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

Ruedi 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
2024
Q4 		– Sell
-42
Closed -$3.1K – 337
2024
Q3 		$3.1K Buy
+42
New +$2.98K ﹤0.01% 249

Other funds holding AVGE

WA
Wealthstream Advisors New York $661M AUM 18% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $192M AUM 4.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $242M AUM 23.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ruedi Wealth Management's AVGE Position: Q4 2024 in Review

Ruedi Wealth Management sold out of Avantis All Equity Markets ETF (AVGE) in Q4 2024, closing a stake of 42 shares — an estimated $3.1K sold.

Ruedi Wealth Management first reported a position in AVGE in Q3 2024 and held it in 1 quarter. The position peaked at $3.1K in Q3 2024. 94 funds tracked by Wall St. Rank hold AVGE as of Q4 2024.

  • Ruedi Wealth Management reported no remaining Avantis All Equity Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 42 Avantis All Equity Markets ETF shares in Q4 2024, an estimated $3.1K.
  • Ruedi Wealth Management first reported a position in Avantis All Equity Markets ETF in Q3 2024 and held it in 1 quarter.
  • Ruedi Wealth Management's Avantis All Equity Markets ETF position peaked at $3.1K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q4 2024.

Based on Ruedi Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.