Summit Wealth Partners’s Avantis US Equity ETF AVUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.38M Sell
2025
Q2
$5.14M Sell
2025
Q1
$8.93M Buy
2024
Q4
$9.11M Buy
2024
Q3
$7.02M Buy
2024
Q2
$4.91M Buy
2024
Q1
$1.11M Buy