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AVGEAVGE
4 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in AVANTIS ALL EQUITY MARKETS ETF

AE Wealth Management LLC holds 6,982 shares of AVGE (AVANTIS ALL EQUITY MARKETS ETF), worth $691,890 as of 2026-Q2. The position was increased (+143.5% shares). AVGE represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$691,890

Current Shares

6,982

Total Value Change

+$452,754

Total Shares Change

+4,115

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6,982
+143.5%
$691,8900.0%$99.10
40
2026-Q1
Unchanged
2,867
0.0%
$252,3530.0%$91.11
0
2025-Q4
Unchanged
2,867
0.0%
$246,3040.0%$86.49
0
2025-Q3
New
2,867
-
$239,1360.0%$82.52
32

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

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