WR Wealth Planners
AVGE icon

WR Wealth Planners’s Avantis All Equity Markets ETF AVGE Stock Holding History

WR Wealth Planners’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 		$2M Buy
27,618
+1,870
+7% +$139K 0.64% 24
2024
Q3 		$1.9M Buy
25,748
+1,983
+8% +$141K 0.53% 35
2024
Q2 		$1.65M Buy
23,765
+2,042
+9% +$141K 0.5% 36
2024
Q1 		$1.52M Buy
21,723
+1,149
+6% +$75.8K 0.47% 37
2023
Q4 		$1.33M Buy
20,574
+515
+3% +$31K 0.5% 40
2023
Q3 		$1.18M Buy
+20,059
New +$1.22M 0.45% 38

Other funds holding AVGE

Wealthstream Advisors
Wealthstream Advisors New York $661M AUM 18% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
Nova R Wealth
Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FMB Wealth Management
FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WR Wealth Planners's AVGE Position: Q4 2024 in Review

WR Wealth Planners increased its Avantis All Equity Markets ETF (AVGE) stake by 7.3% in Q4 2024, buying an estimated $139K and bringing the position to 27,618 shares worth $2M. The position accounts for 0.64% of the portfolio, ranked #24.

WR Wealth Planners first reported a position in AVGE in Q3 2023 and has held it in 6 quarters since. 94 funds tracked by Wall St. Rank hold AVGE as of Q4 2024.

  • WR Wealth Planners held 27,618 shares of Avantis All Equity Markets ETF worth $2M as of Q4 2024.
  • WR Wealth Planners bought 1,870 Avantis All Equity Markets ETF shares in Q4 2024, an estimated $139K.
  • Avantis All Equity Markets ETF made up 0.64% of WR Wealth Planners's portfolio in Q4 2024, its #24 holding.
  • WR Wealth Planners first reported a position in Avantis All Equity Markets ETF in Q3 2023 and has held it in 6 quarters since.
  • 94 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.