Well Done LLC’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Well Done LLC’s Portfolio AVEE Stock Details AVEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$755K	Buy	+11,013	New	+$746K	0.1%	111

Other funds holding AVEE

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Cornerstone Wealth Partners Okemos, Michigan $252M AUM 15.1% 1-Year Est. Return

Timonier Family Office Winston Salem, North Carolina $287M AUM

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Cypress Point Wealth Management Dallas, Texas $945M AUM 10.4% 1-Year Est. Return

Ariadne Wealth Management Santa Barbara, California $228M AUM 35.44% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $416M AUM 15.31% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Vista Capital Partners Portland, Oregon $1.15B AUM 13.75% 1-Year Est. Return

Well Done LLC's AVEE Position: Q3 2026 in Review

Well Done LLC opened a new position in Avantis Emerging Markets Small Cap Equity ETF (AVEE) in Q3 2026: 11,013 shares worth $755K. The stake represents 0.1% of the portfolio and ranks #111 among its holdings.

23 funds tracked by Wall St. Rank hold AVEE as of Q3 2026.

Well Done LLC held 11,013 shares of Avantis Emerging Markets Small Cap Equity ETF worth $755K as of Q3 2026.
Avantis Emerging Markets Small Cap Equity ETF was a new Well Done LLC position in Q3 2026.
Avantis Emerging Markets Small Cap Equity ETF made up 0.1% of Well Done LLC's portfolio in Q3 2026, its #111 holding.
23 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q3 2026.

Based on Well Done LLC's 13F filing for Q3 2026, filed 20 Oct 2026.