Rialto Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Rialto Wealth Management’s Portfolio AVGE Stock Details AVGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-143	Closed	-$11.9K	–	1704
2025 Q3	$11.9K	Buy	143 +43	+43%	+$3.46K	﹤0.01%	406
2025 Q2	$7.75K	Buy	100 +39	+64%	+$2.83K	﹤0.01%	439
2025 Q1	$4.34K	Buy	61 +23	+61%	+$1.69K	﹤0.01%	463
2024 Q4	$2.75K	Buy	+38	New	+$2.83K	﹤0.01%	476

Other funds holding AVGE

Align Financial Hermantown, Minnesota $176M AUM

Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Pacific Asset Management Gig Harbor, Washington $179M AUM 20.19% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return