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AVGEAVGE
13 quarters

Position history for Creative PlanningCreative Planning's holdings in AVANTIS ALL EQUITY MARKETS ETF

Creative Planning holds 9,505 shares of AVGE (AVANTIS ALL EQUITY MARKETS ETF), worth $941,904 as of 2026-Q2. The position was decreased (-0.4% shares). AVGE represents 0.0% of Creative Planning's portfolio.

Current Value

$941,904

Current Shares

9,505

Total Value Change

+$476,730

Total Shares Change

+1,754

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
9,505
-0.4%
$941,9040.0%$99.10
0
2026-Q1
Increased
9,539
+0.1%
$839,5830.0%$91.11
25
2025-Q4
Increased
9,526
+3.2%
$818,3870.0%$86.49
26
2025-Q3
Increased
9,232
+12.1%
$770,0140.0%$82.52
28
2025-Q2
Increased
8,239
+0.7%
$638,3390.0%$76.56
25
2025-Q1
Unchanged
8,179
0.0%
$582,2950.0%$69.89
0
2024-Q4
Increased
8,179
+3.9%
$591,9470.0%$71.08
25
2024-Q3
Decreased
7,871
-5.5%
$581,4050.0%$71.78
0
2024-Q2
Increased
8,327
+6.6%
$577,2510.0%$67.39
26
2024-Q1
Unchanged
7,814
0.0%
$545,5650.0%$67.26
0
2023-Q4
Increased
7,814
+0.8%
$506,0260.0%$62.39
24
2023-Q3
Unchanged
7,751
0.0%
$455,8270.0%$56.06
0
2023-Q2
New
7,751
-
$465,1740.0%$56.61
33

Other major holders of AVGE: COMMONWEALTH EQUITY SERVICES, LLC, AQR CAPITAL MANAGEMENT LLC, IEQ CAPITAL, LLC

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