SYM Financial Corp
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SYM Financial Corp’s Avantis All Equity Markets ETF AVGE Stock Holding History

SYM Financial Corp’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
Q3 		– Sell
-6,233
Closed -$483K – 411
2025
Q2 		$483K Buy
+6,233
New +$453K 0.05% 127

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SYM Financial Corp's AVGE Position: Q3 2025 in Review

SYM Financial Corp sold out of Avantis All Equity Markets ETF (AVGE) in Q3 2025, closing a stake of 6,233 shares — an estimated $483K sold.

SYM Financial Corp first reported a position in AVGE in Q2 2025 and held it in 1 quarter. The position peaked at $483K in Q2 2025. 107 funds tracked by Wall St. Rank hold AVGE as of Q3 2025.

  • SYM Financial Corp reported no remaining Avantis All Equity Markets ETF position as of Q3 2025 after selling out during the quarter.
  • SYM Financial Corp sold 6,233 Avantis All Equity Markets ETF shares in Q3 2025, an estimated $483K.
  • SYM Financial Corp first reported a position in Avantis All Equity Markets ETF in Q2 2025 and held it in 1 quarter.
  • SYM Financial Corp's Avantis All Equity Markets ETF position peaked at $483K in Q2 2025.
  • 107 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.