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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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MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
NRW
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BW
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PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $192M AUM 4.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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.