Financial Services Advisors’s Portfolio AVMU Stock Details AVMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$202K Buy
+4,300
New +$200K ﹤0.01% 3186
2024
Q2 		– Sell
-4,300
Closed -$200K – 3409
2024
Q1 		$200K Buy
+4,300
New +$201K ﹤0.01% 3098

Other funds holding AVMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Raymond James Financial Services Advisors's AVMU Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in Avantis Core Municipal Fixed Income ETF (AVMU) in Q3 2024: 4,300 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #3186 among its holdings. This is a return to the name: Raymond James Financial Services Advisors previously reported a position in AVMU as recently as Q1 2024.

Raymond James Financial Services Advisors first reported a position in AVMU in Q1 2024 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold AVMU as of Q3 2024.

  • Raymond James Financial Services Advisors held 4,300 shares of Avantis Core Municipal Fixed Income ETF worth $202K as of Q3 2024.
  • Avantis Core Municipal Fixed Income ETF was a new Raymond James Financial Services Advisors position in Q3 2024.
  • Avantis Core Municipal Fixed Income ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3186 holding.
  • Raymond James Financial Services Advisors first reported a position in Avantis Core Municipal Fixed Income ETF in Q1 2024 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.